Synchronizing budget with accounts

The Synchronize function allows you to combine the information created on the two different sides of the program: Accounts which deals with income data, and Budget, which contains the details of actual expenditure or a planned budget.

When the Synchronize button is clicked DOWN:

  1. Expenditure and Rescaled Budget are made equal. You must choose a new common total for these amounts from either of their current values.



  2. The two amounts are now treated as a single entity, so any change to the value of Expenditure is mirrored by an identical change in the value of Rescaled Budget, and vice-versa.

There are two situations which may restrict your choice of a new common total:

  1. The current total for categories marked as Essential Expenses may be greater than the current figure for Expenditure. In that case your only options are either to choose the current value of Rescaled Budget as a common total, or to cancel the synchronize function (the Expenditure option is not enabled).



  2. If all the budget categories are marked as Essential Expenses then the budget total cannot be adjusted and the new common total must be the current value of Rescaled Budget (which will also be the Budget total set on the Edit Original Budget tab). (As in the previous case the Expenditure option is not enabled.)





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