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PS Cashbook

Changing Advanced Budget Date Range

Summary

How do I change the date range of my budget?

Detailed Description

Note: By changing the date range, any budget data that is OUTSIDE of the new date range will be removed.

 

  • Click on the top level of the budget tree. e.g. the name of your budget - Farm Budget 2018/2019.
  • To change the date range of the budget, either:
    1. Click on the up and down arrows either side of each date option to select the starting month and year and the ending month and year.
    2. Click on the Change date range to .... drop-down arrow and select an option, e.g. This financial year.
  •  Click on the Apply button.

 

READ ALL MESSAGES CAREFULLY BEFORE YOUR PROCEED

  • Click Yes to the Confirm message: 

 

  • Click Yes to the Confirm message:

 

  • Click OK to the Warning message:

 

  • New date range set: 

 

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