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#Free budget software reads in csv manual
#Free budget software reads in csv password

*Again, for security reasons, there is no Internet permission.

#Free budget software reads in csv manual

4 widgets bring convenience to your home screen.Īn integrated and comprehensive manual helps you make the most of the features – if you can’t find it there, support is only an e-mail away.

Automatic local backups so you never lose your data.

Export your data as an HTML, Excel, or CSV file, so you may view or print them with your computer.

Import existing data or bank statements using the CSV import (other formats may be made available on request).

#Free budget software reads in csv password

Protect your sensitive data with a password or fingerprint (optional).

Create your own templates to make transaction entry even easier.

Reconcile your expenses with your bank statement.

Set the beginning of the month based on your regular salary (e.g.

Use reminders to help you make pending payments on time.

Add photos or receipts to your transactions, to remember transaction details or reduce paper clutter.

Enable sorting that distinguishes specific categories, payment types, people, or groups.

Customize your categories and subcategories to accurately reflect your unique situation.

Manage multiple accounts and make transfers between them.

Easily visualize your data as tables or graphs, understanding your income and expenses in a new way.

Comprehensive views, with convenient tabs and a wide variety of sorting options.

Personalize your Material Design layout including configurable dark mode.

No advertising or hidden in-app costs (only voluntary donations).

(But you can easily share backups to the cloud.*)

Offline: no Internet permission, to protect your privacy.

You can even toggle “rollover” for your budgets – account for every bit owed or saved! Define limits for credit card accounts or other payment types. Saving for a dream vacation? Set a savings target for every two weeks.

Spending too much on coffee-to-go? Set a weekly limit. Buying too much clothing? Set a monthly cap. You can also visualize your records with dynamic charts and graphs.īudget mode allows you to set limits or goals, over custom periods of time. Using the individual or recurring transaction features, you’re able to track and forecast your balances. Next, you will need to apply your Pay Templates to your staff members.My Budget Book helps you manage your money more effectively through easy recording of your income and expenses. Repeat this task for the various pay levels that you require pay templates for. You are able to go back here to edit it at any time. The Pay Template will now be displayed in the Payroll Settings Tab. This is now a complete Pay Template without any time gaps. Monday to Friday / Ordinary Hours All Day: $21.72: Relevant Hours: Relevant hours can be changed either by Slider or by entering the From and To times. As you can see, Mon to Sun are self-explanatory, Hol is for Public Holidays. You can click as many or as few as you want, depending on the complexity of your template. You will only see this if you are viewing rates.īudgeting Rate: The budgeting rate is the rate that RosterElf will use for budgeting.Īctive on days: These are the days that the rule is active on. Pay Template Rule Name: This is for use within the Pay template and RosterElf only. Pay Templates need to cover every hour of the Monday-Sunday week, so here is the setup that we want to replicate. Then as we are creating a basic template, for this example, we should remove the Early Morning and Late Night Rates by clicking the red x on each of these, which appears when you hover your mouse over the rule. Now you will see a Pay Template with some pre-configured rules.įirst, you need to set a name for your Pay Template. Open RosterElf and Navigate to Setting > Payroll Settings. If you are looking to export your payroll to CSV to import to a specific software package the RosterElf does not natively support, please contact us on and we will be happy to help you research how this is possible Please note this functionality is only available from the RosterElf web app. This is relevant for any companies that do not pay their staff according to a complex award structure and are not required (or due to trading hours, will never) pay overtime and allowances,įor complex pay templates with allowances, overtime and multiple pay rates per day please click here. This article covers how an Owner or Admin can create a simple pay template with rates that do not change within a single day and no overtime or allowances to export to a CSV file or If you are not exporting your payroll but are using RosterElfs budgeting features