Budget dialog

HomeBank User manual

# Budget dialog

The budget dialog is the main interface to edit, modify and manage your budget. Please refer to the using the budget feature for details on how using this feature.
You also have a table view version of this dialog since v5.3, see below.

## Dialog call

- main window menu: Manage / Budget
- main window tool bar.

## Using budget table view dialog

### Summary/Expense/Income switcher

Toggle the category list with Expense/Income categories only or summary

### Quick search

A quick search text filter. You can use CTRL+F to activate and ESC to clear.

### Menu button

Import | import the budget from a CSV file.
Export | export the budget to a CSV file.
Clear All | clear all budget lines

Please refer to CSV file format for the file description.

### Budget list

the category and budget columns.

= category has budget set (and is also displayed bold)
= category is forced to be displayed

Usage of this list:

- double click on row/column you want to edit
  you can force the amount sign with prefix with +/-
- when the checkbox in Monthly column is ticked, the budget is the same for each month, and so only this column can be edited

### Options

Clear input | clear any budget for the selected category
Force monitoring this category | By default, if a transaction has no amount (0.00) it it not displayed into the budget report. This checkbox will change this and can manage such case.

This dialog is deprecated and will be removed in a future version

## Using budget dialog

### Expense/Income switcher

Toggle the category list with Expense/Income categories only

### Menu button

Import | import the budget from a CSV file.
Export | export the budget to a CSV file.

Please refer to CSV file format for the file description.

### Category list

display the list of categories and subcategories of the current wallet.

= category has budget set (and is also displayed bold)
= category is forced to be displayed

### Budget totals

This is the totals for the current budget.

### Budget for ...

is the same each month | category budget will be the same for every month: Jan -> Dec you can then fill the amount below
is different per month | category budget will be specific each month you can then fill the amount of each needed months
Jan, Feb, ..., Dec | The amount for each month
Clear input | clear any budget for the selected category

### Options

Force monitoring this category | By default, if a transaction has no amount (0.00) it it not displayed into the budget report. This checkbox will change this and can manage such case.