create a budget

Discussions about iCompta on iOS
Post Reply
kermit
Posts: 2
Joined: 13 March 2017, 17:01

create a budget

Post by kermit » 13 March 2017, 17:36

Hi
I just downloaded iCompta6 the other day - it looks great and finally I found an app that has the options I want.
However I do have a problem with setting up a budget.
eg I have the budget "living", included I have several categories like grocery, eating out, books, etc.etc. now I don't want to set up a budget for each category seperatly but just one overall budget for "living" (but still I want to have the transactions in the different categories so I can see where I spend the money) - somehow I haven't found out how to do this. Would really appreciate it if you could explain me how to do it.

Thanks
Kermit

User avatar
Angeman
Administrateur
Posts: 1715
Joined: 28 December 2008, 21:28
Location: Toulouse, France
Contact:

Re: create a budget

Post by Angeman » 13 March 2017, 20:14

You can do it by making a parent category Living and making Grocery, Eating out, Books subcategories of Living. Then you'll be able to set a budget for Living category.

kermit
Posts: 2
Joined: 13 March 2017, 17:01

Re: create a budget

Post by kermit » 13 March 2017, 20:57

Hello Angeman,
thanks for the reply - I was looking for something like subcategories but couldn't find it. How/Where do I define a category as parent category?

Thanks

User avatar
Angeman
Administrateur
Posts: 1715
Joined: 28 December 2008, 21:28
Location: Toulouse, France
Contact:

Re: create a budget

Post by Angeman » 13 March 2017, 21:48

To put a subcategory in a category, you have to drag the subcategory under the parent category (or one of its subcategories) when the parent category is open (the triangle is facing down).

Post Reply

Who is online

Users browsing this forum: No registered users and 2 guests