Managing Budgets

Adding a budget item
  1. Double-click on the appropriate budget in the Workspace.
  2. Click the "+" button in the Item Editor or select Action > Add Budget Item. The New Budget Item sheet appears.
  3. Configure the following options:
  4. The Spent and Average fields show the amount that has already been spent on the selected category this period and the average amount spent in three previous periods respectively.
  5. Click Done. A new record will appear in the budget.

Note: The spent amounts for categories that contain at least one subcategory include only unbudgeted subcategories. For instance, if you have separate budget lines for Food and Dining Out, the Food amount excludes transactions assigned to Dining Out.

To edit a budget item, right-click on its field and select Edit Budget Item.

To see a budget for a specific period, click on the respective period in the calendar bar at the bottom of the budget window.

Deleting a budget item
  1. Select the item you want to delete.
  2. Click Backspace or right-click on the item and select Remove Budget Item.