HomeBank

don't understand how to use budget feature

Asked by Long Play

It looks to me like you have to import data to use budget feature. I've already imported the data from my bank statements and have modified the data to show categories. So how do I get the budget feature to act on a file I have already created and have been using? When I have my created file open it does not offer a budget feature. When I go out to the main program it has the budget feature, but can't figure out how to get it to interact with my Homebank file.
Thanks for any help you can lend.
Lp

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Ton (profiler1234) said : 		#1

For the budget feature to act, there are 2 ways to get started.

[1] Go to menu <Manage><Budget> and select the category you want to include in the budget.
     Add the preferred budget-amount for all/or individual months.
     Details can be found in <Help><Windows & Dialogs:Budget dialog>

[2] You can create a external Budget csv-file and import it.
     Details can be found in <Help><Reports:Budget>

After doing that, just go to menu <Reports><Budget>
Details can be found in <Help><Reports:Budget>

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