To begin adding items:
- Click Budgeting in the sidebar menu.
- Click on a budget title to open it or create a new budget.
- Add a top sheet row:
- Click the small grey plus dot in the left margin where you want to insert a row.
- Add an account row:
- Click the arrow next to the top sheet item and then click the grey plus dot to add an account.
- Add detail-level items:
- Click the arrow next to the account row to access the account detail page.
- Here, you can add line items, calculations, variables, tags, fringes, notes, and documents.
- To insert a sub-total:
- Use the dropdown menu on the row above where you want the sub-total.
- Select Insert Sum.
