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

Simplified Data Entry

There are many ways to do things in the Budget application. There is a menu bar which contains all of the commands in Budget. There is a toolbar which you can configure for commonly used commands. There are also keyboard short cuts (hold the Command key while typing a letter). There are also single mouse clicks, double mouse clicks, and Command key mouse clicks. You may want to experiment with different methods to find the one that is easiest for you.

Example: You can select an envelope by clicking in the envelope box once, select a second envelope by holding the shift key and clicking in the second envelope box. Then use the Transactions > Transfer... menu command to transfer money from the first envelope to the second. Or you can simply use drag and drop to drag from one envelope to another to do a transfer of funds.

When entering a transaction, the fields are automatically filled in with the information from the previous transaction written in that envelope. This provides a very simple means of writing recurring checks (for example, the mortgage check normally doesn't change).

When creating new items such as Pay Sources or Envelopes a sample is created for you that you can then modify.

Example: When you activate the NEW ENVELOPE command, an envelope named "New Envelope" is automatically created. At this point you can then change the name from "New Envelope" to the whatever you want, for example "Mortgage" or "Grocery".

Amount Fields

The program provides for simplified entry. Amounts can be entered with no need to enter the currency symbol or thousands separator. You must use the decimal symbol to indicate portions of the currency.

Example: An entry of 1000 is the same as entering $1,000.00. An entry of 123.4 is the same as entering $123.40.

The currency symbol, thousands separator, and decimal place indicator can be changed to whatever you prefer. See the General Preferences help for a description of how to change your currency format.

Date Fields

The program also provides a simple manner for date entry. Defaults are always used where appropriate.

Example: If your date format is mm/dd/yy, entering "9/6" would be September 6th of the current year. Entering just "6" would be the 6th day of the current month and year.

You can use the + and - keys to increment or decrement the date by one day. With the Option/Alt key held down, the + and - keys increment or decrement the date by one month. You can press the T key to set the date to today.

You can change the order of the month, day, and year and also the separator symbol using the System Preferences application. See the General Preferences topic for a description of how to change your date format.

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