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Analysis Code Maintenance


Analysis Groups and Classes are maintained via a common maintenance function: Analysis Code Maintenance. It is not possible, therefore, to have the Group and Class lists open simultaneously.

There are no rules for how, or if, you use analysis codes. Analysis codes allow you to group and classify transactions, and Budget Entries, for subsequent reporting and analysis.


Analysis Code List

To open, Select-click on either the Analysis Group or Analysis Class buttons on the Account List Button Bar. You can swap between Group and Class lists without closing the view.


Button Bar

 Add an Analysis Code.

 Delete selected codes.


Adding an Analysis Code

Analysis codes are added via the Analysis Code Maintenance Dialogue.
To open the dialogue you can either:


Modifying an Analysis Code

Double-click on an entry to launch the Analysis Code Maintenance Dialogue in update mode for that entry.
The Analysis Code ID can not be changed once an entry has been added.


Deleting Analysis Codes

Select the entries you wish to delete then either:

Deleting an analysis code only removes it from the list of available codes. It does not remove references to the code from any transactions, or budget entries.


Analysis Code Maintenance Dialogue


Code Detail Field Group


Analysis Code ID

Unique ID representing the analysis code.
Unlike most ID fields: lower-case characters are permitted and the field is case-sensitive.
The ID can not be changed after a code has been created.


Analysis Code Name

A more descriptive name for the code.


Analysis Options Field Group


Analysis Type

Identifies, for analysis, the code as either:

The Analysis Type only determines how the code, and values accumulated against it, are viewed within an Analysis View. The individual component values are accumulated depending on either: the flow of the transaction, or the type of budget entry.

For example, to account for a motor vehicle we might choose to have an Analysis Group of 'Car' along with a number of Classes which could include 'Petrol'.

For private home use, the vehicle will cost money to operate and so both these codes would be defined as Expenditure. The Group 'Car' would show how much in total we had spent on operating the vehicle. If we received any income, such as petrol expenses for using the vehicle for work, we would see a reduction in our total personal expenditure.

However, if we operated the vehicle as a taxi, we would expect to make a profit and so the Group 'Car' would be defined as Income to reflect this. Petrol would still be an expenditure and any values posted against it would simply reduce the profitability of the vehicle. If we left the Group 'Car' as Expenditure then we would see any income shown as negative expenditure.


Show Expanded

Defines the default behaviour for how the code is displayed in Analysis Views.
Enable, tick, the option if you wish any descendants to be visible by default.


Excessive Variance Field Group


Percentage Variance

The maximum variance, as a percentage, that is permitted between Forecast and Actual values before the variance is considered excessive.


Value Variance

The maximum variance, as a value, that is permitted between Forecast and Actual values before the variance is considered excessive.


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