tag:infinitekind.tenderapp.com,2009-01-14:/discussions/budgeting/1079-calculating-a-budget-automaticallyInfinite Kind: Discussion 2018-10-18T14:08:03Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/420815832017-03-04T14:07:53Z2017-03-04T14:07:53ZCalculating a Budget Automatically<div><p>Hi Mike,</p>
<p>I'd recommend looking at <a href="http://help.infinitekind.com/kb/getting-started-2/getting-started-creating-a-budget">
this article</a> which details both budget formats available within
Moneydance.</p>
<p>After navigating to Tools --> Budget Manager, you can create
and name your budget. Once you've done this, you should close the
budget manager window, and select the budget in the left sidebar,
from the Moneydance register.</p>
<p>If you're using the 'Newer' budget format, you should see all
your budget items displayed by default. If you're using the 'Older
Mixed Interval' format budget, you can select 'Edit' at the top
right of the register to begin creating the budget.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jennytag:infinitekind.tenderapp.com,2009-01-14:Comment/420815832017-03-04T14:44:57Z2017-03-04T14:44:59ZCalculating a Budget Automatically<div><p>Hi Jenny,</p>
<p>Thanks for the help. Unfortunately, I read all of those articles
and can’t seem to get things to work as described. Maybe if I
try to explain myself better and use some visual aids. :)</p>
<p>The article that demonstrates how to have Moneydance create a
budget automatically, does not seem to work. I had no problem
creating my budget, selecting it in the sidebar, and going back to
the budget manager. However, when clicking edit nothing happens.
How do I get to the screen that has the "calculate "button?</p>
<p>I can’t seem to figure out how to get to this dialog:</p>
<p>When I click “New” I get this dialog box:</p>
<p>And if I go back to the Budget Manager and press
“Edit” from this window, nothing seems to happen.</p>
<p>How can I have Moneydance calculate my budget automatically, or
how do I get to the dialog that says “Calculate?”</p>
<p>I hope I have explained myself better.</p>
<p>Thanks again,</p>
<p>Mike</p></div>Michael Hodostag:infinitekind.tenderapp.com,2009-01-14:Comment/420815832017-03-04T18:37:06Z2017-06-22T15:36:16ZCalculating a Budget Automatically<div><p>When you create your budget, you HAVE to select MIXED INTERVALS from the dropdown box underneath the name box. That style will then let you auto calculate from past periods actual spending by selecting the newly created budget, selecting EDIT at the top of the budget window, then the CALCULATE button at the top of the edit window that opens.</p>
<p>It is quite apparent that budgeting functions in MD have a LOOONNNNGGG way to go, most critically, I do not need a budget of EVERY category that is set up, or EVERY account. There is NO means that I can find to address BOTH of those criticisms simultaneously.</p></div>Johntag:infinitekind.tenderapp.com,2009-01-14:Comment/420815832017-03-04T18:58:51Z2017-03-04T18:58:52ZCalculating a Budget Automatically<div><p>John,</p>
<p>Thank you so much, and I apologize if I missed that detail, that
i must pick "Mixed Intervals" to get the dialog that asks MD to
calculate my budget. I had chosen Monthly, as that's how I pay
nearly all of my bills, and how I get paid.</p>
<p>Thank you again,</p>
<p>Mike</p></div>Miketag:infinitekind.tenderapp.com,2009-01-14:Comment/420815832017-03-27T21:59:50Z2017-03-27T22:12:30ZCalculating a Budget Automatically<div><p>Could someone please update the Knowledge base article with the above post by John. Nevermind, John's solution doesn't work consistently, ought to remove the knowledge base article (or maybe even fix the software).</p></div>winlogan