X-Git-Url: https://git.dogcows.com/gitweb?p=chaz%2Fhomebank;a=blobdiff_plain;f=doc%2Fuse-budget.html;fp=doc%2Fuse-budget.html;h=5b078e61d49b8d8dcf31b86c890d3137b4245112;hp=55dbd78acd1ca6f03f0eb756ff8a03c253c2ba07;hb=996fa4ab9f6b836001f8ad0eecbfd3821687fea7;hpb=27f6e3b112df235c8e9afc9911b1f6bce208a001 diff --git a/doc/use-budget.html b/doc/use-budget.html index 55dbd78..5b078e6 100644 --- a/doc/use-budget.html +++ b/doc/use-budget.html @@ -1,96 +1,49 @@ - - + - - + + Usage - Budget - - + - -

HomeBank User manual

Using the Budget feature

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The Budget feature allows you to monitor your spending compared to a - budget.

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Step 1: Select the accounts to exclude from the - budget
Step 2: Set the budget amount against each - category
Step 3: View the budget report

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Using the Budget feature

The Budget feature allows you to monitor your spending by category and subcategory compared to a budget preset.

Step 1: Select the accounts to exclude from the budget
Step 2: Set the budget amount against each category
Step 3: View the budget report

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Step 1: Select the accounts to exclude from the - budget

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As default, all accounts are included into the budget.

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Open the Manage Accounts dialog from either the mainwindow-menu: - Manage / Accounts, or from the Manage Accounts icon on the toolbar.

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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.

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See Manage Accounts for more - details.

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Step 1: Select the accounts to exclude from the budget

By default, all accounts are included into the budget.

Open the Manage Accounts dialog from either the main window-menu: Manage / Accounts, or from the Manage Accounts icon on the tool-bar.

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.

See Manage Accounts for more details.

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Step 2: Set a budget amount - against each category

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Open the budget dialog from either the mainwindow-menu: Manage / - Budget, or from the Budget icon on the toolbar

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Enter a budget amount against each category that you want to include - in the budget. 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.

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See budget dialog for more details.

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Step 2: Set a budget amount against each category

Open the budget dialog from either the main window-menu: Manage / Budget, or from the Budget icon on the tool-bar

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 budget dialog.

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.

See budget dialog for more details.

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Step 3: View the budget report

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Open the budget report window from either the mainwindow-menu: Reports / - Budget, or from the budget report icon on the toolbar.

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The Decay column shows the difference between the amount spent and - the amount budgeted.

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See the budget report for more details.

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Step 3: View the budget report

Open the budget report window from either the main-window-menu: Reports / Budget, or from the budget report icon on the tool-bar.

The Result column shows the difference between the amount spent and the amount budgeted.

See the budget report for more details.

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