{% extends 'budget/base.html' %} {% block title %}Setup{% endblock %} {% block budget_content %}

Setup

Before you can start using this application, we need to put together a budget. Three quick steps and you'll be ready to start using everything. You can come back to this screen at any time to make changes or add new items.

Step 1. Create Categories

Before we can put together the budget, we need categories to tie the incomes/expenses you enter to the line items in your budget. Nothing more than a descriptive name is required for each category, though you may want to err on the side of being a little broad when naming the category.

View/Add Categories

Step 2. Create A Budget

Once you have a couple categories in place, we can create a budget. Again, not a lot of information is needed here, just a name and when you'd like the budget to start being used. This application always tries to use the most recent budget for whatever date is chosen.

View/Add Budgets

Step 3. Create Budget Estimates

The last step is to create the line items that make up a budget. To do this, we'll tie together the budget the estimate applies to, the category it covers and how much you'd like to allocate to that type of expense per month.

To view/add estimates, go into the Budget list and click the "View/Add Estimates" link on the budget you'd like to work with.

View/Add Estimates Within A Budget

Step 4. All Set!

You can now use the rest of the application. You'll probably want to start with the "Transactions" area to add some incomes/expenses, then go to the "Dashboard" for an overview or "Summaries" for more detail.

{% endblock budget_content %}