Input methods to ease building a budget

Michael Lantz's Avatar

Michael Lantz

02 Apr, 2019 05:13 PM

I have over 61 budgeted expenses and income items.

Is there an easy way to simply put a regular income/expense item in the first month and have it fill the buckets for the remaining months?

Otherwise I have to fill 61*12 slots.



  1. 1 Posted by mhoggie on 02 Apr, 2019 11:44 PM

    mhoggie's Avatar

    just a user,

    You need to use the old style mixed interval budget to be able to set a budget that hold the values indefinitely or for the time you set. The new style can only be copied from the previous month, so to fill a year you have to go to each month and copy the previous month one at a time. Also you will find the old style budget is much faster to navigate.

  2. 2 Posted by Michael Lantz on 03 Apr, 2019 06:12 PM

    Michael Lantz's Avatar

    Worked. Thanks so much.

  3. 3 Posted by Rudick Murphy on 30 Apr, 2019 08:10 PM

    Rudick Murphy's Avatar

    Where do I find such a template? I am having the same problem described above. It will take forever to input my budget categories.

  4. 4 Posted by mhoggie on 30 Apr, 2019 11:11 PM

    mhoggie's Avatar

    you need to create the budget as "Mixed Interval" period type. Also known as the old style budget. Then you will find the options to calculate the budget when you select Edit for that budget

    Here is the setup info.

  5. 5 Posted by tony.cooper655 on 28 May, 2019 04:04 AM

    tony.cooper655's Avatar

    Another hint on using the "old style" which is far superior to the new one is set your budget amount to a daily figure, this will commute to a yearly figure on your budgets and will be 100% accurate setting a yearly figure seems to not calculate correctly example would be say $1 a day budget amount would equate to $365 a year

  6. 6 Posted by Jan on 09 Jun, 2019 03:58 AM

    Jan's Avatar

    If you use the old style budget, can individual months be modified (to reflect, e.g., expected tax payments)

  7. 7 Posted by mhoggie on 14 Jun, 2019 10:21 PM

    mhoggie's Avatar

    Probably the best way to bump the budgeted amount for any category for a specific month is to add another entry for the same category to include the additional amount for that month.
    Lets say.
    01-01-2018 thru indefinite, Insurance, $100 monthly
    12-01-2018 thru 12-31-2018, Insurance, $50 monthly (additional amount)

    If you run a report for that period you will see that all months have a $100 budget except December which will have a $150 budget.

    Only issue I find is having to add that additional amount to your budget for each year.

  8. System closed this discussion on 13 Sep, 2019 10:30 PM.

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