Location

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

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

See Setup Tables for more information on Tools Setup.

Add a New Location

  • Open a budget and click the Loc (locations) setup option
    • You can also press CTRL + 5 on a PC or CMD + 5 on a Mac
  • Click to + ADD LOCATION
    • You can also select a row in the table and press CTRL + i on a PC or CMD + i on a Mac
  • Click to enter the NAME for your new location
    • A name is required for any location
  • (Optional) Add a CITY, STATE, and COUNTRY for your location.

Delete a Location

  • Select the row of the Location to be deleted
  • Click on the DELETE LOCATION button
    • You can also select the location and press CTRL + D on a PC or CMD + D on a Mac

If the selected Location 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 Location to confirm.

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

Apply a Location

See Applying Locations for how to use your Locations in your Budget.

Adding a New Location On-the-fly

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

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

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