HomeBank User manual

Budget dialog

The budget dialog is the main interface to edit, modify and manage your budget. Please refer to the using the budget feature for details on how using this feature.
You also have a table view version of this dialog since v5.3, see below.

Dialog call

Using budget dialog

Expense/Income switcher

Toggle the category list with Expense/Income categories only

Category list

display the list of categories and subcategories of the current wallet.

= category has budget set (and is also displayed bold)
= category is forced to be displayed

Menu button

Import import the budget from a CSV file.
See CSV file format for details.
Export export the budget to a CSV file.
See CSV file format for details.

Budget totals

This is the totals for the current budget.

Budget for ...

is the same each month category budget will be the same for every month: Jan -> Dec
you can then fill the amount below
is different per month category budget will be specific each month
you can then fill the amount of each needed months
Jan, Feb, ..., Dec The amount for each month
Clear input clear any budget for the selected category

Options

Force monitoring this category By default, if a transaction has no amount (0.00) it it not displayed into the budget report. This checkbox will change this and can manage such case.

Table view budget dialog