Getting Started with your Budget

Primary tabs

  1. To start the program click on the calculator in the upper part of the website and your dashboard will pop up. this will change when Katja creates the startup page
  2. Click on 'create budget' and an empty budget form will popup. this will change when katja creates the startup page      

View Modes: the budget can be viewed in several modes. 

  • Collapsed (major categories only listed - categories open on click)
  • Semi-Collapsed (main budget categories are now visible)
  • Quick Input Mode  (all information is visible and can be edited/updated quickly)

Tip: Once you've determined your favourite view, set it as default (underneath budget title)

screenshot view modes budget planner YBP

 

Adding an item click on a '+Add' icon and fill in the information.

Delete an item by clicking on the red X behind every item row.

Editing info in two ways (this varies slightly by view mode :

  • Most number fields can be edited directly in the form.
  • Titles and info/notes may need to use the little pencils (edit icons) besides each category. A popup box will appear and the information can be edited. In the Quick Input Mode the info field can be filled in right in the form.
Category: 
Instruction