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PS Cashbook

Prefilling a budget

Summary

How can I quickly spread regular amounts (e.g. monthly lease payment) across a budget without having to enter in each individual figure?

Detailed Description

Step 1

Select the budget line you wish to prefill.

 

Step 2

Click on the Tools > Prefill menu option (or press the F5 key)

or

 

Step 3

Select the Prefill interval: monthly, bi-monthly or quarterly. 

 

Step 4

Enter a Prefill amount as per period or per annum amount.

Note: This value does not include decimal places. 

 

Step 5

Select (click and drag) the Period of Budget to Prefill (up to five years).

 

Step 6

Click on the OK button to confirm.

 

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