To enter the Budget Manager, select Tools from the toolbar, and then select Budget Manager. The screen that will appear is blank by default.
In the Budget Manager you specify how much expenses or income you expect
for each given category, and the time interval (monthly, weekly, annually)
in which you expect those expenses/income.
Moneydance can automatically calculate an initial budget for you based
upon the transactions that have been entered for any time period that
you specify. To calculate a budget, simply press the Calculate button. The Budget Manager will then ask you to input the date range you would like to use to calculate your budget. Input the appropriate dates and click OK. The information will be put into your budget.
The budgeted amount for each income or expense category can be modified by clicking in the column to the right of the account type and entering an amount. The budgeted amount for expense categories indicates how much you plan to spend in that category in the given time interval. The time interval can be Monthly, Weekly, Quarterly or Yearly.
When you want to analyze how closely your income and expenses
matched your budget you can generate a Budget Report which will tell you
exactly how close to your budget you were for each category of income and
expense. It will also total the values so you can see how generally over
or under budget you are. The budget report can analyze any time period that
you specify. To create a budget report, click the report icon on the
toolbar and
It is also easy to keep track of multiple budgets.