Rescaling the budget

Budget rescaling controls

On the Rescale Budget tab are a set of controls that allow you to temporarily alter your budget total, by increasing or decreasing all non-essential expense amounts, in proportion to their relative size in the Original Budget. Those categories which you have marked (on the Edit Original Budget tab) as Essential Expenses remain unchanged.

These controls allow you to adjust the value of Expenditure within an automatically set range. The range itself can also be manually reset using either of the two buttons at the top of the control. Using all these controls you can scale, up or down, discretionary expenses - such as Entertainment, Vacations, etc - to examine the effect on the overall Total.

The value of Rescaled Budget can also be directly altered by editing its text box, or by using its associated spin control (see Editing currency amounts).

And when the Synchronize function is also engaged, the Rescaled Budget Total synchronizes with the Expenditure figure (on the Accounts side of the program), showing graphically the interaction between income and budget total, over time - in the dual chart display.

Using the click button controls at the top of the Rescale Budget tab, the value of the Rescaled Budget total can be instantly set to one of three preset values:


Original Budget Total
This is the value of the budget set on the Edit Original Budget tab, and is used as the basis for all rescaling operations.
Essential Expenses
This is the minimum value the rescaled budget can take, and when selected all discretionary (non-essential) expense categories will be set to zero.
'Optimum' Expenditure
This figure always represents the 'optimum' expenditure for the current income data set on the various Accounts tabs (see Optimizing Expenditure).

Note: This button only sets the Rescaled Budget total to the 'optimum' value - it does not engage the Optimize function which both sets Expenditure to the optimum value now, and also attempts to keep it optimized.


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