Setting up your Budget at the beginning of your 30-day free trial

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From the home page, click the Budget icon.

You can create your budget using one of the following:

Select one of MoneyMinder’s templates.
Ad a budget from scratch.

To select a budget template:

Select a budget template from the Choose a MoneyMinder budget template to start with drop-down menu.

Modify this template to suit your needs by deleting items that are not relevant to your group and adding items that are. Click Save Changes to save your work.

To add a budget from scratch:

Click Start New Budget to begin creating your new budget.

When entering a budget, keep in mind that Headings and Subheadings are a way to organize the budget and categories are what transactions are applied to and what is actually tracked on reports. Categories are organized below Headings and/or Subheadings and have dollar amounts that can be entered under Budgeted Income and/or Budgeted Expenses. See the example below:

Type the name of your first heading (eg Fundraising).

Continue creating your budget by adding additional Headings, Subheadings, and Categories.

To delete a category:

Click the More> button to the right of the Budget Net column.
Then click the Delete button.
Click Save Changes.

To delete a heading:

Click the Delete button to the right of the heading name. Note, that you can only delete a heading if there are no categories or subcategories listed beneath it.
Then click Save Changes.

To add a Heading, Subheading, or Category:

Click on the corresponding button.
Click Save Changes.

To move a heading:

Click Arrange Headings in the static toolbar at the top of the screen or click and drag the item to the position you prefer.
Click Save Changes.

To move a category:

Click Arrange these items to the right of the Heading that it’s located within and use the Alphabetize button or the up/down arrows to re-order these or click and drag the item to the position you prefer.
Click Save Changes.