Dogcows Code - chaz/homebank/blob - doc/use-budget.html

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  11     HomeBank User manual
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  14     <h1>Using the Budget feature</h1>
  15     <p>The Budget feature allows you to monitor your spending by category and subcategory compared to a budget preset.</p>
  16     <ul class="toc">
  17       <li>Step 1: <a href="#accounts">Select the accounts to exclude from the budget</a></li>
  18       <li>Step 2: <a href="#category">Set the budget amount against each category</a></li>
  19       <li>Step 3: <a href="#result">View the budget report</a></li>
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  23     <h3 class="clear"><a id="accounts" name="accounts"></a>Step 1: Select the accounts to exclude from the budget</h3>
  24     <p>By default, all accounts are included into the budget.</p>
  25     <p>Open the Manage Accounts dialog from either the main window-menu: Manage / Accounts, or from the Manage Accounts icon on the tool-bar.</p>
  26     <p>To exclude an account in the budget tick the 'exclude from the budget' option for each account on that you would not like to include in the budget.</p>
  27     <p><img alt="" class="gtkshot left" src="images/use-budget2.png"></p>
  28     <p>See <a href="dlg-acco.html">Manage Accounts</a> for more details.</p>
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  32     <h3 class="clear"><a id="category" name="category"></a>Step 2: Set a budget amount against each category</h3>
  33     <p>Open the budget dialog from either the main window-menu: Manage / Budget, or from the Budget icon on the tool-bar</p>
  34     <p>Enter a budget amount against some category that you want to include in the budget. If the amount for a category is 0.00 it will not be showed in the budget until you tick the 'Force monitoring this category' check-box at the bottom of the <a href="dlg-bud1.html">budget dialog</a>.</p>
  35     <p>For example, select the category 'Cash Withdrawal' and enter -50.00 in the 'Budget for each month' text box to allow spending up to 50.00 in the category 'Cash Withdrawal' each month.</p>
  36     <p><img alt="" class="gtkshot left" src="images/use-budget1.png"></p>
  37     <p>See <a href="dlg-bud1.html">budget dialog</a> for more details.</p>
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  41     <h3 class="clear"><a id="result" name="result"></a>Step 3: View the budget report</h3>
  42     <p>Open the budget report window from either the main-window-menu: Reports / Budget, or from the budget report icon on the tool-bar.</p>
  43     <p>The Result column shows the difference between the amount spent and the amount budgeted.</p>
  44     <p><img alt="" class="gtkshot left" src="images/use-budget3.png"></p>
  45     <p>See the <a href="win-budget.html">budget report</a> for more details.</p>
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