Creating New Budget

John Palmer's Avatar

John Palmer

02 Apr, 2016 03:54 PM

Lost my way with creating a new budget.

Cannot seem to edit a budget although I can create a new budget name. Can you give me a clue.

Not done this for a while so struggling.

  1. Support Staff 1 Posted by Jenny on 04 Apr, 2016 10:56 AM

    Jenny's Avatar

    Hi John,

    In Moneydance 2015, there are two budget formats - Mixed Interval/Older budgets, and the Newer budget format.

    Go to Tools --> Budget Manager --> New. You can then enter the budget name and the period.

    Selecting either Weekly, Biweekly, Monthly or Annually will create budget using this time period, and the newer budget format, which you can read more about here. Once you have created your budget, you have to close the budget manager window, then select your budget from the left sidebar column of the Moneydance window to access and edit it. With this budget format, to set the amount, click the right number (it'll be 0 if you haven't budgeted anything for that category) and enter the amount that you want to budget for that category.

    When creating a budget, selecting 'Mixed Interval' as the period will create an older style budget, which can have categories with different time intervals. You can read more about this budget format here. You can create a Mixed Interval Budget, then select it in the side bar; then you can select 'Edit' at the top right of the register which will show the 'Edit Budget' window.

    I hope this information is helpful, please let me know if you have any questions or if I can be of further assistance.

    Jenny
    Infinite Kind Support

  2. 2 Posted by jepalmer on 04 Apr, 2016 12:08 PM

    jepalmer's Avatar

    Thanks Jenny. All sorted. Some confusion between old and new style. Now looks good.

     

    Thanks for your help the guidance set me on the way.

     

    John

  3. Support Staff 3 Posted by Jenny on 04 Apr, 2016 12:16 PM

    Jenny's Avatar

    No problem John, glad to hear you've got this resolved.

    Please let me know if I can be of further assistance.

    Jenny
    Infinite Kind Support

  4. Jenny closed this discussion on 04 Apr, 2016 12:16 PM.

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