Deposits

For planned receipts

Auto Deposit is a feature that helps you remember and enter income receipts that are scheduled in your budget. The Auto Deposit feature is turned on and off for the open budget space in the Options dialog box. The message warning that once entered deposits cannot be changed is also an option.

With auto deposit

With the Auto Deposit option turned on, when a budget space is first opened each day the program displays the "Deposit" dialog box for all scheduled income receipts that are due or past due. The Auto Deposit feature only displays deposits once for each expected receipt.

Entering a deposit when the "Deposits" dialog box pops up is a matter of:

When the Auto Deposit option is turned off in a budget space, the program continues to check for new income receipts, but, does not display the "Deposit" dialog box. Because the Auto Deposit feature stays current whether it is turned on or off, you can switch the feature on and off at any time.

Without auto deposit

With Auto Deposit turned off, all planned deposits into the budget space's checking account must be manually entered in the Deposits dialog box which is displayed by:

  1. right-clicking on the income to open the pop-up menu, and
  2. clicking on "Enter deposit"

In the Deposit dialog box:

Unplanned deposits

Deposits from sources that are not included (shown) in a budget cannot be entered with this method. Instead, enter them as "Other" receipts.