Please enable JavaScript to view this site.

Phoenix - User Help

Navigation: Budgets > The Screen

Budget Toolbar

Scroll Prev Top Next More

PB_Toolbar
 

New_Button Create a New budget.
 

Open_Button Open existing Budgets.
 

Save_Button Saves your current work. Select this option if you wish to record your work in a budget file.
 

Print_Button Prints the Spreadsheet in its current view.  See also: Budget Reports
 

Sort_Button Sorts the Categories or Rows into alphabetical order, order of entry or by group. See Sort / Group        
 

Hide_Button Show or hide Categories with zero balances. Once you have a budget or actual figures loaded into the spreadsheet, you may select this option to temporarily hide any rows that have a $0.00 total. Any hidden row is only temporarily removed from the spreadsheet display and is not deleted from the file. The hidden rows can be made to reappear by re-selecting this icon.
 

Period_Button Sets or Moves the period for the budget. Periods
 

Balance_Button Enters the Opening Balance for the selected Accounts.  If no accounts have been selected, the Opening Balance figure is entered for the Balance Row and operated as a Cash flow balance.
 

Use_Button Selects the account/s to use and also sets one of the accounts as a default account. To Use Accounts
 

Rate_Button Allows you to apply interest rate charges to Accounts. To Set Bank Account Interest Rates
 

Plan_Button Launches the Activity Planning section.

Chart_Button This function displays Charts and Graphs of your budget for presentations or reports.  Selecting this icon will bring up the current default chart and display it on the screen.  From this point you may select a variety of options to produce a variety of charts and reports. Chart gives further details on the use of this function.
 

Cell_Button
 

Help_Button Provides a menu of Help and information options

Exit_Button Closes Phoenix Budgets

Auto save budgetsOccasionally (15 minutes by default) you may see this pop up just beneath the Toolbar. This is to remind you that you have not saved recently. The frequency of this reminder can be set in Tools > Options.

 

 

©2024 AGDATA Holdings Pty Ltd trading as AGDATA Australia