No budget entry window

Raymond Warren's Avatar

Raymond Warren

09 Jan, 2017 01:04 PM

When I create a new budget in Moneydance 2015 I never see the budget entry window as described in the manual. I am using the following steps:

1. Open Budget Manager and select "New." (See Screenshot1)
2. Enter budget name and select "Create." (See Screenshot2)
3. After hitting "Create" the "Edit Budget List" window is displayed. (See Screenshot3)
4. Select "New Budget" from the Summary screen and I see a budget listing. (See Screenshot4)

I am unable to locate the budget entry screen to make changes to my budget.

  1. 1 Posted by Ian O on 10 Jan, 2017 12:50 PM

    Ian O's Avatar

    Hi Raymond,

    There are two types of budgets available within Moneydance, and you can read about them in this article. The new format budget is in an editable state when opened the there is no 'Edit' feature available. Is there anything that you wish to edit that you are unable to do so in the budget window (Screenshot 4)? You may find that the 'Mixed interval' budget better suits your needs.

    Please let me know if you have any questions or need assistance.

    Ian O
    Infinite Kind Support

  2. 2 Posted by Ray Warren on 11 Jan, 2017 10:25 PM

    Ray Warren's Avatar

    This answered my question. Thanks for the assistance.

  3. 3 Posted by Ian O on 12 Jan, 2017 10:25 AM

    Ian O's Avatar

    Not a problem Ray. Glad to help! I'll close this discussion now but please get back in touch should you have questions or require any assistance in future.

    Ian O
    Infinite Kind Support

  4. Ian O closed this discussion on 12 Jan, 2017 10:25 AM.

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