2018 budget

Stevan Zaiman's Avatar

Stevan Zaiman

23 Nov, 2017 09:25 PM

Where do I find instructions for budgeting?

  1. 1 Posted by Stevan Zaiman on 23 Nov, 2017 09:26 PM

    Stevan Zaiman's Avatar

    How do I input a new budget?

  2. 2 Posted by dwg on 23 Nov, 2017 09:35 PM

    dwg's Avatar

    I would suggest looking at the knowledge base articles on the topic:

    http://help.infinitekind.com/kb/budgeting-2

  3. 3 Posted by Stevan Zaiman on 23 Nov, 2017 09:50 PM

    Stevan Zaiman's Avatar

    Thanks. Happy Thanksgiving!

    Stevan M. Zaiman

  4. Support Staff 4 Posted by Jenny on 24 Nov, 2017 10:58 AM

    Jenny's Avatar

    Hi Steven,

    There are two budget formats available within Moneydance - the 'Newer' format, and the 'Older Mixed Interval' format. You can find details of both budget types in this section of the knowledge base.

    Using the 'Newer' format, (as seen here), you'll pick one time internal - weekly, monthly etc. All categories in the file will be included in this budget, displayed on the left. You'll see columns that display the budget periods - e.g. last month, this month, next month.
    Within this you'll see two columns of numbers. The left number is the amount (either income or expenses) currently assigned to the category, for the designated period. The right number is the amount you have budgeted for the category, it'll be 0 if you haven't entered a budget amount.

    To use the 'Mixed Interval' format, (as seen here), navigate to Tools --> Budget Manager. Select 'New' and choose the Period as 'Mixed Interval (old style)'.
    In the main window, select the 'Edit' button at the top right of the screen. This will open the edit budget window. This budget will start with no categories assigned, and you can choose which categories to include. These budget items can have different time intervals, e.g. weekly, monthly etc.

    Jenny
    Infinite Kind Support

  5. 5 Posted by fradettelaurens on 06 Dec, 2017 05:38 PM

    fradettelaurens's Avatar

    Hi jenny ,

    I am working on my 2018 budget and i would like to know if by any chance your are planning on adding a NET line ont the report section and on the budget management section . I like knowing the income and the expense i have budgeted but i find it anoying having to take my calculator to know how much of a deficit or surplus i will have at the end.

    Thank you

    Laurens

  6. System closed this discussion on 07 Mar, 2018 05:40 PM.

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