4.7. Budget Window

4.7. Budget Window
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Actions → Budget → Open Budget will open the default budget or offer you a choice if there is more than one budget. A new tab will open with the budget displayed.

4.7.1. Budget Window Menus

Here are some menu items that are particularly useful to working with budgets.

4.7.1.1. Budget Window - Edit menu

Tabella 4.31. Edit Menu - Special items for the budget window.

Voce del menu	Descrizione
Estimate Budget	Estimate a budget value for the selected accounts from past transactions.
Delete Budget	Delete this budget.
Budget Options	Edit this budget’s options.

4.7.1.2. Budget Window - Actions menu

Tabella 4.32. Actions Menu - Items in the standard menu that relate to budgets.

Voce del menu	Descrizione
Bilancio →	Opens the Budget sub-menu to select budget actions.
	Nuovo bilancio preventivo	Create a new budget and open it in a new tab.
	Apri bilancio preventivo	If no budget exists, create a new budget and open it. If only one budget exists, open it; otherwise user selects one to open.
	Copy Budget	If no budgets exist yet, just open a new budget. If only one budget exists, create a copy of it; otherwise user selects one to copy. If a copy is made, then the copy is opened in a new tab.

4.7.1.3. Budget Window - Reports menu

	Using more than one budget
	When there is more than one budget, the reports will use the budget selected in book options by default. See Sezione 10.3, «Book Options» and Sezione 10.3.2, «Budgeting Book Options Tab» for more details. After the report is displayed, the budget it uses can be changed in the report options General tab.

Tabella 4.33. Reports Menu - Items in the standard menu that relate to budgets.

Voce del menu	Descrizione
Bilancio →	Opens the Budget sub-menu to select a budget report.
	Budget Balance Sheet
	Budget Barchart
	Budget Flow	This report includes information from one budget period at a time. The left column of numbers shows the budgeted amounts, and the right column of numbers shows the actual amounts. It only shows certain accounts, those that have no sub-accounts.
	Budget Income Statement
	Budget Profit & Loss	This report is identical to the Budget Income Statement report.
	Budget Report	The budget report shows all accounts and all periods. For each period it gives the budgeted amount and the actual amount. There is an option to add another column showing the difference (budgeted - actual).

4.7.2. Budget Window Toolbar Buttons

The Budget window has a Toolbar to quickly access common functions used with budgeting.

Tabella 4.34. Budget Window Toolbar

Pulsante della Barra degli strumenti	Descrizione
Salva (Ctrl+S)	Save the current budget.
Chiudi (Ctrl+W)	Close the Budget window.
Opzioni	Edit this budget’s options.
Estimate	Estimate a budget value for the selected accounts from past transactions.
Cancella	Delete this budget.

4.7.3. Budget Window Main Display

The budget window contains a list of accounts down the left hand side, and a set of columns down the right hand side that represent budget values. Each column corresponds to a budget period. The number of periods for a budget can be changed using the Budget Options dialog.

Procedura 4.1. Entering a budget value

Click the row corresponding to the account you wish to budget
Choose the period this value is for, and click in the cell corresponding to that period
Type the value in the cell
Press Enter to finish editing the value.

4.7.4. Budget Options

Tabella 4.35. Budget options

Option	Descrizione
Budget Name	The budget name is used in the tab’s name and also in any reports you create with the budget.
Note	A description of the budget.
Budget Period	The budget period includes when the budget starts (start date) and how long each budget period lasts.
Number of Periods	The number of periods in the budget.

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