Graphical Overview

The main budget panel is shown below.

The width of the account column is adjustable by placing the cursor between the Account header and the period header columns and then clicking and dragging the mouse cursor right or left.

At the top of the panel, a toolbar exists that allows you to change how much information is displayed, modify the budgets, and export the active budget to a spreadsheet.

The budget drop down list lets you quickly select between different budgets you have created. The Budget Manager button displays a dialog that let you create, duplicate, and delete budgets.

The Properties button will display the dialog shown below with various options for the active budget.

The period used for the budget display can be changed in this dialog as well as the budget description. You may also select the account groups that are visible for the selected budget.

The year spinner allows you to bump the selected budget up against the selected year's transaction data. The selected year also effects the calendar periods when editing period amounts.

Double clicking on an account name to the left of the panel will display a dialog that allows you to change the account specific budget period and period amounts.

The Smart Fill panel may used to enter repeating patterns or fill in the amounts automatically based on the last 12 months. Alternatively, you may directly edit the amount of each period by clicking and typing in a table cell.

The per account budget amounts as well as the Change and Remaining values are hierarchical in that the values of the child account are summed and are added to the parent account. If a parent account is not configured has a placeholder, it may also be assigned period goals that are inclusive of any children.

At the bottom of each reported budget period, a summary by account group is displayed. To the right, a summary by account is displayed. The summary's made be disabled if desired by unselecting the appropriate checkboxes.

The Export Spreadsheet button will export a file to your choice of an xls or xlsx file. The exported spreadsheet does contain formulas which makes it easier to manipulate the file externally.