Setting up a budget

MWA_LAS's Avatar


24 Mar, 2010 10:28 PM

I've read the knowledge base posting about Setting Up a Budget (e.g. setting up 3-4 different monthly amounts by setting up 3 different entries for that category’s date range).
Question: Why don't you just have a budget setup window where the categories are on the left side of the screen and then you have Jan through Dec boxes to enter amounts. Then when the amounts are the same for each month one could just fill to the right and when the amounts were different some month one could simply enter those amounts. Much like Quicken 2007 allows you to do. I've even pleaded with Quicken to have an import function to load a budget from a spreadsheet (column 1 would be categories and column 2-13 would be the 12 months of budget numbers by category).

Let me know what you think.... seems like an easy way to setup a budget without so much entry. This is about the only thing in MoneyDance 2010 that I find confusing to me.


  1. 1 Posted by Angie Rauscher on 25 Mar, 2010 04:50 PM

    Angie Rauscher's Avatar


    I'm not quite sure why we don't currently do it in this way, but I will pass this suggestion on to our developer for further consideration. It does seem that this could improve the usability of our budgeting tool. Our feature request and bug reporting system is integrated with our wiki. We invite our users to register and use these systems to help improve Moneydance by bringing bugs to our attention and requesting new features. Users can also vote on tickets, which helps us determine how wide-spread bugs are and which requests have the most demand.

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

    Angie Rauscher
    Moneydance Support

  2. Angie Rauscher closed this discussion on 25 Mar, 2010 04:50 PM.

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