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Funds

Budgets are broken into funds.

Add a Fund

Funds can be added to a budget.

Important: A budget must be defined before a fund can be created.

To add a new fund, click the 'New' button and choose the budget to which you would like to add the fund.

In the form that appears, enter the basics about your fund.

The three first fields are required. The rest are optional.

When complete, click 'Submit' and you will be brought to a list of all of the funds for the budget.

To the right of each fund you will find the 'Edit,' 'Delete,' and 'Add Child Fund' options. A Child Fund a sub-fund of the parent fund. For example, one might have a parent fund for 'Fiction,' and Child Funds for 'New Releases' and 'Science Fiction.' It is an optional way to further organize your finances.

See the full documentation for Funds in the manual (online).

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