Overview

Preferences is where you configure many of the application’s settings. Preferences are divided into two categories: Individual Budgets and Application Wide.

• Individual Budget preferences apply to each budget independently.
• Application Wide preferences apply globally to all budgets across the platform.

Individual Budgets preferences

• Budget Setup
• Account Details
• View Options
• Core Data
• Column Details
• User Interface
• Flag Definitions

Application Wide preferences

• General Settings
• Accessibility

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Opening Preferences

Preferences can be opened via the Budget Menu or Budget Tool bar.

• Budget Menu > Budget Preferences

• Budget Toolbar > Clicking on Preferences Icon

• You can also open Preferences with the keyboard shortcut CMD + 8 on a Mac or CTRL + 8 on a PC.