Build and renovate
A project for a build or reno, with planned drawdowns. The module can be off. Christmas and yearly costs do not need it.
Where to find it
Sidebar: Build, only when Build & renovate is on. The page title is Projects. Lending & build is a tab. An owner switches the module under Settings → Add-ons.
Build & renovate is for a house build or a renovation kept in its own book. Everyday categories stay as they are.
- If Build is missing from the sidebar, open Settings → Add-ons and switch on Build & renovate. The owner does this. Data already stored is kept while it is off, and it comes back when you switch it on. The add-on is included on the trial and on a paid plan.
- Open Build. The page is titled Projects. Add the project and its sections. Each section shows budget, spent, committed and remaining.
- Track a line from quote through to paid, and add transactions, parts of transactions, quotes and cash into the section.
- Open the Lending & build tab for the build cost and the debt, checked against statements.
- On the loan, add planned drawdowns. Jarful shows what the repayment rises to, and when. Those drawdowns flow into the forecast. When the bank’s real repayment starts, the schedule can follow that figure.
Christmas and the yearly costs plan stay available when this module is off. They are under Plans, not under Build.
What this does not do
A project does not pay a builder and does not draw the loan. Planned drawdowns are a forecast of repayments, not an instruction to the bank. If the page says the module is switched off, your data is still kept.
Related
Still stuck?
Email [email protected]. Say what you clicked and what you expected. Please don’t send account numbers, passwords or bank statements.
Jarful is a budgeting tool, not a financial adviser. Nothing on this page is financial advice.