[17.5.8] Added budgeting (+ going back to Application Data folder)

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its not in the customise - you only use customise for adding tabs. Go to settings and you will find Budget there. Bear in mind, its still in a very basic stage - still needs a lot of work.

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Thanks for the reply, I’m afraid I can’t see the option under Settings either (in the cloud edition), hence I thought I might need to enable it:

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501540×890 68.5 KB

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It would appear that it has been moved now. Its now in Reports. Which is where it should have been from day one!

https://forum.manager.io/t/create-a-budget/11069

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Great to have this basic budgeting tool. Budget is not calculating percentages in the report. Any reason for this?

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The percentages should show. In my test, they do for income accounts, but not expenses. I will create a bug report.

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Budget is great tool for comparison, but Can this budget has Clone functionality at least.?

please consider this scenario.
i enter budget for AUG and Sep ( in both i select 1st to end of every month)
but if i need to compare actuals to budget for the period from 1st Aug till 30th Sep, i need to do it with new budget, isn’t there any work around solution for this ? i.e. P&L for period will consider if there is budget/s entered for the same period, and User need to select dates carefully

Regards;
Ayman

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2017-09-08
2017-09-081366×768 84.4 KB
Please see my report not giving me percentages

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You need to enter your Expense amounts as a negative when creating the budget, and then it should work as you expect.

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Read the Guide: Create a budget | Manager

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Hi Lubos,
I have version 17.9.45 installed and want to use budgetting for the first time.
Can’t find it at setting.
What mistake do I make?

Kind regards,

Arie

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Read the link in the post directly above. It was moved before you downloaded your version. This fact was discussed further up in the topic. Please read before posting.

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Suggesting:

  1. Tracking Code for the Budgeting just like in the Profit and Loss Statement.
  2. Ability to clone.
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@success127 both suggestions (clone budget and ability to have a budget per tracking code) have been now implemented.

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Thanks @lubos.

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Excellent.

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A post was split to a new topic: Suggestion to be able to name P&L Statement (Actual vs. Budget)

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Hi Lubos,
Has the budget feature been discontinued form the desktop version - I can’t see the setup under settings?
Many thanks

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It’s under Reports tab now.

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Many thanks I just couldnt find it.

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