The Recurring budgets area gives an overview of the recurring budgets you have already created. Here you can view, edit and delete existing budgets.
Recurring budgets are suitable for regularly planned income and expenses, for example:
monthly advertising budgets
expected consulting costs
planned personnel costs, e.g., bonuses, premiums or commissions
aggregated license revenue with many subscribers
Note: New recurring budgets are not created in this overview. You create them directly via the planning table in the respective category.
Edit recurring budgets
Existing recurring budgets can be edited or deleted directly from the overview.
When editing, you can adjust name, description, amount, payment on, rule (Repeat, Increase, Decrease) and tag, among other things.
Then click “Save” to apply your changes.
You can find more information here -> Recurring budgets and special options
The “More Filters” function allows targeted narrowing of the displayed contracts or recurring budgets.
The following filter options are available:
Amount from / to: Limits the list to entries within a certain amount range.
Category: Selection of a specific category name to filter out relevant entries.
Source: Distinguishes whether the entry was created manually or imported from an external integration.
Tag: Restricts the view to entries with a specific tag, e.g., a cost center or project number.
“Reset filter” removes the filtering and shows the full list again.