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Budget edit

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cdr

Dec 12, 2022 @ 09:35 PM

I have reviewed the "'Mixed Interval' Budget Format" in the knowledge base and following the instructions given,
i.e as stated,

"After creating your budget, close the Budget Manager window, and select the budget in the left sidebar. Select the “Edit” button in the upper right corner of the budget screen.
From the Edit Budget window, press the “+” button and enter the appropriate values for each column to create the budgeted items."

I do not see the + button on the budget screen and can not get the edit budget screen.
Any help would be appreciated.

I am using the latest version of MD on windows 10

1. Support Staff 1 Posted by Jenny on Dec 14, 2022 @ 09:18 AM

   

   Hi,

   Sorry to hear about the problems you've encountered.

   Choose Tools > Budget Manager, and create a budget using the "Mixed Intervals" period. After creating your budget, close the Budget Manager window.

   In the left sidebar, you'll see your new budget listed (below your accounts). Select your budget in the left sidebar to access it.

   As this budget is new, there will be no budgeted items. Therefore, the budget register on the right will be mostly empty. You'll see column headings at the top of the page - Amount, Category, Interval etc.

   Near the top right of the budget screen, you should see two buttons - Edit, and Budget Manager. You should choose "Edit" to begin creating and editing the budget. I've attached a screenshot of the button you're looking for.

   When you press "Edit", a new window will open where you can input your budget items. In this article, the first screenshot displays the window you'll see. Choose the "+" button at the bottom left of this new window to add budget items.

   --
   Jenny, Infinite Kind Support

   • Edit_Budget_(Mixed_Interval).png 626 KB
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2. 2 Posted by cdr on Dec 14, 2022 @ 02:45 PM

   

   Thank you for the reply Jenny.

   I see where I was making my mistake.
   When I was creating a budget I was selecting "new" then "monthly", I completely overlooked "mixed interval".
   My fault.

   Thank you for setting me straight.

   Regards,
   Dave

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3. cdr closed this discussion on Dec 14, 2022 @ 02:45 PM.