If you enter here a positive or negative amount, MoneyWiz will sum it with the "Amount" field. If you leave this at zero, the budget will be created with the "Amount" field in mind. If disabled, on each budget renewal date, the budget allowance will be equal to "Amount".Ĭarried balance: sometimes you might want to note that you've already spent some amount of the budget allowance (or have bit more). Rollover: if the budget is repeating, you can decide whether outstanding balance at the end of the budget period (positive or negative) will be included in the next budget period's balance. To change the "Month" part, click on that button to choose from days, weeks, months and years. You can modify the "1" part by typing in the field. For one-off goals, keep this unchecked.Įnd date: if the budget is non-repeating, you need to specify when it ends.įrequency: if the budget is repeating, you can specify how often it repeats since the Start date. Repeat: whether the budget should repeat. You can set this date to be in the past and MoneyWiz will automatically populate earlier budget periods as needed. Start date: when the budget should start analyzing transactions. Icon: in addition to the name, you can choose an icon for the budget to make it easier to identify. In other words, the condition for multiple tags is OR, not AND. If you enter multiple tags here, MoneyWiz will not require that your transactions contain all of them - just one will suffice. If you specify any tags here, the budget will only display transactions that contain at least one of the specified tags. You can leave this field empty if needed. You need to select at least one category. Just like with accounts, in order for the transaction to appear in the budget, the income must be allocated to one of the categories you select here. You need to select at least one account.Ĭategories: categories to monitor. In order for transaction to appear in the budget, the income must be originating from one of the accounts you select here. You can only group budgets of the same type (expense-expense, income-income) and you can't mix budgets and accounts in the same group.Īccounts: accounts to monitor. Put in Group: select which group to put the budget inside. If the budget is repeating, this is the budget allowance until the budget renews (for monthly budget, this is the monthly allowance). next year's holiday), this amount is the total budget allowance. Name: the name for your budget, helping you to identify the budget.Īmount: the allowance for the budget. You can start creating new budget by switching to the Budget section (coins icon in the menu) and then click on the "New Budget" button (if you don't have any budgets yet) or + button at the bottom of the budget list (if you have some already).Īfter selecting to create an Income budget, you'll see the following window asking you to fill out the budget details: If you want to create an expense budget instead, please see this article. In this article we're creating an income budget which is used to track income transactions.
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