Create a Budget

There are two budget formats available within Moneydance -

  • Newer format
  • Older Mixed Intervals format.

The Newer format should be used to create a budget with consistent intervals.
i.e. all budget items will be set as one of the following - weekly, bi-weekly, monthly or annually.

Use the Mixed Intervals format if you'd like your budget items to use different time intervals.

Create a Budget -

Navigate to Tools > Budget Manager.

Select "New" to create a new budget.


Then enter the budget name and select the "Period’ -

  • Selecting Weekly, Biweekly, Monthly or Annually creates a budget using the specified time period.
    This budget will use the Newer budget format.

  • Selecting "Mixed Intervals" will create a budget that uses categories with different time intervals.
    This budget will use the Older Mixed Interval budget format.

Once you have created your budget, close the Budget Manager window.
Then select your newly created budget from the left sidebar (below your accounts) to access and edit it.