Add a start date and end date to budget items

Created by Rocky Webster, Modified on Wed, 03 Apr 2024 at 03:08 PM by Rocky Webster

Client Voices can produce a cashflow from the budget worksheet.


Some income and expenses are only temporary, so you need to add a start dat and an end date to make sure it's plotted correctly on the debt schedule.


 

1 - Navigate to the budget worksheet.


2 - Click on the downward arrow next to the income or expense item you want to add dates to.

 



3 - Add a Payment start date and Payment end date. This ensures the income or expense item only starts in the week of your start date and continues no later than the week of your end date.




4 - Click on the now upward arrow to save the changes.





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