tag:infinitekind.tenderapp.com,2009-01-14:/discussions/budgeting/701-setting-up-a-budgetInfinite Kind: Discussion 2016-10-02T02:36:58Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/398856022016-05-15T21:59:38Z2016-05-15T21:59:39ZSetting up a Budget<div><p>When I go to the on-line instructions it says I should have a
window that pops up after creating the budget and I don't so I'm
unable to follow the instructions. Is it possible that your
instructions are for a newer version than what I have?</p></div>Ginatag:infinitekind.tenderapp.com,2009-01-14:Comment/398856022016-05-16T09:37:40Z2016-05-16T09:37:40ZSetting up a Budget<div><p>Hi Gina,</p>
<p>In Moneydance 2015, there are two budget formats - Mixed
Interval/Older budgets, and the Newer budget format.</p>
<p>Go to Tools --> Budget Manager --> New. You can then enter
the budget name and the period.</p>
<p>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 <a href="http://help.infinitekind.com/kb/budgeting/creating-a-budget-in-moneydance">
here</a>. 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.</p>
<p>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 <a href="http://help.infinitekind.com/kb/program-basics/how-to-get-started-with-a-budget">
here</a>. 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.</p>
<p>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.</p>
<p>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.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jenny