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Financial planning is done by adding the Budget table.
If your accounting file doesn't have the Budget table yet, proceed as follows:
- Tools menu -> Add new functionalities command
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Add Budget table
Warning: this operation cannot be undone. If you want to return to the previous version, keep a copy of the pre-existing file, or use the Remove Budget table function.
Thereafter, the program will:
- Add the Budget table, carrying forward the budget values indicated in the Accounts table.
- Lock the Budget column in the Accounts table.
The values of this column are being calculated according to the budget transactions, using the period defined in the accounting tab basic data.
Remove the Budget table
With the Add new functionalities ... command (in the Tools menu) you can also remove the Budget table.
Warning: This operation can not be undone. Once the command is executed all budgeted movements will be erased.
If you have the possibility to return to previous version, make sure to save a copy before executing.
Once the Budget table is removed, the Budget column will again be available for modifications in the Accounts table.