Annual Budget?

Shelley Carman's Avatar

Shelley Carman

22 Mar, 2016 03:46 PM


My husband and I are looking for a new personal budgeting program so part of this is to see how quickly you reply to a customer w/ a question. I want to confirm that Moneydance can calculate monthly but also ANNUAL budgets???

Thank you

  1. Support Staff 1 Posted by Jenny on 22 Mar, 2016 04:09 PM

    Jenny's Avatar

    Hi Shelley,

    If you haven't already, I encourage you to download our free trial version and experiment with the program before you decide if you would like to purchase it. The demo version is fully functional and allows you to manually enter 100 transactions. Imported transactions are not limited, so you'll be able to fully test importing your data.

    If you decide to purchase the program at a later date you can keep all your data, the license key simply unlocks the ability to manually enter more transactions. You can download the trial version of Moneydance here.

    There are two types of budgets available within Moneydance, 'Mixed Interval' budgets, and 'New Format' budgets. You can create an annual budget with both formats.

    When creating a budget within Tools --> Budget Manager, selecting the period as either Weekly, Biweekly, Monthly or Annually will create budget using this time period, and the 'New Format' budget. You can read more about the newer style budget here.

    When creating a budget, if you select the period as 'Mixed Interval' this will create a budget which can have categories with different time intervals. You can read more about this type of budget here. Once created, select the budget in the sidebar, and then select 'Edit' at the top right of the register to enter the 'Edit Budget' window.

    I hope this information is helpful, please let me know if I can be of further assistance.

    Infinite Kind Support

  2. System closed this discussion on 21 Jun, 2016 04:10 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts


? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac