Managing Your Bank Accoubts

You can have multiple banking and credit accounts each having their own budget for the same Pay Cycle.

  1. To create or modify a banking account click on the “Accounts” button.

  2. You are then presented with the following screen

    Click to Enlarge

  3. Add or edit the name for the banking or credit account in the grid to the left .

  4. All other fields are optional and for your information only.

    If you have a web address for the account you should enter it here.

    An icon will appear to the left wherever you see the bank name.
    You can then easily access the account by clicking on it's icon.

  5. Click on “OK” to save your changes and close the window.

  6. This returns you to the “BudgieBoy” main window.