Budget wizard
The budget wizard generates or updates budget rules for an entire year. As a source, choose a previous budget, the actual pattern of a year, or a blank budget.
How it works
Section titled “How it works”-
From Budget sheet, open the menu at the top right and select Budget wizard.
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Choose the target year and an action.
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Check the desired options.
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Confirm. Spendle shows how many rules will be created, updated or closed. Click Yes, run to save the changes.
Methods
Section titled “Methods”The wizard has four options for Action:
- Copy budget from <year> — copies the budget from the specified year to the target year.
- Actual pattern from <year> — generates a budget based on the actual income and expenses of the specified year.
- Blank budget — creates empty budget rules so everything can be filled in manually.
- Apply options only — applies only the options below to existing budget rules, without generating new rules.
Options
Section titled “Options”Per method, additional settings can be specified:
- Adjust amounts by — multiplies all generated amounts by the set percentage (positive or negative).
- Update past months — sets the budget of already completed months to the actual amounts.
- Set end date to end of <year> — closes the budget rules on 31 December of the target year.