Budgeting
You can save a cash flow rule as a preset and apply it to other lines in one step, in the dialog or from the account details.
A preset saves a cash flow rule under a name, so you can apply it to other lines without entering it again. You need a licence that lets you edit the budget.
Open **Set Cash Flow Rule** on an account and enter the rule you want to reuse, as described in [set a cash flow rule on an account](/kb/article/set-a-cashflow-rule-on-an-account). Under **Based on:**, you choose **Milestones/dates** or **Payment cycle**. The preset stores the whole rule, including that choice.
In **Set Cash Flow Rule**, open **Select Preset...** and choose **Save as Preset**. KOSMA saves the rule as it stands and opens **Presets**, with the name **New Preset** ready to edit. Type a name and click **Ok**. **Cancel** discards the new preset.
The **Select cycle...** list in the **Payment cycle** row of **Set Cash Flow Rule** is not the preset list. It sets only the interval of the cycle.
A budget can hold up to ten presets. At ten, **Save as Preset** stays in the list, greyed out. Delete a preset to free a slot.
Open **Set Cash Flow Rule** on another account, subaccount or markup, open **Select Preset...** and choose the preset. KOSMA replaces the rule with the preset and marks it with the preset's name. Click **Ok**.
One list of presets serves all accounts, subaccounts and markups of the budget. Milestones and phases apply to the whole budget, so a preset finds them on every line. If you rename a milestone, the preset still works. A financing plan and a cost control set each keep their own list.
If a preset contains amounts, it stores them as fixed values. On a line with a different total, the amounts no longer add up to that total. The value fields turn red, and **Ok** stays greyed out until you correct them. A preset built from percentages fits any total.
To remove the preset's name from the rule, choose **-- No Preset --**. The rows of the rule stay. To empty the rule, click **Reset**.
In the account details, point at the header of the **Cashflow** panel and click  **Apply Preset**. KOSMA shows **Cash Flow Rule Presets**, with a checkbox for each preset.
Ticking a preset replaces the line's rule at once. On an account with subaccounts, it replaces the rule of every subaccount. KOSMA does not ask and does not check the values.
Tick a preset to apply it. If the line has no rule yet, KOSMA creates one. Untick the preset to remove its name from the rule; the rows stay.
While a rule carries a preset's name, the **Cashflow** panel shows it as a single entry: the symbol , the preset's name and the rule's total. Hover over the entry to see the rows of the preset. If the preset's amounts do not add up to the line's total, the rule is invalid and the panel shows no entry for it. Hover over the panel header, click  **Edit cashflow rule** and correct the values in the dialog.
Once the budget has a preset, open **Select Preset...** in **Set Cash Flow Rule** and choose **Edit Presets**. KOSMA opens **Presets**. Change a name in the **Name** column. Names must be unique and can be up to 50 characters long. Drag a row up or down to change the order.
When you delete a preset, the rules that used it keep their rows and lose only the preset's name. To delete a preset, click  **Delete preset** in its row. KOSMA asks you to confirm.
Click **Delete**. When you are done in **Presets**, click **Ok**.
**When you change a rule or a preset.** If you change a rule after you applied a preset to it, KOSMA removes the preset's name from the rule, and your change stays. Changing a preset later does not change the rules you already applied it to. To update them, apply it to each line again.
**If the account details offer no presets.** KOSMA shows  **Apply Preset** only when the budget has at least one preset and you can edit the budget. You cannot edit it on a Free licence, in a budget shared with you without editing access, in a budget linked to a cost control set, or when you are signed out. In these cases, you cannot open **Set Cash Flow Rule** either. A rule that already carries a preset's name still shows as one entry. See [what your licence includes](/kb/article/what-your-licence-includes).
Markdown