New Budget
Adding a budget
- Select Budgets in the Manage Bar.
- Click the "+" button in the Item Editor or select Action > Add Budget. The New Budget Item sheet appears.
- Configure the following options:
- Name
- Frequency
- Start Day: The day of the period to be used as a starting point. For instance, choose Monday in a weekly budget or 15th in a monthly budget.
- Accounts: Check all accounts that should be included in the budget.
- Include All Active Categories: Check this box if you want the budget to automatically include all categories you used in the previous period.
- Use Rates from Preferences: Check this box if you want Money to make automatic currency conversions using the rates given in Preferences.
- Click Done. A new record will appear in the Budget view of the Workspace.
Editing a budget
- Select the budget you want to edit.
- Click the gear icon in the Item Editor, right-click on the budget and select Edit Budget, or select Action > Edit Budget.
Deleting a budget
- Select the budget you want to delete.
- Right-click on the budget and select Remove Budget, or select Action > Remove Budget.