Start by clicking on your Budget's Icon, and then clicking the word 'Budgets' in grey at the top of the page. From there, you can click on a specific Budget to view or edit the Budget's details.
Edit Budget Settings
To edit the settings for the budget, including the budget name and assigned budget, click the Settings (gear) button on the top right hand corner of the page. This will prompt the Budget Settings window to open.
Specify the new budget settings, and click Save Changes. For information about these settings, see Creating a Budget.
Archive or Re-enable Budget.
From the Budget Details page you can archive or re-enable the budget using the Archive/Re-Enable Budget feature.
- To archive a budget that is currently active, click the Action (...) button and select Archive Budget. Finally, click Yes, Archive Budget on the confirmation window. The budget is now listed as Archived, and can no longer be used for transactions.
- To activate a budget that is currently archived, click the Action (...) button and select Re-enable Budget. Finally, click Yes, Re-enable Budget on the confirmation window. The budget is now listed as Active and can be used for transactions.
Managing the budget users
To add new users to the budget or manage existing users, click the Action (...) button and select Manage Users. The Manage Users window displays. For more information, see Managing Budget Users.
To cancel (or delete) the budget, click the Action (...) button and select Close Budget. Finally, click Yes, Close Budget on the confirmation window. The budget is deleted from your Rho Account, and can no longer be assigned to transactions.
Note: The budget cannot be restored after you have cancelled it.
Changing the Time Period
By default the Reporting tab displays budget information for the calendar month. To change the time period, click the This Month button to open a pop-up window where you can specify time period options.
Click the applicable time period button (for example, This Quarter) or customize the time period by selecting the desired dates in the From and To fields.
The Balances section of the page displays the total spending and total budget for the specified reset cadence (time period), as well as displaying the total pending credits and debits.
A pie graph that displays the total percentage of budget that has been spent on expenditures during the defined time period.
A graph that displays the total spending assigned to the budget for the specified time period.
By default, the Spending Graph shows the information as a bar graph, where each colored bar represents a budget. To change the Spending Graph to a timeline graph, click the timeline icon.
Additionally, you can specify the frequency for the graph. Month is selected by default. Move your cursor along the graph to view the details of your Rho accounts on a specific time period.
The Budget Details page includes a table that displays the most recent Transactions assigned to the budget. To view all transactions for the table, click the View All button.