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Phoenix - User Help

Navigation: Budgets > The Budget Concept > Multi-Sheet Budgeting

Multi Account Concepts with Multi Sheets

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Note: This function is available in Power Budgets Only.

When multiple accounts are activated, the balances of these accounts are displayed in the Totals sheet, and any individual sheets that are not linked to the totals sheet. All opened sheets will have the same multi account structure (and main account), and making entries to individual accounts is possible by selecting Account Allocation from the context (right click) menu.

Any sheets in a budget not linked to the Totals sheet can be independently configured.

The Use button and the Bal button will be available in any unlinked sheets, and in the totals sheet.

When an unlinked sheet is linked to the Totals page, any accounts unused in Totals but used in the sheet being linked will be adopted by the Totals sheet. Any opening balance will be adopted with the sheet.

When a linked sheet is unlinked, that sheet will carry all accounts and opening balances from the Totals sheet. The totals sheet will retain all accounts and opening balances as well.

If an account is removed from the used list in the Totals sheet, then that account will be removed from all sheets linked to that Totals sheet.

See also Multiple Accounts & Account Transfer Line

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