Distribute a single invoice on multiple budget items

30 Apr 2012

You’re back home from a superstore and you find out that your bill contains both clothing and groceries. Did you know it is possible to allocate the amount of the bill between several budget items in Budget Express?

First of all, you can do it manually. You add up the amounts for each expenditure item, such as “Clothing” and “Grocery,” and you enter them in your calendar according to the planned operations.

If you use the bank reconciliation, here’s how to achieve it.

1. Open your bank statement in bank reconciliation mode. (For more information, read the information capsule Bank reconciliation.)

2. Select the superstore expense in the list on the left of the screen, and then the icon of the Clothing operation in the calendar.

3. Enter the portion of expenses related to clothing, then click Reconcile.

4. Reselect the superstore operation in the list on the left of the screen, and, this time, the Groceries operation icon in the calendar.

5. Enter the portion of expenses related to groceries, then click Reconcile.

You’re done!




Audrey Miller audrey@amtice.com

Posted in Blog, Did you know, News

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