how to create a budget using fiscal year 1/07 to 30/06

Asked by Charles

how do I change the budget form from the calender year to the fiscal year 01/07 to 30/06

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Stan (stanvan) said :
#1

Hi Charles,

I don't use the Budget feature, but this is how I think that it works. The user manual gives better detail... hit F1 in the program, or visit http://homebank.free.fr/help/index.html

When you go to the Manage > Budget screen to include your monthly expenses and income, this is not a "calendar year." The budget expects the amounts you enter to be the same, year after year, until you return to this screen to fine tune it and make it more accurate. Some of your expenses/income may be fixed, but others are just your "best guess" and will need this occasional fine tuning.

When you go to the Reports > Budget screen, all of the expenses/income that you entered in the Manage screen will be available. You can further sort by Category or Sub-category, and it is here that you can filter the date range of your budget to anything that you want it to be.

There is no print option, so if you want to save your budget report, you need to export it to CSV and open with LibreOffice Calc or Microsoft Excel (or other program) and print from there.

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