Knowledge Base Article

Budgets can be classified using Budget Categories. Budget Categories are considered a Classification Code. Argenta comes loaded with common Budget Categories to help you get started, but you can change them at any time.

You can add or delete any Budget Category by selecting Classification Codes from the Argenta main menu on the left-hand side of the screen:

This opens the full list of all Customizable Classification Codes that are within Argenta. From here you will choose "Budget Categories:"

This opens the Add A New Budget Category screen:

Type in a name for your new category and click the "Add This Classification Code" button, to add this new category to your list.

View The Total Number Of Records

 
Above the list is a records total that displays the total of all items currently displayed in the list. This is a quick and easy way to count list items.

Search The List

All classification code lists can be searched by the code’s title. Enter the title of the code you are looking for into the search field to search the list.

Export The List To Excel

Argenta contains many reports, charts, graphs, and statements, but it may be necessary to manipulate your own data. You can work with your data anyway you want by exporting it to Excel. Every List in Argenta has an “Export To Excel” button above the list. Clicking the button exports the data currently displayed in the list to Microsoft Excel. If you have filtered the data by specific criteria, only the result set will be exported.

To Remove A Budget Category

In the budget category list, click the corresponding Delete  icon to remove the budget category from Argenta. Budget categories that are already in use cannot be deleted. You will receive an alert indicating that you cannot delete the budget category because it has been used to classify a budget. If you still want to delete it, you can find the budget associated with it by filtering the budget list, reclassifying all associated budgets, then trying again to delete it.