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Phoenix - User Help

If you have at least one bank account enabled in your budget and you proceed as described above in Entering Dollar Amounts, then any amount you enter into a cell will be automatically allocated to the main bank account.

Alternatively, you can allocate the entered amount to an account other than the main account. Of course, you must have more than one bank account enabled in your budget to do so. You can even spread the allocation of the amount across multiple bank accounts.

To choose an alternative account or to distribute the entry across several accounts:

With the cell selected, press the F7 key to display the account allocation window.  Alternatively, right click the cell the display the local menu, and select the Account Allocations option.

The following window will appear:

BP_acct_alloc_v8

Enter the individual amounts to be allocated to the accounts listed.  Use the up and down arrow keys to move to the required account, then enter the amount from the keypad.  The amount displayed in the selected spreadsheet cell will be the sum of all the amounts you allocated to the accounts.

Press the enter key to close the window or select the close icon at the top right of the screen.  You will be returned to the spreadsheet where you can select another cell.

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