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Select an existing expense to modify by clicking on it and then either click on the drop-down menu on the top-right part of the expense details view (on righthand side of the screen) and select the Edit option or hit the "e" (for edit) shortcut key. This will bring up the expense edition dialog.
Name | The name Name of the expense as it will be displayed on the left side of the budget. Examples: Rent for 222 Main Street, IDE licenses, Printer toner, Web hosting fee | ||||||
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Amount | The amount Amount of this expense. Note that in the case of a recurrent expense, the amount of the payments for that expense will depend if it is amortized or not. | ||||||
Category | The category Category of the expense. See section Categories for more details on each option. | ||||||
Type |
what you type will be suggested to you for completion to help you avoid typos and duplications. Examples: Rent, Office furniture, Licenses, etc. | ||||||
Recurring | By default, an expense occurs only onceon a single date. To change the date of occurrence of that expense or to make the expense recurrent (and possibly amortized), See section on Recurrence Page Refer to Recurrence for more details on the Recurrence dialog. | ||||||
| Amortized | If Specifies if the payments for that expense be should split over a period of time or not. This option appears under the Recurring field when the Repeat value in the Recurrence definition dialog is changed to something else than Once, | ||||||
| Labels | with which you want to associate the expense to be associated to. (see Labels page for more info)with Refer to Labels for more details. | ||||||
| Description | An optional, free form description of the position. |
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Select an existing expense to delete by clicking on it and then either click on the drop-down ... menu on the top-right part of the expense details view panel (on righthand side of the screen) and select the Delete option or hit the "d" (for delete) shortcut key. This will bring brings up a dialog to confirm expense deletion. Click the Delete button to confirm the deletion, or Cancel link to abort deletion. Deletion is permanent, thus make sure you really want to delete an expense before proceeding.
You can delete multiple expenses or (even a mix of positions and expenses at once by selecting multiple lines in the budget (by pressing and holding the Control key while clicking the positions and expenses to delete) . You can then delete the selected expenditures the same way you delete a single expense. Note that in this case, the deletion confirmation will inform you of how many items are about to be deletedat once. Refer to the Multiple Selection to learn how to perform a batch deletion.
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You can attach files to an expense in order to keep related documents handy (invoices, quotations, etc.). To attach files to an expense, select it and then click button Attach Files in expense details panel on the right. This will bring up a dialog where you can pick a file (or multiple files simultaneously, if your browser allows it) and enter an optional comment.
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When selecting an expense in the planned or actual costs, more information on that expense is displayed in the details panel on the right. Note Note that you can also select multiple expenses (or even a mix of expenses and positions and expenses ) at once by by selecting multiple lines in the budget (by pressing and holding the Control key while clicking the positions and expenses). This gives provides you an aggregated view showing the total costs of the selected cost associated with these expenditures. (Multiple Selections)