Differences
This shows you the differences between two versions of the page.
| Next revision | Previous revision | ||
| budget [2024/10/14 19:52] – created 192.168.10.254 | budget [2025/01/01 14:41] (current) – 192.168.10.254 | ||
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| - | **How To Budget* | + | **How To Budget** |
| - Log into Internet Banking | - Log into Internet Banking | ||
| - Access Transaction History | - Access Transaction History | ||
| - | - Export Transaction History as QIF | + | - Export |
| - Access Actual Budget | - Access Actual Budget | ||
| - Navigate to specific account | - Navigate to specific account | ||
| - Import QIF | - Import QIF | ||
| - | - Categorise transactions | + | - Categorise transactions |
| + | - Clear by ticking each transaction if applicable | ||
| + | - Reconcile by clicking the padlock icon and aligning current balance | ||
| - Repeat for each account | - Repeat for each account | ||
| - Access main budget | - Access main budget | ||
| - Balance budget by moving money between income and envelopes until it equals 0 | - Balance budget by moving money between income and envelopes until it equals 0 | ||
| + | - To do so, add or take money " | ||
| **BUDGET COMPLETE** | **BUDGET COMPLETE** | ||
| + | |||
| **CHOCOLATE REWARD** | **CHOCOLATE REWARD** | ||