Budgets Get Real - User Documentation

Budgets Get Real

Entering Transactions

• Transaction Register
• Naming Transactions
• Categorising Transactions
• Naming with Custom Rules
• Searching Transactions
• Tracking CASH with Wallets
• Manual Entry of Transactions

Importing Files

• Configuration Wizard
• Configuration Editor
• Creating A Template - Example 1
• Creating a Template - Example 2
• Creating a Template - Example 3
• Creating a Template - Example 4

Password Vault

• Password Vault

Program Monitors

• Monitor your Accounts
• Monitor your Budget
• Monitor General Operations

Reports

• Income & Expense Report
• Actuals VS Budget
• The Cash Curve
• Budget Profiles

Set and Maintain

• Setting Up Accounts
• Managing Categories
• Organising Your Budget
• Adding and Editing Budget Items

Business Pack

• Business Pack Overview
• Adding GST Codes to Transactions
• Working with an Accountant, Tax Agent or Bookkeeper

Business Reports

• Business Reporting Features
• Preparing your Business Activity Statement

Cash Commitments

• Running Cash Commitments
• Credit Cards Payment Calculator
• Recording Budgeted Payments
• Getting the most from Cash Commitments

Other Resources

• Video Tutorial - Getting Started with Budgets Get Real
• Using Budgets GetReal for Business (PDF)
• Business Pack: Users Guide (PDF)