{% extends "base.html" %} {% load i18n %} {% block title %}{% trans "Setup" %}{% endblock title %} {% block content %}
{% blocktrans %} 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. {% endblocktrans %}
{% blocktrans %} 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. {% endblocktrans %}
{% trans "View/Add Categories" %}
{% blocktrans %} 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. {% endblocktrans %}
{% trans "View/Add Budgets" %}
{% blocktrans %} 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. {% endblocktrans %}
{% blocktrans %} 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. {% endblocktrans %}
{% trans "View/Add Estimates Within A Budget" %}
{% blocktrans %} 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. {% endblocktrans %}
{% endblock content %}