Your WorkStation has a Budget Tracking feature that can help you capture basic budgeting information. Please be aware that it does not include the features that a budgeting software program offers. Budget Tracking includes several webparts that work together. Those webparts are discussed below in the order in which they should be populated.
Please review the following information to determine if the Budget Tracking can help you. If you want to add these features to your WorkStation, please contact us by email at firstname.lastname@example.org or by phone at 785-864-0533.
This webpart allows you to enter information about your revenue sources. You can create fields to match your needs. Editing this webpart is like editing any other custom list.
To create a new entry:
This is where you enter your expenses, or additional income such as donations. By default there are fields for: Budget, Date, Category, Source, Amount and Description. You can add other fields if needed, or remove the Source field if you do not want to use it.
This webpart provides the ability to view combined budgets and expenditures, or to view each budget separately. By default you will see all your budgets and the combined totals spent and remaining. If you want to see only one budget or category you need to use filters.
You can create simple graphs to show how your money is being spent. The income listed in the Budgets webpart is not displayed, only the expenditures and income that are added through budget transactions. You can change the type of graph by following these instructions:
By default you will see all your budgets combined on one graph. If you want to see only one budget or category you need to use filters. To filter a graph: