Budget Help

  1. Key Concepts
  2. Getting Started
  3. Work with Accounts
  4. Work with Envelopes
  5. Work with Income
  6. Record Transactions
  7. Work with Transactions
  8. Calendar
  9. Investments
  10. Calculators
  11. Import/Export/Sync
  12. Reports/Statistics
  13. Preferences
 See Also:
Entering Data for Transactions
Reminders: Repeating Transactions
Rule Based Deposits
Setup Check Printing

Make a Deposit

You can make deposits to any envelope. Deposit transactions increase the amount of money in a bank account and in an envelope. To record a starting balance or to make a deposit to more than one envelope at the same time see the split deposit topic.

To make a deposit select the envelope and use the Transaction > Deposit... menu command or click the DEPOSIT toolbar button.

The deposit transaction window displays the bank account balance in the upper left corner, and the selected envelope in the upper right corner. If you have more than one bank account defined see the section on multiple bank accounts.

Deposit transaction window
  1. The program places the current date in the DATE field. You may change this if desired.
  2. Enter the source of the funds in the RECEIVED FROM field. The field has a popup menu on the right. If you have written a previous transaction to the account or envelope it will be placed in the field for you. Budget places a list of previous transactions and entries from the Apple address book in the popup list. You can enter a few characters and Budget will try to auto fill the field with a similar previous transaction or an address book entry. You can also use the drop down menu to select an entry to use. You can click the address book icon next to the field to add a new entry to the address book or to get the information for the entry if it exists. See the Address Book for more information.
  3. Enter the amount of the deposit in the AMOUNT field.
  4. Enter any additional information desired in the FOR field. This field is optional.

The button with the small currency symbols on it is the QUICK CONVERT popup menu. Click and hold on the button to select a currency conversion. The AMOUNT field will be multiplied to the correct amount in the selected currency. You can set up the quick convert menu and the rates used in the Currency Converter window.

To set up a future deposit to the same envelope and bank account, turn on the REMIND checkbox. You can learn more about Reminders.

When you have all the information entered, click the RECORD button to complete the transaction and return to the main window or you can click the RECORD AND REPEAT button to enter more deposits in the same envelope or in different envelopes using the little black arrow in the envelope box.

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