[SOLVED] budget creation

[judoal]

I am having difficulties setting up a budget. Selecting tools->budget planner brings the budget editor. I add a year, 2025, for which I've added a couple dozen transactions. After selecting the year, I get lost. The budget entry details does not appear. I don't know how to proceed and clicking on 'ok' closes the window.

[Renato]

It would be an advantage if you could let us know which operating system and which MMEX version you are working with.

[judoal]

sorry for the oversight. I primarily use a macbook pro running sequoia 15.2. MMEX version 1.8.1 64 bit,DB version 19. The ios version for ipados 18.2 and ios version 18.2.1, both running mmex version 0.1.25 (31).

[Renato]

I assume that you are using the MacBook version for the budget.
Double-click on an amount field to open the input mask.
Have you selected the correct view for the categories:
.

mmex08.png (36.38 KiB) Viewed 4087 times

[judoal]

Perhaps I wasn't clear in my request. I am using the version (1.8.1) for the macbook (otherwise it wouldn't run) as I previously posted. Under tools in the menu bar I selected 'budget planner'. The window that popped up was the 'budget editor' and I added a year and selected it. But that's where I get stuck. I don't understand the instructions you posted. What is supposed to happen when I select the year?

[Renato]

you can send us a screenshot

[judoal]

The screenshot is where I get stuck. I select the year as described in the documentation but nothing happens.

budget editor.pdf

(19.96 KiB) Downloaded 34 times

[Renato]

MMEX10.png (161.05 KiB) Viewed 4043 times

[judoal]

thank you!