diff --git a/packages/docs/docs/tour/budget.md b/packages/docs/docs/tour/budget.md index 0d12f02e2b..acc5d3c79d 100644 --- a/packages/docs/docs/tour/budget.md +++ b/packages/docs/docs/tour/budget.md @@ -1,24 +1,24 @@ # The Budget -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. +This view lets you manage your budget. You'll find more information about envelope budgeting with Actual in [Budgeting](/docs/budgeting/). -![](/img/a-tour-of-actual/tour-budget-overview.webp) +![Budget overview](/img/a-tour-of-actual/tour-budget-overview.webp) -The number of months you can see at any one time is defined by the width of your screen. +The maximum number of months you can see at any one time is defined by the width of your screen. -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. +You can choose how many months to display by clicking on the corresponding number of calendar icons in the top left corner. -![](/img/a-tour-of-actual/tour-budget-calendar.webp) +![Budget calendar icons](/img/a-tour-of-actual/tour-budget-calendar.webp) Based on this, you can then choose which months to show: -![](/img/a-tour-of-actual/tour-budget-calendar-choose.webp) +![Budget months to show](/img/a-tour-of-actual/tour-budget-calendar-choose.webp) ## The Month header At the top of each month, you have a couple of choices in the user interface. -- 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 +- 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. - You can minimize the header by clicking on the chevrons (seen in the yellow box). - Clicking on the three vertical dots lets you execute the following functions on that month's budget categories: - Copy last month's budget. @@ -27,15 +27,15 @@ At the top of each month, you have a couple of choices in the user interface. - Set budgets to 6 month average. - Set budgets to 12 month average. -![](/img/a-tour-of-actual/tour-budget-top-expanded.webp) +![Budget header expanded](/img/a-tour-of-actual/tour-budget-top-expanded.webp) When the top is minimized, you can still access the same functionality as when the top section is expanded. -![](/img/a-tour-of-actual/tour-budget-top-minimized.webp) +![Budget header minimized](/img/a-tour-of-actual/tour-budget-top-minimized.webp) Here's the rendered Markdown when you hover over the note. -![](/img/a-tour-of-actual/tour-budget-top-note-hover.webp) +![Budget header note with Markdown](/img/a-tour-of-actual/tour-budget-top-note-hover.webp) ## The Budget Table @@ -49,7 +49,7 @@ When you hover over a category group (outlined by the green box), you can add a 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. -![](/img/a-tour-of-actual/tour-budget-details.webp) +![Budget table detail](/img/a-tour-of-actual/tour-budget-details.webp) ### The middle - the budget section @@ -62,4 +62,4 @@ We have three columns under a month heading: _Budgeted_, _Spent_, and _Balance_. - 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). 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 -_copy of last month's budget_, or the previous 3-month, 6-month or yearly average. +_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.