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Phoenix 9 - User Help

Navigation: Budgets > The Screen

Budget Toolbar

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BP_toolbar_v8
 

BP_btn_new_v8 Creates a New budget.
 

BP_btn_open_v8 Displays the Open File window to select a budget to display or delete.
 

BP_btn_save_v8 Saves your current work.  Select this option if you wish to record your work in a budget file. The spreadsheet can be saved as the Phoenix default budget file budget.pbw, or to a different file that you specify. Elsewhere in the program, in transaction entry and budget comparison reporting, Phoenix uses the budget.pbw file unless told otherwise.
 

BP_btn_print_v8 Prints the Spreadsheet in its current view.  See also: Budget Reports
 

BP_btn_sort_v8 Sorts the Categories or Rows into alphabetical order, order of entry or by group. See Sort / Group        
 

BP_btn_hide_v8 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.
 

BP_btn_period_v8 Sets or Moves the period for the budget. Periods
 

BP_btn_bal_v8 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.
 

BP_btn_use_v8 Selects the account/s to use and also sets one of the accounts as a default account. To Use Accounts
 

BP_btn_rates_v8 Allows you to apply interest rate charges to Accounts. To Set Bank Account Interest Rates
 

BP_btn_plan_v8 Launches the Activity Planning section.

BP_btn_chart_v8 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.
 

BP_btn_calc_v8 Brings up the Calculator.  
 

BP_btn_assist_v8 Activates the Assistant mode.  See Assistant for details.
 

btn_help_lge_v8 Activates the Help menu.

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