Home → Questions →

Changing dates for all categories within budget editor

Craig Marshall

14 Jun, 2010 09:46 PM via web

Admin Functions

• Edit
• Remove

I've set up a budget which looks fine. However, I note that the start date for each category is June 1 (the current month).

Two questions:

1. How do you control the start date for budgets for a category when creating a new budget?

2. Is there a way of changing all the start dates for the budget lines for each category?

Many thanks,

Craig

1. 2 Posted by ljb on 15 Jun, 2010 02:44 AM

   

   1. Doesn't look like you can set a default here - it seems to use the 1st of this month as the default. You can of course enter a start date when creating each line item.

   2. You can enter a start and end date in the boxes at the top of the Edit Budget page and click Apply, and it will apply those dates to all budget lines. (There does not seem to be a way to apply only the start date and leave the end date empty.)

   Admin Functions

   • Edit
   • Split
   • Remove

2. 3 Posted by Craig Marshall on 17 Jun, 2010 01:20 AM

   

   Many thanks for the information: that answers my question.

   Cheers,

   Craig

   Admin Functions

   • Edit
   • Split
   • Remove

3. Ben Spencer closed this discussion on 18 Jun, 2010 02:41 PM.

Comments are currently closed for this discussion. You can start a new one.