Planning a Peula
Review and Update Tzevet Budgets
Use the Finance overview to compare allocated money, net spending, remaining balance, and spending trends.
How to do it
- 1Open Finance; it starts on the Overview tab.
- 2Read each tzevet card: Allocated is the budget, Spent is net spending, and Remaining is the amount still available in the displayed period.
- 3Use the progress bar and color to spot a budget that is close to or over its limit.
- 4Select a card to inspect its details and period.
- 5If you have editing access, use the pencil next to Allocated or Spent, enter a non-negative amount, and confirm the change.
If you cannot do this
- No cards means finance budgets have not been configured for the shevet yet.
- Archived shevatim are read-only, so budget editing controls are unavailable.
Where to look
Overview
the Finance page