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Edit budget entry

Edit budget entry
1

Type

You can track both budget (expenses) and savings (income minus expenses).
2

Advanced settings

Show the advanced settings panel.
3

Amount

Amount you want to save or amount that you cannot exceed.
4

Currency

You need to select the currency.
5

Interval

Budget tracking interval - day, week, month, quarter or year. You can also select a date range (for example, if you want to save a specified amount for the vacation):
6

Name

Short description of a budget item.
7

Comments

Here you can enter any text describing this budget entry.
8

Categorization

This allows you to select a category, family member, add tags, etc. Read more...
9

Include filters

You can select to include transfers, payments of debts, uncleared transactions and transactions with a mark in the extra field #2 (see Extra fields). The filter includes transactions that fall into a specific category or have a specified tag. The program takes into account transactions satisfying all conditions.
10

Exclude filters

You can exclude uncleared transactions and those with a mark in the extra field 2. If you select these conditions, they are automatically removed from include filters. If, for example, the extra field is selected neither in excluding filters, nor in including ones, the value of this transaction field is ignored (the program includes transactions with and without the mark).
 
The filter excludes transactions that fall into a specific category or have specified tags. Transactions that satisfy at least one of the conditions will be excluded.
11

History

There are two ways to track budget. Each period is independent and amount of expenses at the beginning of the period is always the same - previous values are ignored. When the "Include previous values" option is enabled, any over expenditure or money saving for the previous period is included in the next period and amount at the beginning of the period can be reduced or increased. Select the number of periods to be included.
12

Access rights