When viewing the list of funds, click the 'Budget Planning' button and choose how you would like to plan to spend your budget.
If you choose 'Plan by Months' you will see the budgeted amount broken down by months.
To hide some of the columns, click the minus sign (-) to the right or below the dates. To add more columns, click the plus sign (+) found above the 'Auto-fill row' buttons.
From here, you can plan your budget spending by manually entering values or by clicking the 'Auto-fill row' button. If you choose to auto-fill the form, the system will automatically divide the total. Therefore, you may have to adjust the allocations manually to better reflect your library's needs.
Once your changes are made, click the 'Save' button. If you would like to export your data as a CSV file, enter a file name in the 'Output to a file named' field and click the 'Output' button.
See the full documentation for Budget Planning in the manual (online).
[% INCLUDE 'help-bottom.inc' %]