Piggybank
Budget Management
When viewing reports you will see ‘live’ budget reporting delivered in easy to understand graphs.
Click on images within this article for easier viewing.
How To
- Select the Piggybank module from the left-hand navigation bar
- Click Report to the right of the saved budgets...
...in doing this, you will be taken to the Review Budget Performance page:
Key areas are called out above and summarised below:
| Budget | View |
Using the Budget drop-down, you can flick between reports for all saved budgets. | Using the View drop-down, you can change to different report views. |
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| Edit | |
Click Edit to open the budget you are currently reviewing in order to make any necessary changes. | |
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| Whilst in the Edit Budget page, click Report to go back to Review Budget Performance. | |
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| Download | Budget Period |
| To download the report, click Download (this will be in an Excel format). | Clicking on the summary lines below the graphs will expand to show more detail for the selected period. The example here is based on a budget tracking Cherry Pi orders placed. |
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