How do I use budget vs actual?
Set a monthly budget and compare it with the actual figures of the books (Business, admins).
- 1Tap Ledger → 'Books' → 'Budget vs actual' (also in Settings → Books).
- 2In 'Set budget' pick a line and fill it with 'Copy last year's actual', 'Same every month' or 'Spread as a year total', then save.
- 3Compare by 'Month · Quarter to date · Year to date'. Costs over budget or sales under 90 % turn red.