Budget Analysis (Bar Chart)

Introduction

This screen displays the retail user budget in bar chart format. Budget consumption for each category will be calculated as Total of all Credit transactions subtracted by Total of all Debit transactions and result is the absolute value of the subtraction.

In this graph, all the transactions are displayed for the selected categories (corresponding to the frequency). The retail user can select multiple categories for the given criteria. For each category, retail user is shown the current budget frequency. By default, system generates a report for current frequency.

Note:

If no category is linked to the retail user, then user cannot generate any report.

Navigation

The following is the navigation for this option:

Select the Budget Analysis (Bar Chart) option from Reports drop-down list in Manage Category and Budgeting screen and click the OK button.

Select the Budget Analysis (Bar Chart) option from the dropdown of View Reports Tab

The Budget Analysis (Bar Chart) screen is displayed.

What you can do

The table below provides a brief description of the data that must be specified on the screen and the functions you can perform:

Field

Description

Search Criteria

Category Name

Specify the category name.

Note:

The category name can also be specified using Select Category button. Clicking the Select Category Up button fetches the list of category.

Click	To
Search	Search the categories based on the search criteria. The result list is displayed on the same screen below.
Clear	Clear the specified values.

Field	Description
Transactions List
Bank Name	The bank name holding the account.
Account Nickname	The nickname for the account.
Account Type	The type of account. Valid Values: Savings Current Overdraft
Account Number	The account number.
Transaction Date	The date on which the transaction was initiated.
Transaction Remarks	The remarks entered by the user during transaction initiation.
Category	The category of the transaction.
Currency	The currency of the transaction.
Amount Type	Specifies whether the transaction is Debit type (Dr.) or Credit type (Cr).
Amount	The amount of transaction.

Click	To
Page Go	Provide the list page number and click Go to fetch the corresponding list screen.
	Go to the previous list screen.
	Go to the next list screen.
Select Category	Fetch the list of categories available.
Download Details As	Download the above details. Select the following format and click the OK button to download: HTML CSV XLS PDF