How to change the budget date

Suzy's Avatar

Suzy

07 Jun, 2016 04:38 PM

I'd like to use the bi-weekly budget feature in the 2015 version. How do I change the start date of each bi-weekly budget? I get paid on Fridays, but when I create the budget it defaults to starting the budgets on Sundays and I don't see a way to change it. I'd like my paycheck and the associated transactions in the same budget period.

  1. 1 Posted by Ian O on 07 Jun, 2016 05:01 PM

    Ian O's Avatar

    Hi Suzy,

    Rather than creating a bi-weekly budget, I would recommend creating a new budget within Tools --> Budget Manager, and selecting the 'interval' as 'Mixed Interval' - This will create a budget in the older format.

    You can then access this budget from the sidebar. Select 'Edit Budget' at the top right of the register, where you can input the budget items. You can set the interval as 'bi-weekly' and can select a custom start date. You'll find screenshots and instructions for this type of budget at the bottom of this article.

    I hope this information is helpful, please let me know if you have any question or need assistance getting this set up.

    Ian O
    Infinite Kind Support

  2. System closed this discussion on 02 Oct, 2016 02:37 AM.

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