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

Watch Video

---

Click the Budget icon in the sidebar.

Create a budget using one of the following:

1. Select one of MoneyMinder’s templates.
2. Add 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.

---

A sample budget will auto-populate. Changes can be made to modify the budget to suit your group’s activities.

When finished, click Save Changes at the top of the budget.

---

To add a budget from scratch:

Click Start New Budget to begin creating a new budget.

---

When entering a budget, keep in mind that Headings and Subheadings are a way to organize the budget and Categories are the detailed area of activity that you want to track.

---

Enter the name of the first Heading.

Continue creating the budget by adding Headings, Subheadings, and Categories.

---

When finished, click Save Changes at the top of the budget.

---

To delete a Category:

1. Click the More> button to the right of the category.
2. Click the red Delete button. Note: You can only delete a Category if there are no transactions applied to it.
3. Click Save Changes at the top of the budget.

---

To delete a Heading:

1. Click the three lines (“hamburger”) to the right of the Heading name to open the dropdown.
2. Click Delete. Note: You can only delete a Heading if there are no Categories or Subheadings listed beneath it.
3. Click Save Changes at the top of the budget.

---

To move a Heading:

Click Arrange Headings in the static toolbar at the top of the screen.

---

• Use the Alphabetize button or the up/down arrows to re-order the Headings, or click and drag to change a Headings position.
• To move a Heading under a different Heading, click the Choose heading dropdown and select the Heading.
• Click Done and then Save Changes at the top of the budget.

---

To move a Category:

Click the Arrange these items button at the bottom of the Heading or click the “hamburger” to open the dropdown and choose Arrange these items.

---

• Use the Alphabetize button or the up/down arrows to re-order, or click and drag the Category to change its position.
• To move a Category under a different Heading, click the Choose heading dropdown and select the Heading.
• Click Done and then Save Changes at the top of the budget.

---

Back to the top