You can create, edit and delete accounts using the Account Manager window.
- In the Plan menu, select Accounts.
- Make necessary changes in the account list.
Account Name - this field is required.
- Close the Account Manager window.
Account Number - you can leave this field empty.
Account Type - select account type in the list.
Currency – Select currency from the list. If the required currency is not displayed, you should configure the list of used currencies.
Bank Name - you can leave this field empty.
Notes - specify a note if required.
Note:You don’t have to select currency yourself. Rylstim Budget automatically determines the currency used by the Account selected in the Origin Account field.
Note: Required fields are marked with red asterisks (*).
The and buttons are used to sort accounts in the list. The order specified in the Account Manager is applied to the entire project.
The button deletes the currently selected account if there are no transactions for it.
To change the list of categories, use Category Manager.
- In the Plan menu, select Categories.
- Make necessary changes in the category list.
Name – category name. This field is required.
Type – category type.
Budget - set limits for a specific category. After you have set limits, you will see the planned and actual income/expenses and differences between them in the Budget Report.
- Close the manager window.
The and buttons are used to sort categories in the list.
The deletes the currently selected category if there are no transactions for it.
You can change a category type anytime. In this case, the type of all corresponding transactions will be automatically changed.
For example: You decided to change the type of the "Internet" category from "Expense" to "Income". All transactions corresponding to the "Internet" category will now be "Income". Thus, the total value of these transactions will be added to the final total instead of subtracting.