how to create a budget

pdel's Avatar

pdel

13 May, 2016 08:28 PM

I cannot find any way to create a budget, certainly it is not intuitive!

  1. 1 Posted by pdel on 13 May, 2016 08:41 PM

    pdel's Avatar

    I was able start creating my budget. My next question is how do I enter the same amount for all months

  2. Support Staff 2 Posted by Jenny on 15 May, 2016 10:49 AM

    Jenny's Avatar

    Hi,

    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. In this window, you can add, edit and delete the budget categories.

    Before creating your budget, you may wish to add, amend and delete some of your categories. You can do this within the Tools --> Categories menu.

    If you can let me know the budget type you're currently using, then I'll be able to provide more assistance so we can get this setup.

    Jenny
    Infinite Kind Support

  3. System closed this discussion on 02 Oct, 2016 02:35 AM.

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

Keyboard shortcuts

Generic

? 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

Recent Discussions

09 Apr, 2020 01:49 PM
09 Apr, 2020 01:43 PM
09 Apr, 2020 01:41 PM
09 Apr, 2020 10:12 AM
09 Apr, 2020 07:24 AM