Setup Tools

Tools (such as Fringes, Globals, Groups, Locations, and Sets) are items added to and used in your budget to help calculate your totals, organize your data, and keep costs consistent from budget to budget. Each tool has a dedicated Setup screen so that they can be managed, organized, and edited as needed for your budget or your library.

Access Setup

To access the setup page for any tool, click the Setup button in the top navigation bar and then select which tool you want to edit.

You can also click the SETUP button in the Apply Tools pane for that tool, or use the appropriate Keyboard Shortcut.

The Setup tables will open in a separate window on your desktop. You can switch back and forth to this window or close it using your mouse.

If you have more than one budget open, the name of the budget the Setup window is currently editing will be displayed at the top. To edit the Setup for any other budget, switch to that budget in the Budget window and then use the button or keyboard shortcuts described above to re-open Setup.

Organizing your Tools

Tools are organized into categories in the left-hand rail. Every budget has an Uncategorized area for each tool, but you can create and manage multiple categories for each as needed.

Create /Edit a Category

  • Open the Setup page for the Tool you want to organize
  • In the left-hand rail click + ADD
  • Type the name for the category and then press ENTER or TAB to commit

Each Category must have a unique name for each tool. To edit a Category name, select the Category and then click the EDIT (pencil) button on that row.

Deleting a Category

  • Open the Setup page for the Tool you want to organize
  • Select the Category you want to remove in the left-hand rail
  • Click DELETE

NOTE: The Category and all of the tools saved in it will be deleted immediately and cannot be recovered.

Add / Edit Tools

Individual tools are added or edited in the table in the right-hand pane for the selected Category. To actually use a tool in your budget see the Apply Tools section.

See the individual pages for details on creating and editing tools:

Sorting Tools

Tools within a Category can be sorted by any of the column headers or in a custom order.

  • Click a column header in the table to reorder that table.
  • Click once on the header to order in ASCENDING order.
  • Click again on the header to order in DESCENDING order.
  • Click a third time on the header to view in your CUSTOM order.
    • Use the drag handles to the left of each row to edit your custom order.

Note: The order you set for Tools in the Setup Table is not the same as the order in the Apply screen.

Screenshot: MMB toggling sort order setup screens

Moving Tools

You can move tools from one category to another to clean-up your organization.

  • Select a tool and click MOVE TO CATEGORY
  • Click to select the new category from the drop-down
  • The tool will be moved to that category immediately