![]() You must have at least one category enabled for rollovers, and the Balance column must be displayed for the Reserve Rollover total to appear. Rollover Reserve (in Annual View): The sum of the rollover amounts in the Balance column for all of your rollover budget categories for the selected date range.Totals (in Annual View): The sum of the Budget, Actual, and Balance amounts for all of your budget groups or categories for the selected date range.Summary (in Annual View): The balance of each of your budget groups and categories for the budget year.Black numbers mean that you have money left in a category to allocate or spend. For expense categories, red numbers mean you have spent more than you budgeted for income categories, red numbers mean that you have received less money than you budgeted. Balance column: The difference between your budget amounts and your actual amounts for the selected date range.Actual amounts (in Graph View): The red and green colored bars display the actual amounts spent or received in each of your budget groups and categories for the selected date range.Click any actual amount to see your monthly spending or income history for a category. If the actual amounts are incorrect, you'll need to change the transactions themselves. You cannot change the actual amounts in your budget because they are calculated based on the sum of your transactions. Actual column (in Annual View): The actual amounts spent or received in each of your budget groups and categories for the selected date range. ![]() Budget column: The budget amounts you've assigned to each category for the selected date range.Here is a brief description of where they appear and what they mean. You'll see a lot of different numbers in the Budget window. For each month: If you are on budget, or under budget, the line is green if you are over budget, the line is red.In Annual View, each month has either a green or red line under its column header(s). ![]() The sum of the reminder transactions appears as a number in the segment. A light green or light red segment within a bar means that there are reminder transactions (transactions that will occur in the future) included in the category group or category.A grey bar (no green or red at all) means that there has been no income or expense activity in the category group or category during the selected date range.The sum of your income in the category appears as a number in the bar. For income categories: A green bar means that you have received as much or more income than you budgeted a red bar means that you have received less income than you budgeted.The actual amount you've spent appears as a number in the bar. For expense categories: A green bar means that you have spent as much or less than you budgeted a red bar means that you have spent more than you budgeted.You won't need to worry about your calculating skills when you use a budget template-focus your energy on saving and let a template do the rest.With easy-to-use templates, you'll save time and money year-round by creating beautiful custom cards.In Graph View, each category group and category has a either a green, red or grey bar next to it. Browse budget templates made for a range of uses, from regular monthly budgets to budgets focused on weddings, college, or saving for a home. By visualizing your expenses and financial goals, you'll be able to see exactly where your money goes. Whether you're managing the office budget of a small business or need to track your personal expenses, using a template makes it easier to stay organized. Monitor all of your home or business expenses accurately and decide what areas of your budget can be better managed. Simplify your monthly or weekly budgeting by using a free, customizable budget template. ![]() Reaching your financial goals takes careful planning and saving-using the right tools is the first step to budgeting effectively.
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