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[Docs] Tour: update tour budgeting page for clarity (#7403)
* Improve clarity and formatting in budget.md * Fix grammatical error in budget documentation * Update packages/docs/docs/tour/budget.md Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk> * Update packages/docs/docs/tour/budget.md Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk> --------- Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
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# The Budget
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This view lets you manage your budget for various months. You'll find more information about how to do budgeting with Actual in the [Budgeting](/docs/budgeting/) part of this manual.
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This view lets you manage your budget. You'll find more information about envelope budgeting with Actual in [Budgeting](/docs/budgeting/).
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The number of months you can see at any one time is defined by the width of your screen.
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The maximum number of months you can see at any one time is defined by the width of your screen.
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However, you can select fewer months than the screen can display by clicking on the corresponding numbers of calendar icons in the top left corner.
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You can choose how many months to display by clicking on the corresponding number of calendar icons in the top left corner.
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Based on this, you can then choose which months to show:
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## The Month header
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At the top of each month, you have a couple of choices in the user interface.
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- Clicking on the note icon lets you add a note. Actual fully supports Markdown and the note will be rendered according to your Markdown when the cursor is hovering over the note
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- Clicking on the note icon lets you add a note. Actual fully supports Markdown and the note will be rendered according to your Markdown when the cursor is hovering over the note.
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- You can minimize the header by clicking on the chevrons (seen in the yellow box).
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- Clicking on the three vertical dots lets you execute the following functions on that month's budget categories:
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- Copy last month's budget.
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@@ -27,15 +27,15 @@ At the top of each month, you have a couple of choices in the user interface.
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- Set budgets to 6 month average.
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- Set budgets to 12 month average.
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When the top is minimized, you can still access the same functionality as when the top section is expanded.
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Here's the rendered Markdown when you hover over the note.
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## The Budget Table
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@@ -49,7 +49,7 @@ When you hover over a category group (outlined by the green box), you can add a
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Categories (as seen in the purple box) have the same functionality as groups: hide, rename and delete. You can also add a note here, with information specific to the category.
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### The middle - the budget section
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@@ -62,4 +62,4 @@ We have three columns under a month heading: _Budgeted_, _Spent_, and _Balance_.
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- The _Balance_ is the difference between the _Budgeted_ and the _Spent_ columns + what was left over from the previous month (as a rule of thumb).
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You work with the _Budgeted_ column to manipulate your budget: You can enter a number or use a dropdown which will populate the entry based on a
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_copy of last month's budget_, or the previous 3-month, 6-month or yearly average.
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_copy of last month's budget_, or the previous 3-month, 6-month or yearly average. Notes can be added to each budget entry, also.
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