The Parties Screen

The Parties Screen lists all parties which have been entered into a Budget System. The Parties Screen provides buttons for adding, deleting, and editing parties. You can also print the current view using the print button. Finally, you can merge two parties using the merge button (described below).

This screen also provides two date fields, Date From and Date To. These allow you to choose a date range to report summary data for the parties displayed. This summary data consists of the following columns:
Period debits
The total of all debits which payed to the party within the date range.
Period credits
The total of all credits which came from the party within the date range.
Period balance
The sum of the period debits and credits, or in other words the net increase or decrease to the Budget System attributable to the party over the date range.

Deleting and editing parties
Note that deleting a party does not actually completely remove it from the Budget System. Any transactions which reference the party will still keep this reference. Editing a party will, however, change it in all places it is referenced.

Merging parties
If you merge two parties using the merge button, one party will be permanently deleted, and all of the transactions which reference it will now reference the party it was merged in to. This allows you to correct mistakes where parties are duplicated, usually because of a spelling error or other typo.