create budget

Robert Loughman's Avatar

Robert Loughman

15 Jan, 2021 07:52 PM

How do I create a budget in Moneydance?

  1. 1 Posted by mhoggie on 16 Jan, 2021 12:33 AM

    mhoggie's Avatar

    just a user,

    There are two methods, the default "new style" which gives you a list of all your categories and allow you to enter a budget amount for each which you copy to future months. And the old style "mixed interval" style which gives you a form to create a list of your budgets where you set a start date and end dates as needed.
    It's all documented here:
    https://infinitekind.tenderapp.com/kb/budgeting-2

    Please note that you won't be able to budget a loan payment if you have the loan set up in MD. But there are methods to work around that issue.

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