Put expenses into buckets

After you set up the buckets, simply drag and drop expenses into buckets.

Before you begin

Role required: financial_analyst or financial_mgmt_admin

Procedure

  1. In the Accounts pane, find the accounts you want to assign to buckets by typing the account name in the filter box or scrolling through the list.
  2. In the Buckets pane, you can show or hide sub-buckets by clicking Collapse All.
  3. Drag expenses from the Accounts pane to the relevant sub-bucket. The Total Amount value in the bucket and the Total Amount Assigned on the donut chart in the right pane change based on the assignment.
    Figure 1. Putting an expense into a bucket
    Putting an expense into a bucket