Assigning Budgets to a Transaction

Step 1: Set up budgets

Please refer to:

How to Add a Budget

Step 2: Go to the Transaction creation page

Step 3: Click on Project

Step 4: Select Budgets and SubBudgets to be assigned to

The app allows great flexibility in assigning a transaction to budgets/subBudgets.

Step 5: Assign Proportions to Selected Budgets/SubBudgets

A transaction can be assigned to multiple budgets/subBudgets, each with different proportions.

The sum of the proportions must be greater then 0% and no more than 100%

Step 6: Save the transaction after finishing editing the transaction