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Rename a "new style" budget?

• Edit

kuryan.thomas

21 Oct, 2025 02:14 PM

I feel like I'm missing something incredibly obvious, but I can't figure out how to rename a "new style" budget. Bringing up the budget manager and clicking Edit doesn't let me change the name, only the amounts.

I thought okay, let me duplicate the budget, give it a new name, and use that. Nope, duplicating a "new" budget gives me an "old" budget.

Help? Thanks.

1. Support Staff 1 Posted by Maddy on 21 Oct, 2025 02:38 PM

   

   Hi Kuryan,
   Thank you for contacting Moneydance support.

   Navigate to Tools > Budget Manager, select the budget you'd like to rename, and click Edit. In the next window, click Edit again on the right-hand side. Update the Budget Name field as desired, click OK, and restart Moneydance to apply the changes.

   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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2. 2 Posted by kuryan.thomas on 21 Oct, 2025 03:19 PM

   

   Hi Maddy,

   Thanks. Unfortunately that doesn't work, beginning with "In the next window...".

   I don't get a next window. Here's what happens: I bring up the Budget Manager dialog. I select the budget and click edit. In the main window, the selected budget displays in "All" mode, and the Budget Manager dialog stays up. Clicking the Edit button again has no effect.

   I've tried asking the OS to show all windows in case there's a window covered up somewhere, but there are only those two windows in the app (the main window and the Budget Manager dialog).

   Here is the OS and app version info copied and pasted from the developer console window:

   Welcome to the interactive development console for Moneydance 2024.4(5253) Java version: 21.0.5, Jython version: 2.7.2(final), running on Mac OS X(26.0.1) aarch64(arm64)

   Thanks,
   Kuryan.

   • Edit

3. 3 Posted by kuryan.thomas on 21 Oct, 2025 03:40 PM

   

   The budget is a new style Monthly budget, if that makes any difference. I can attach redacted screenshots if it would help you see what I'm seeing.

   Thanks again.

   • Edit

4. Support Staff 4 Posted by Maddy on 22 Oct, 2025 12:29 PM

   

   Thanks for letting us know about this issue! I've filed a ticket in our ticketing system regarding this issue, so the developers will be looking into it.

   Please let us know if we can be of further assistance!

   --
   Maddy, Infinite Kind Support

   • Edit

5. System closed this discussion on 21 Jan, 2026 12:30 PM.