Budgeting

How do I start budgeting and add items to my budget?

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To begin adding items:

  1. Click Budgeting in the sidebar menu.
  2. Click on a budget title to open it or create a new budget.
  3. Add a top sheet row:
    • Click the small grey plus dot in the left margin where you want to insert a row.
  4. Add an account row:
    • Click the arrow next to the top sheet item and then click the grey plus dot to add an account.
  5. Add detail-level items:
    • Click the arrow next to the account row to access the account detail page.
    • Here, you can add line items, calculations, variables, tags, fringes, notes, and documents.
  6. To insert a sub-total:
    • Use the dropdown menu on the row above where you want the sub-total.
    • Select Insert Sum.

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