The 'Mixed Interval' Budget Format

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.

  • Amount - Enter the amount of money you'd like to budget for this category.

  • Category - Click on the drop-down menu to select the category you'd like to budget for.

  • Interval - Use the drop-down menu to select the frequency at which your budget will repeat. When selecting the interval, you can also choose whether you want the time period to be prorated or not.

  • Start Date - Select the date you'd like your budget for this item to begin.

  • End Date - Select the date you'd like your budget for this item to end. If you do not enter an end date, the budget will continue indefinitely.

  • Total Income/Expenses - Use the drop-down menu to the left of these values to specify the time period for which you'd like this information to be displayed.

Edit_budget_window.png

When you are done editing the budget, close the 'Edit Budget' window. You will see your budgeted items displayed in the main window.

Mixed_Interval_Budget.png

To have Moneydance automatically calculate a budget based on your past spending, click the "Calculate" button in the Budget Editor window.

The "Effective On" field is the date when you'd like your new budget to begin.

In the "Date" field, select the range of transactions you'd like to have used in the calculations.
Or you can use the "Custom Date" option and specify the date range manually.

The final field allows you to select the range you'd like to use when calculating this budget: Annually, Tri-Monthly, Bi-Monthly, Monthly, Semi-Monthly, Tri-Weekly, Bi-Weekly, and Weekly.

calculate_budget_2017.png

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