Making Budget

Gilles Laplante's Avatar

Gilles Laplante

24 Sep, 2019 09:58 PM

How making a fast budget for this year with the last year transactions ?

  1. 1 Posted by mhoggie on 25 Sep, 2019 12:44 AM

    mhoggie's Avatar

    just a user,

    Set up the new budget with the Mixed Interval (old style) format and use the budget calculator.

  2. 2 Posted by Gilles on 25 Sep, 2019 01:28 AM

    Gilles's Avatar

    Thank you but:

     where is « the Mixed Interval (old style) format «

    I use the french version of MD

    Regards

    Gilles Laplante

  3. 3 Posted by mhoggie on 25 Sep, 2019 01:37 AM

    mhoggie's Avatar

    just a user,

    Go to tools, budget manager, new. Name your budget and click the period drop down , and select Mixed Intervals (Old Style), then create

  4. Support Staff 4 Posted by Maddy on 25 Sep, 2019 09:27 AM

    Maddy's Avatar

    Hi Gilles,

    I can see you’ve received a reply from one of our knowledgeable Moneydance customers.
    To add to this useful information, it might be worth mentioning that there are two types of budget available within Moneydance, and you can read about them both in this section of the knowledge base.

    Go to Tools —> Budget Manager, and select ‘New’. You can then enter the budget name and select the ‘period’.
    Selecting either Weekly, Biweekly, Monthly or Annually will create budget using this time period, and the 'Newer' budget format.
    Selecting Mixed Interval will create an older style budget, which can have categories with different time intervals.

    I would recommend using the 'Mixed Interval' format. Using the budget type, you can amend the start and end date for each budget item, and they're not set as the specific month/year etc.

    I hope this information is helpful. Please let me know if you have further questions or need any assistance.

    --
    Maddy, Infinite Kind Support

  5. 5 Posted by Gilles on 26 Sep, 2019 06:10 PM

    Gilles's Avatar

    Hi Maddy

    It work fine ( a little bit slowly) but it work

    Thank you for your support

    Regards

    Gilles Laplante

  6. Support Staff 6 Posted by Maddy on 26 Sep, 2019 06:12 PM

    Maddy's Avatar

    You are welcome, Gilles ! I'm very pleased to hear that.
    I'll close this discussion for now, but do not hesitate to contact us again, if you need further assistance.

    --
    Maddy, Infinite Kind Support

  7. Maddy closed this discussion on 26 Sep, 2019 06:12 PM.

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