Plan what each category may spend, compare with real spending, and keep a register of lifts, generators and other assets.
Yearly budget
Month-by-month budget grid
Fixed assetsSteps
- Open Finance, Budget tab. Enter a yearly amount for each category and save. The Overview compares it with what was really spent.
- For finer control open the Monthly budget tab. Set each month, use Copy forward to repeat a month, or Split yearly evenly to divide the year by 12.
- Lock a month once it has closed. Changes to a locked month need an override and are recorded in the activity log.
- Open the Assets tab and press Add asset. Enter item, cost, date bought and useful life.
- Items of BDT 20,000 or more become assets and lose value over their life. Cheaper items are booked as an expense.
Tips
A month you have not set follows the yearly budget divided by 12.
Disposing of an asset records it as written off.
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