Budgets section

Budgets

The Budgets section is located towards the top of the main account list. In the Budgets section you are able to create, edit and monitor budgets. Review the screenshots and info below to learn more about the options available in Budgets section.

Budgets list

In the Budgets section you will find the list of saved budgets. There you can select to create, edit, delete and view budgets. View the list of budgets in a icon view or in a table list view. Click the Settings Button button above the budgets area to edit the settings for the selected budget. Select to view a selected budget by double clicking on it, by pressing Return, or by pressing the spacebar.

Icon View

Icon view

General layout info:

General Layout Info
List View

Table list view

General layout info:

General Layout Info

Tip Tip: When selecting budgets in the table list view, you can control the fields shown for budgets by adjusting the optional columns. Adjust the optional columns for a table by using the program's View → Columns menu or by Control-clicking on an uneditable area of the table.

Keyboard Shortcut

Keyboard shortcuts (budget selection):

  • Create: Command-N
  • Show Settings: Command-I
  • Show Budget: Return or Spacebar
  • Delete: Command-Delete

Review the full list of keyboard shortcuts

Budget monitoring

In the Budgets section you can select to view and monitor budgets in a built-in PDF viewer. Click the Settings Button button above the budgets area to edit the settings for the selected budget. Click the Back Button button above the budgets area to go back to the list of budgets. Use the options on the upper right to print or export budgets.

General layout info:

General Layout Info
Keyboard Shortcut

Keyboard shortcuts (budget monitoring):

  • Show Settings: Command-I
  • Go Back to Budgets: Command–Left Bracket ([) or Command-Left Arrow
  • Print: Command-P

Review the full list of keyboard shortcuts