Quick operations for budgets

The main mechanism for collecting financial operations in budgets is based on the use of tasks. You plan and perform tasks and at the same time reflect planned or completed financial operations in the task, income or expenses related to the task. In particular, this mechanism allows you together with other participants to enter data for one budget in shared tasks. For example, director, accountant and project manager can co-work on the same budget.

But sometimes it is convenient to enter financial operations without any reference to a specific task, for example:

1- You reflect unplanned expenses in the budget after the fact. Urgent repairs had been required in the office; expenses were incurred. A task was not created. You can just enter the operation so that it is reflected in office expenses section of the budget.

2- You budget family expenses and reflect them when they occurred. Having paid purchases in supermarket, you input expenses info from your smartphone without creating a task.

3- You budget a trip. Having paid for dinner, you input expenses info from your smartphone without creating a task.

Quick operations are available in Budgets section. In the upper right corner of the budget window there is an icon that switches to the Quick Operations window.

Labels from tasks are used to select budget operations entered in the task. In case of Quick operations, labels are specified directly in the operation.

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