HOW TO SET UP BUDGET

MICHAEL's Avatar

MICHAEL

30 Nov, 2021 01:38 AM

HOW TO SET UP A BUDGET FOR A YEAR

  1. Support Staff 1 Posted by Maddy on 30 Nov, 2021 11:03 AM

    Maddy's Avatar

    Hi Michael,
    Thank you for contacting Moneydance support.

    There are two types of budget available within Moneydance, and you can read about them both in this section of the knowledge base.

    Go to Tools —> Budget Manager, and select ‘New’. You can then enter the budget name and select the ‘period’.
    Selecting either Weekly, Biweekly, Monthly or Annually will create budget using this time period, and the 'Newer' budget format.
    Selecting Mixed Interval will create an older style budget, which can have categories with different time intervals.

    I would recommend using the 'Mixed Interval' format. Using the budget type, you can amend the start and end date for each budget item, and they're not set as the specific month/year etc.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    --
    Maddy, Infinite Kind Support

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