Edit an Accounts  Budget - Monthly

 

Account Name of the Account is displayed in this field.

 

Left Click in the field and enter the Monthly Budget value in the field for the specific period. Each period may have the same or different budget values. Enter each month's values individually.

 

Note:

Positive Budget Values depicts debit values and Credit Budget Values are entered as negative values.

 

 

 

If the Split Box is not ticked, then the Yearly Budget will display the sum total of the twelve periods. It is also greyed out and cannot be changed.

 

To Budget Yearly values, tick the Split Box. (Refer to Edit an Account's  Budget - Yearly).

 

When the Split Box is not ticked, Budget Values per month can be edited. (Total will be greyed out).

 

When the Split Box is ticked, Yearly Budget Values can be edited. (Monthly values will be calculated as the Yearly Value divided by twelve even values. Monthly values will be greyed out.) (Refer to Edit an Account's  Budget - Yearly).

When all information has been entered the Budget for the Account is saved by Left Clicking on the Save Button (). Should the user want to Cancel the Add Action, Left Click on the Cancel Button ().