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Funds

Budgets are broken into funds.

Add a Fund

A fund is 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 then choose which Budget you would like to add the fund to.

In the form that appears you want to 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 'Actions' button under which you will find the 'Edit,' 'Delete,' and 'Add Child Fund' options.

A child fund simply a sub-fund of the fund listed. An example would be to have a fund for 'Fiction' and under that have a fund for 'New Releases' and a fund for 'Science Fiction.' It is an optional way to further organize your finances.

Funds with children will show with a small arrow to the left. Clicking that will show you the children funds.

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

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