Setting up your Budget for users starting a new financial year

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Click Budget in the sidebar.

A budget can be created by using one of the following:

1. Copy a budget from another financial year.
2. Select one of MoneyMinder’s templates.
3. Add a budget from scratch.

Note: Once you save your selection you will not be able to start over.

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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.

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Copy an existing budget:

Select a year from the dropdown under Copy a budget that you set up in a previous financial year. Choose one of the years displayed below.

This will copy a budget from another financial year into the current year. The copied budget can be modified to reflect any changes.

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

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Select a budget template:

Select a budget template from the dropdown under Choose a MoneyMinder budget template to start with.

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.

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Add a budget from scratch:

Click Start New Budget to begin creating a new budget.

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Enter the name of the first Heading.

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

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

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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.

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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.

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To move a Heading:

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

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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.

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