Use the Mixed Interval (Old Style) budget setup . Then you have full control of your budget listing and future budget intervals and amounts. The default new style has many issues in addition the one you found.
Maddy on 14 Sep, 2021 12:41 PM
I can see you’ve received a reply from one of our knowledgeable Moneydance customers. To add to this useful information I thought it's worth mentioning that you can use the 'Income and Expense, Detailed' report. Reports are accessible via Tools --> Graphs and Reports, or in the left side bar (below your accounts).
When viewing the report settings, you can choose the accounts to include and you can specify the date range. The date range can be set as longer than just 12 months.
At the bottom of the report settings window, you'll likely see 'All Income' and 'All Expense'. Choose the button to the right of this - "Show: By Individual'. This will display each of your individual categories and you can choose which to include/exclude before generating the report to view your data.
Also, if you wish trying out the latest preview version, this includes Foresight Forecast and Foresight Review under Tools. Please refer to this page for further information on using this tool.
Moneydance 2021.2 (3095) is available to download from this page.
I hope this information is helpful. Please let us know if you have further questions or need more assistance.
Thanks for that advice. I created a new named budget in my database, and selected "mixed intervals / old style" as advised. My new budget appears to be completely unpopulated: no categories; amounts; or date ranges. Should I create an entire new, empty file set, specify old-style budgeting, then do my QIF import into that file set? Thanks again.
I don't think you can import a Quicken budget. I would probably just print out the current budget with the categories and amounts like it is set up in Quicken, then check your MD categories to make sure you have all the categories you use in Quicken, adding those that are not listed. Then create a new Mixed Interval MD budget and add the budget items, categories, and amounts to the MD budget. Then you're set. When you choose the budget period in MD, be sure to use the periods that don't show prorated unless you have a need for that.