46 lines
1.2 KiB
ReStructuredText
46 lines
1.2 KiB
ReStructuredText
*****
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Usage
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*****
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.. Setting budgets:
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Setting budgets
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===============
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New `Budgets <model-account.budget>` can easily be created, and existing
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budgets updated, by changing the budgets that are found in the
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[:menuselection:`Financial --> Budgets --> Budgets`] main menu entry.
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.. tip::
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To quickly add missing lines to a budget, you can use the :guilabel:`Update
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Lines` button. This creates a budget line for each missing income account.
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.. tip::
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To quickly create and distribute a budget across financial
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`Periods <account:model-account.period>` you can use the
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`Create Periods <wizard-account.budget.line.create_periods>`
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wizard by using the budget's :guilabel:`Create Periods` button.
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.. tip::
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A budget can be copied to a new `Fiscal Year
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<account:model-account.fiscalyear>` using the `Copy Budget
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<wizard-account.budget.copy>` wizard from the budget's :guilabel:`Copy`
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button.
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.. Tracking budgets
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Tracking budgets
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================
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A report of actual amounts of each `Budget <model-account.budget>` can be found
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by opening the [:menuselection:`Financial --> Reporting --> Budgets`] main menu
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item.
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.. tip::
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From this view you can see the breakdown of a budget into its periods by
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opening the budget's line.
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