Allocation Plan

Overview

The Allocation Plan is a grid that maps your envelopes to one or more income templates. Each cell holds the amount that should be allocated to a given envelope when that income arrives. Open the Allocation Plan from the View menu or by pressing the toolbar button.

Layout

The left column lists every envelope that has Include in Allocation Plan enabled in its properties. Up to eight template columns appear to the right, one for each income source you have defined. Each cell in the grid holds a currency amount representing how much of that template's income goes to that envelope.

A totals row at the bottom of each column shows the sum of all allocations for that template.

The Restore Envelope List Sort Order toolbar button restores the envelope rows to their original sort order.

Span Normalization

Each template has a frequency (for example, twice per month). The plan converts every template to a common span so you can compare allocations across different pay schedules. A drop-down switches the display span between four options:

• View by Day -- Shows daily amounts.
• View by Week -- Shows weekly amounts.
• View by Month -- Shows monthly amounts.
• View by Year -- Shows yearly amounts.

Changing the view span recalculates the displayed values for comparison. The underlying per-occurrence amounts are preserved.

Adding and Removing Templates

• Add -- Click Add or Create Template to open a drop-down menu. Existing templates that are not already in the plan are listed for quick selection. Choose Add New Template to create a new income template from scratch. The plan supports up to eight template columns.
• Remove -- Click Remove Template and choose a template from the drop-down menu to remove it from the plan, or choose Remove All Templates to remove them all. The template itself is not deleted; it is only removed from the plan grid.

Editing Cells

Click any cell in the grid to type an amount.

Output Options

Button	Description
Print Allocation Plan	A drop-down with Print Plan and Preview Plan options.
Export Allocation Plan	A drop-down with Export Plan (saves as CSV) and Copy Plan to Clipboard (tab-delimited text) options.

Buttons

Button	Description
OK	Saves changes and closes the dialog.
Cancel	Closes the dialog without saving.
Help	Opens this help topic.