Items

The Items worksheet for the Demo database looks like this (Click to make it bigger):

Items go in budgets, so before you can create a budget, you create the items for it. It takes some practice to get the naming just right - or at least right for you. You can delete an item that has not been added to a budget yet by clicking on the trashcan icon. If it has been added to a budget the icon will be greyed-out - which means it is disabled.

Items can be re-used - added to more than one budget. You also get different kinds of items - annual, monthly and ad hoc. Only annual items can be added to annual budgets, for instance. You can have items with the same name as long as they are different in kind. You can also name categories and items the same - it is really up to you.

You should already have categories that you can assign to your items. If you don’t, click here to find out more about categories first.

To create a new Item, click on Create Item... and fill in the fields:

You can also tag your items. Just start typing in the Tags column and press enter. Or if the tag already exists, it will appear in a list of possibilities and you can select it:

You can also tag many items at once. Just select the ones you want to tag and click Tag...: .

When you have the items you want, you can go ahead and create some budgets. Click here to learn more about budgets.

You can always come back to the Items worksheet to create more items. You can also modify the names and categories of items - just double-click to change.

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