Phoenix Budgets use the same Income and Expense Categories as the current Phoenix Financial set of books. It may be necessary to include or remove current Categories from the Budget program.
To add another row in your budget means creating another category in the set of Books. This newly created category will also be available in your financial records.
To do this select Categories from the Setup menu. The new window is the same as that used to Setup Categories in the Cash Book. For a detailed explanation on the setup procedure see Setup Categories.
Note: You may setup Sub-categories here, but they are only used in the Phoenix transactions. Sub-categories are not used in budgets.
Similarly to the item above it is possible to edit or remove a row by simply editing the category from the Setup Category Window. Once the category has been removed or edited, the same effect will flow through to Phoenix transaction entry. This means that it is not possible to delete a category that has transactions allocated to it.
For a detailed explanation on how to edit Categories see Setup Categories.
