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Creating a budget in Moneydance

Angie Rauscher -

It is not currently possible to budget categories with different time intervals in this budget format.  If you would like to budget mixed-interval categories, please use the "mixed intervals (old format)" budget.

Creating your budget
First, open the Budget manager by going to Tools->Budget Manager.
Next, select the time period you’d like to use for your budget: mixed intervals (old format), weekly, biweekly, monthly, or annually. 

If you would like to track a budget with mixed intervals, or track income in your budget, select the Mixed Interval format.

Once you have created your budget you must click on the Budgetname in the sidebar to open the budget for editing.




Manually setting budgeted amounts
To individually edit the amount budgeted for a category, click on the second zero in the "0 of 0" in the budget table.

Setting your budget based on past activity
You can easily set your budget based on past spending by right-clicking on the heading of a one of the columns and selecting one of the following options:



Copy and rollover previous period- Sets this period’s budget as the sum of last period’s budget and the difference between the previous period’s spending and budget.  For example, if last period’s grocery budget was $200 and you spent $150, this period’s grocery budget would be $250.

Copy previous period- Sets this period’s budget as the last period’s budget.  For example, if last period’s grocery budget was $200 this period’s grocery budget would be $200, regardless of what your spending was in the previous period.

Use actual spending from previous period- Sets this period’s budget as the amount spent during the last budgeting period.  For example, if last period’s grocery budget was $200 and you spent $150, this period’s grocery budget would be $150.


Budget View Filters
Budget view filters make it easy to see all of your categories, those with budgeted amounts, or those which you've spent

All- Displays all categories in your data file.  To add, edit, or delete categories go to Tools->Categories

Budgeted- Displays only categories that you’ve set budgeted amounts for the current calendar year

Active- Displays all categories which have been used this calendar year.

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