Budget Workbook Help Index
Budget Workbook Icon

Transaction Sets

Every transaction is part of one and only one transaction set. Initially, there is an implicit transaction set that all transactions belong to. Transaction sets allows you to have a completely different group of transactions for different needs. For example, you could have one set for home expenses and another for work expenses.

To create additional transaction sets use Transaction Sets > Add New....

When you click the Add New menu selection you will see a small window. Enter the name for the transaction set. Once you create new transaction sets they will appear in the menu. Selecting a transaction set in the menu will make the transactions sets entries visable.

Note: Currently the only way to move a transaction from one set to another is to first delete the transaction, and then reenter it in the other transaction set.