There are 2 types of budgeting setups in MD. To get started you need to create a new budget name and interval under Tools Budget Manager. Then when you access the budget you created from the left toolbar, you will notice all the categories and amounts spent will show up for the month without a budgeted amount set. You simply choose the items you want to budget and set up the budget amount. Then when you are finished, you can click on the Budget header and only see the budgeted items you selected. Then right click the current month and copy to the future month. (you have to do that each month). I prefer the 2nd (old style) budget. You create a new budget name, select Mixed Intervals (Old Style). Now when you click on that budget in the left tool bar, you will see an edit button at the top. Click this button and manually add the categories and amounts by clicking the + at the bottom and editing the new entry. You can set date ranges for the budget and each item as needed. No need to copy the budget to the following month. It will be good to the date you specify. There is one important thing to be aware of with MD budgeting. For some reason, they chose not to allow budgeting of any transfers to a credit card, mortgage, or loan. Many of us complained and I think at some point they will relent, but you will need to create a workaround to budget any loan payments by creating a special payment category for each account payment and adding additional splits in your payment reminders to force MD to capture the activity. It's not difficult to set up. If you search the discussions on how to budget a loan, you will find instructions.
But for sure you want to review all the knowledge base articles on budgeting,
They can be found here.