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From the home page, click the Budget icon.
You can create your budget using one of the following:
- Copy one of your existing budgets.
- Select one of MoneyMinder’s templates.
- Add a budget from scratch.
Note: Once you save your selection you will not be able to start over.
Definitions:
Headings give structure to your budget. These are used to organize broad activities. Budgets typically include headers such as: Fundraising, Administration, Programs.
Subheadings further group similar activities within that broader heading. For example, you might have a heading for Fundraising with a subheading for a particular fundraiser you want to track in more detail (eg walk-a-thon, purple pinkie project, bingo).
Categories are the detailed areas of the activity you want to track (eg ticket sales, awards).
Copying an existing budget:
Select the budget you want to copy from the dropdown menu that says Copy a budget that you set up in a previous financial year. Choose one of the years displayed below:
This will allow your group to copy a budget from a prior year.
Modify this budget to reflect any changes and click Save.
Making changes to a budget that’s been copied from a prior year will NOT affect the financial year the budget was copied from.
Note: Unchecking “Include budgeted income & expense amounts that you used in that year” before selecting the budget you want to copy will copy only the heading, subheading, and category names.
Selecting 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 when done.
Adding 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 categories.
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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 “hamburger” to the right of the heading name. A drop-down will appear, click Delete. 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 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.
- Click Save Changes.