Using the top sheet menu

Each top sheet level account has a menu to the left of the account number that allows you to:

• Duplicate the item, including all underlying accounts and details.
• Exclude the item to hide it and its costs; useful for budget modelling or exporting versions without specific information. Click Include to make it visible again.
• Move the item to reorder rows within the top sheet.
• Insert Sum to add a sub-total anywhere in the top sheet for quick summaries.

To access these options:

1. Click on Budgeting in the sidebar menu.
2. In your budget’s top sheet, click the dropdown menu icon to the left of the account number.
3. Select which alternative you want to use.