To create an Income/Expense within the Budget Management settings, follow these steps:
1.2.1. Go to the Budget Management panel.
1.2.2. Choose the budget for which you want to create an Income/Expense by clicking on the budget name link. This will take you to the overview page.
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1.2.3. On the left-hand side, click on the Income/Expense tab, which will open the Income/Expense list panel.
Create an Income/Expense typically refers to a planned and intentional action of generating revenue, while Create an Unplanned Actual refers to unexpected or unplanned Income/Expense that was not accounted for in the original budget.
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1.2.4. Click on the "Create Income/Expense" button, this action will open the panel to create a new Income/Expense.
Categories are used to organize, sort, and group similar things together to facilitate understanding, navigation, and management.
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1.2.5. Please complete the required fields.
1.2.6. When creating a new Income/Expense, ensure that you supply all the required information, including having at least one defined Income/ Expense in the "Add Plan" section to proceed.
1.2.7. Fill in the required fields.
Note that the Currency is automatically set to the value chosen during the Budget creation process. If necessary you can Add Plan with a different currency ratio.
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1.2.8. Click Add
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1.2.9. Proceed by clicking on “Create” button.
To be able to delete an Actual you’ll need to have at least two Income/ Expense created.
1.2.10. After creating, view the details by expanding the arrow.
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You can Create an Unplanned Actual for Income/Expense using the same steps outlined above.
1.3. Constraints
When it comes to Create an Income/Expense, there are a few important considerations.
1.3.1. You have the option to create an Income/Expense with more than one Income/ Expense.
1.3.2. It's also possible to successfully create different Income/ Expense with different currencies, where you'll need to specify the ratio (which determines how much of one currency is required to exchange for the equivalent value of another currency).
1.3.3. However, if you forget to fill in a required field, you won't be able to create the Income/ Expense successfully.
1.3.4. Additionally, if you don't have the necessary permissions, you'll encounter difficulties when trying to create an Income/Expense.
1.4. Issues that may arise
When you're attempting to Create a Income/Expense, there are a couple of potential issues that might come up.
1.4.1. If you don't have create permissions for the budget you're working with, you may run into issues.
1.4.2. Additionally, if you forget to fill in the necessary fields, an error message will be displayed.