Quarterly budgeting?

jr's Avatar


07 Oct, 2018 07:35 PM

I would like to create a quarterly budget. When I go into Budget manager, it is only giving me options for bi-weekly, monthly, annual, and mixed. Is there a way to create a budget based on quarters? If so, how?

  1. 1 Posted by mhoggie on 07 Oct, 2018 07:53 PM

    mhoggie's Avatar

    just a user,

    I would use the old style mixed interval budget when you create the new budget, click period field and choose "mixed intervals". Many options for budget interval and works much better per my experience. Be aware that currently MD does not support budgeting mortgage or loan payments (even though it was once supported and has been submitted for consideration), but there are some simple ways to get around that issue by creating some additional categories to capture that activity. I use the old-style mixed interval budget on a monthly basis. It allows me to enter changes for insurance payment changes in advance by adding duplicate budget items with different start and end dates. Other than the few extra steps to capture loan payments, it works great.

  2. System closed this discussion on 06 Jan, 2019 08:00 PM.

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