Budgets allow
you to keep track of your income or expenditure for one or more categories.
From the
budget screen you can view the current state of your budget for income or
expenses. From the illustration on the left, you can see that there is a
budget for Entertainment expenses and that for this month period we have
spent 15.50 leaving a remaining amount of 184.50.
To view your Income
budget, simply tap the Income button and once again to return
to your Expense budget.
Creating
a new budget
Creating a new budget can
be accomplished by first tapping the Income/Expense field
depending on whether you wish to add a budget for an income or expense
category. Then tap the New button, a
budget details window will
then open.
Tap
the Category field and select the
category. If it doesn't exist then tap New
and follow the instructions for adding a new category.
Tap the
Period field and select the
budgets' duration.
Tap the
Start Date field and select
the date which denotes the beginning of the budget. This is
required as your budget may start on a particular day of the
month/week/quarter/year etc... For example if you get paid
on the 25th of the month then you may wish to start your budget on
the same day.
Tap the
Amt field and enter the budget
amount.
Tap either Create to
store the new budget or Cancel to return to the
budget list without
storing the budget details.
Editing an existing
budget
To edit an existing budget, simply select the desired budget and tap Edit, then follow the appropriate steps in
Creating a new budget and tap Update to store the amendments.
Deleting
a budget
To delete an existing budget, simply select the desired budget and tap Delete, select Yes from the confirmation prompt to delete
the budget or No to leave the budget intact.
Budgets
in operation
Once you have setup a budget, they will then be shown in the
transaction form.
As you add
transactions the remaining budget will be updated so you will always know
what your situation is.
