Setting up a budget at the start of your 30-day free trial

From the home page, click the Budget icon.

You can create your budget using one of the following:

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

To add a budget from scratch:

Click Start New Budget to begin creating your new budget. Type the name of your first heading (eg Fundraising).

Continue creating your budget by adding additional headers, subheaders, and/or categories.

To delete a category:

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

To delete a heading:

  1. 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.
  2. Then click Save Changes.

To add a heading, subheading, or category:

  1. Click on the corresponding button.
  2. Click Save Changes.

To move a heading:

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

To move a category:

  1. Click Arrange these items to the right of the Header 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.
  2. Click Save Changes.

Leave a Reply

Your email address will not be published.

This site uses Akismet to reduce spam. Learn how your comment data is processed.