How to set static values

Note: You must be logged in to be able to perform this task.

Static values are values that, in general, do not change from month to month, for example, your salary. Entering them on the Set Static Values form means that you do not need to enter them each time you add a new month. You can, however, change them whenever you want to.

Caution: If you change your salary, for example, and then edit a month that was added when you had a different salary, the (add month) calculations will use your new salary, which might not be what you want to happen.

To set static values:

  1. Click Set Static Values from the menu bar.
  2. Optionally, enter your gross monthly salary, VAT flat rate percentage (normally either 12 or 13) and monthly accountancy fee.
  3. Click Update/Confirm Values.

If you enter a salary of 0 (zero), it will be changed to 1 (one), which will be used in calculations.

If you pay your accountancy fees annually, leave the Monthly Accountancy Fee field blank apart from when you enter the figures for the month when you pay your fees. In that month, enter the full annual amount.

Sometimes, after you have logged in, you are prompted to confirm these values. This happens when the application is used by more than one user on the same machine (not simultaneously). The application can recognise when the current user is different from the previous user, and prompts for confirmation of the values. Also, having created a new account and logged in, you are prompted to set up the static data before doing anything else.