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PS Cashbook

Factor an account in budget

Summary

Is there a way that I can increase or decrease budget figures by a specified percentage for single accounts or groups of accounts e.g. all receipts?

Detailed Description

Step 1

Highlight the required budget line. 

 

Step 2

Click on the Tools > Factor menu option (or press the F3 key). 

or

 

Step 3

The Factor Group will default to the highlighted line, but you can change it to All Receipts, All Expenses or All Accounts.

 

Step 4

Enter the percentage you want to increase or decrease by without the percentage symbol. (To
decrease, use negative numbers e.g. -15.)

 

Step 5

Select the Period of Budget you want to be factored.

 

Step 6

Click on the OK button to confirm.

 

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