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Setting up a Budget (with video)
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 from previous budget. This will allow your group to copy a budget from a prior year. Note: unchecking Include income & expense amounts before selecting the budget you want to copy will copy only the heading, subheading, and category names.
- Modify this budget to reflect any changes.
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.
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/or categories.
To delete a category:
- Click the More> button to the right of the net budget.
- Then click the Delete button.
- Click Save Changes.
To delete a heading:
- Click the Delete button to the right of the heading name. Note, you can only delete a heading if there are no categories or subcategories listed beneath it.
- 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 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.