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Budget Help Page

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Table of Contents

How Do I Add an Expense?

Click the “+ Add Expense” button, as shown below:
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A pop-up window will appear. Alter things as needed:
“Enter Expense Summary”
This auto-fills with the name of the checklist item. Updating it here will not affect the name of the item in the checklist.
“Enter Expense Amount”
This should be in $00.00 format.
“Payment Date”
This will send a reminder for when the amount is due, on the day it is due.
“Category”
Align the expense with the category it’s being used for.
“Related Checklist Item”
Here, you can change which checklist item to align this expense with if it changed during the process of inputing the expense.
Click “+ Add Expense” to ensure the changes are saved.
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All Good! The expense has been added!

How Do I Change An Expenses “Expense Group By Day” category?

An expenses “Expense Group By Day” is determined by the “Payment Date.”
Input a date for payment in the “Payment Date” column to update the “Expense Group By Day” categorization.
“Expense Group By Day” categories:
“Not Set”
This means there is no Payment Date set for the expense.
"Before Event Day”
This means the payment is due before the event date.
“[Date of the Event]”
This means payment is due on the date of the event.
“After Event Day”
This means the payment is due after the date of the event.
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