Set

The Set field is primarily used to assign specific codes to detail lines in your budget so that you can see rolled-up costs or create specific reports & sub-budgets by Set.

Each detail line may only have one Set assigned to it.

Add a new Set

  • Open a budget and click the Set (sets) setup button
    • You can also press CTRL + 8 on a PC or CMD + 8 on a Mac
  • Click to + ADD SET
    • Or select a row and press CTRL + i on a PC or CMD + i on a Mac
  • Click to enter the NAME for your new Set
    • A unique name is required for any Set
  • (Optional) Add a DESCRIPTION for your Set

Delete a Set

  • Select the row of the Set to be deleted.
  • Click on the DELETE Set button
    • You can also press CTRL + D on a PC or CMD + D on a Mac

If the selected Set is in-use somewhere in your budget, you will be warned that this may cause errors in your budget. If you are sure, select Delete Set to confirm.

The selected Set will be deleted from your budget and your totals recalculated based on this change.

Apply a Set

See Applying Sets.

Adding a New Set On-the-fly

Sets can be added to your budget without opening the Setup screen.

  • Select the Set column of a Detail line in your Budget
  • Type the name of a Set you want to add
  • Press ENTER or TAB
  • If the Set does not exist yet you will be asked if you want to add it
  • Click ADD TO MY SETS to confirm

See the printing reports section to find out how to print a report of the Sets in your budget.