Home → Budgeting →

2018 budget

• Edit

Stevan Zaiman

Nov 23, 2017 @ 09:25 PM

Where do I find instructions for budgeting?

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

   

   How do I input a new budget?

   • Edit

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

   

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

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

   • Edit

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

   

   Thanks. Happy Thanksgiving!

   Stevan M. Zaiman

   • Edit

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

   

   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

   • Edit

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

   

   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

   • Edit

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