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Phoenix - User Help

To alter the time frame of the budget, select the Period icon from Toolbar and choose Set Period to reveal the following screen.

Set Start and End Months for the Sheet

To alter to period either:

A.Click on the month selection box to display a month selection list, where the desired From or To month can be selected;

drop down month selection

 

OR
 

B.Clicking on the arrows to the left of 'From' or to the right of 'To' will move the 'From' and 'To' month selections in one month increments in the selected direction. IE; clicking on the arrow facing to the right hand side will advance the month by one, while the leftward facing arrow will return the selection to the month previous.

At any time, you can enlarge the budget period up to a maximum of 5 years, however, you cannot reduce the period by excluding any months for which budget entries have been entered.

If you want to print out a budget that is for a shorter period than the budget you are working with, you can alter the Report Period under The Reports Menu.

Once you have set the period click the OK button to save the period changes.

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