Usage - Budget

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# Using the Budget feature

The Budget feature allows you to monitor your spending by category and subcategory compared to a budget preset.

### Step 1: Select the accounts to exclude from the budget

By default, all accounts are included into the budget.

Open the Manage Accounts dialog from either the mainwindow-menu: Manage / Accounts, or from the Manage Accounts icon on the toolbar.

To exclude an account in the budget tick the 'exclude from the budget' option for each account on that you would not like to include in the budget.

See Manage Accounts for more details.

### Step 2: Set a budget amount against each category

Open the budget dialog from either the mainwindow-menu: Manage / Budget, or from the Budget icon on the toolbar

Enter a budget amount against some category that you want to include in the budget. If the amount for a category is 0.00 it will not be showed in the budget until you tick the 'Force monitoring this category' checkbox at the bottom of the budget dialog.

For example, select the category 'Cash Withdrawal' and enter -50.00 in the 'Budget for each month' text box to allow spending up to 50.00 in the category 'Cash Withdrawal' each month.

See budget dialog for more details.

### Step 3: View the budget report

Open the budget report window from either the mainwindow-menu: Reports / Budget, or from the budget report icon on the toolbar.

The Result column shows the difference between the amount spent and the amount budgeted.

See the budget report for more details.