Budgets
Set an amount aside for a period and a department or project, then follow what the books really spend against it: lines in service, alerts near the ceiling, revisions, and a generator that lays out a whole year.
Tutorial 1
Your first budget
Set aside an amount for one department over a year, put the budget in service and read what the books have already spent against it, without typing a single actual figure.
How-to 3
Generate budgets in one step
Create the budgets of a whole year in one step with the Budget Generator, one per month, quarter or year, with a line for every department, then type the planned amounts.
Follow spending against a budget
Find the budget lines near or over their ceiling, open one to read its pace, list the entries behind its actual amount, and compare budgets in the pivot or from an analytic account.
Revise, close or cancel a budget
Change a budget in service by issuing a revision that keeps the original, close a budget whose period is over, and cancel one that should not count, without losing its history.
Reference 1
Budget automations
What Budgets does by itself: the immediate update of the figures when an entry moves, the nightly re-reading of the budgets in service, and the messages a budget records, with how to stop each one.
Explanation 1
How budget figures are counted
Where the actual amount of a budget line comes from, which entries it counts and which it ignores, how the alerts and the pace are worked out, and how a budget moves from draft to closed.