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User Guide : Quick Start

vimofthevine edited this page Sep 19, 2012 · 4 revisions

Begin by creating a new budget (File->New or the new toolbar button) or opening an existing budget (File->Open or the open toolbar button).

select budget source

Once opened, the budget can be modified by bringing up the budget parameters dialog (Edit->Budget or the edit-budget toolbar button).

edit budget

Individual estimates can be modified by selecting the estimate and changing the estimate parameters in the detail tab.

estimates

The estimate tree can be modified by adding and deleting estimates.

new estimate

New assignment rules can be created by selecting an estimate and clicking the Create Rule button in the rules tab.

create rule

Over in the rules window (Edit->Assignment Rules or the edit-rules toolbar button), assignment rules can be edited, creating conditions for matching transactions to the rules.

rules

apply changes

Once all estimates and rules have been defined, import transactions from an external source (Analyze->Import transactions... or the import toolbar button).

select import source

All imported transactions can be seen in the transactions window (Analyze->Imported Transactions or the transactions toolbar button).

imported transactions

After transactions have been imported, they are assigned to estimates via the assignment rules. Progress for each estimate is found on the progress window (Analyze->Estimate Progress or the progress toolbar button).

estimate progress

After transactions have been assigned, the ending balances are calculated. The impact of each estimate on the estimated, actual, and expected ending balances is found on the impact window (Analyze->Balance Impact or the impact toolbar button).

balance impact

A summary of all analysis is found on the summary window (Analyze->Analysis Summary or the summary toolbar button).

analysis summary

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