Setting up 2021 Budget

monty's Avatar

monty

13 Jan, 2021 09:47 PM

Is there a way in MD 2021 to easily setup a budget for 2021 using the expenditures in 2020 for each month as the budget for 2021?

I know you can create a new budget and then for each month select "Copy and rollover previous period" or "Copy previous period" or "Use actual spending from previous period." But none of these will use the respective months (not the previous period) and do ALL months. I found no EXTENSIONS for budgeting.

So is there a trick to expedite this process? It'd be even better if there was an option to round up ($53 would become $55, $216 would be $220, et al).

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