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1. Budget Notes: way to use
15 easy steps, which will cover all the basics of using Budget Notes
1) Start with Budgets
2) Adding a new Budget
3) New Budget
4) Expense Budget
5) Household Budget
6) Income Budget
7) Two Budgets
8) Add transactions
9) Mind the date, especially the month
10) New transaction
11) Budget caption
12) Add another transaction
14) Passcode setup
15) Passcode usage
Rollover is used when you want to transfer the remaining balance of the budget to the next period. For example, you set up a budget with 50 for coffee in February, and set it to repeat monthly (ATTN: it is critical to set the repeat value, otherwise there will be nothing to rollover; the majority of issues from using rollover comes from not setting the repeat value). So when the rollover is OFF, this month you spend 30, and the next month it will be 50 again. But when the rollover is ON, and this month you spend 30, the next month you will have it 70 (50 + the 20 you have not used).
The sophisticated use of the app allows you to change budget periods from those that exactly match the month to other values (for example, you can start a budget period in the middle of one month, and end it in the following month). We do not recommend doing so until you are well familiar with the app because it may lead to confusion. Specifically for this case we have introduced the optimized view for reports. Without optimization the budget entries, which are found in-between two months show up in each month fully, i.e. without splitting between months proportionally. E.g. if you have a budget called “ice-cream” set between February and March for 200, it will show in February as 200, and in March as 200. In the optimized reports your budget entry is calculated based on the proportion related to the number of days when the entry is active in each month.