Budget sheet
The Budget sheet shows income and expenses per category per month in a table view. Amounts can be adjusted per month, compared with actuals and exported to PDF.
Where to find the Budget sheet
Section titled “Where to find the Budget sheet”- Tablet or PC — bottom centre, under Budget.
- Phone — via More > Budget sheet.
Display settings
Section titled “Display settings”Use the settings button at the top left to adjust the view:
| Option | Behaviour |
|---|---|
| Sort | Sort by amount or by category name. |
| Colour position | Highlight deviations above a set percentage in colour (red or green). |
| Edit mode | On: click an amount to adjust the budget. Off: clicking opens the category details. |
| All categories | Also show categories without a budget or actual amounts. |
| Internal | Show categories where Internal is checked (for example transfers to a personal savings account). |
Month table
Section titled “Month table”| Element | Behaviour |
|---|---|
| Amount display | Select at the top left which amount is shown per month: Budget, Actual, Position or Forecast. |
| Grouping | To the right of it, categories can be grouped by group or group type, with subtotals per group. See Budget per group. |
| Mouse-over (PC) | Hover over an amount to see budget, actual, position and forecast for that category in that month. |
| Target icon | Use the icon to the right of the category name to adjust the budget directly or copy a historical pattern. |
| Alt + click | With edit mode off: Alt + click (Option + click on Mac) opens the edit view for that month. |
| Bold amounts | Actual amounts are shown in bold, including for past months. |
| Current month | Marked with a * after the month name. |
| The button at the top right exports the overview to PDF. Set the page orientation to landscape in the print settings for the best result. |
Setting a monthly pattern
Section titled “Setting a monthly pattern”Per category a monthly pattern can be set, so the budget can differ per month. The pattern can be entered manually or copied from the actual income and expenses of this year or last year. This makes the forecast follow the real spending pattern more accurately.
Creating a reservation
Section titled “Creating a reservation”A reservation is a one-off budget on a single date — for an expense (for example a deferred payment) or for income (for example a holiday allowance in May):
- Click the + button at the bottom right.
- Choose Reservation.
- Choose or type the category under Category. A name that doesn’t exist yet is created as a new category. The pencil next to the field lets you fill in the category details.
- Under Type, choose Income or Expense.
- Frequency is set to Once. Enter the date and the amount.
- Click Save.
The amount is added to the budget of the relevant month on the specified day.
Adjusting a budget from a date
Section titled “Adjusting a budget from a date”To adjust an existing budget from a future point in time (for example when expecting an energy price increase):
- Open the category and the Budget tab.
- Edit the existing budget rule.
- Choose Adjust this budget from… and enter the start date.
- Enter the new amount and click Save.
The end date of the previous budget rule is automatically set to the day before the start date of the new rule.