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

Main Window Settings

Main window settings section

Envelope View Area

The left side of the settings area is the envelope view table. All envelopes are displayed in the table and the checkboxes are set based on the currently selected envelope view. Check the boxes to either show or hide the envelope from the envelope view.

Note: You must select an account to modify an envelope view. You can not modify any envelopes in the "All Envelopes" view.

History Area

Normally account histories only show transactions that effect multiple envelopes. Check the box to show all transactions for an account. You can select which transactions types are shown in the history and transaction report.


Transaction/Calendar Area

The top part shows information for a selected reminder. You can change the warning period or the frequency of a reminder. Click the button to skip a due reminder. In the bottom part you can set whether Budget defaults transaction information when you change accounts or envelopes. Check the box if you want to work with To Do's in the calendar area.


Statistics Area

Select if you want Budget to display the statistics as a table, line graph, or bar graph. Check the boxes for the type of information you want to see in the statistics.

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