Use AutoBudget to analyze my past spending
Tip: For easier reading, click 
(above).
Money makes it easy to come up with realistic budget amounts for a category based on what you've spent in the past. Using AutoBudget is especially useful if you:
- Already have at least one month of information entered in Money and have been categorizing your spending.
- Are satisfied with your current budgeting methods and want to continue with them.
Warning
Using AutoBudget will overwrite any existing budgeting information for the category.
To quickly set up detailed budgeted amounts for a category:
1 Go to the Expenses place (in Budget Planner).
How?
1 On the
navigation bar (The strip at the top of the Money screen where you can click to go to the different areas in Money.), click
Planner.
2 Click Budget Planner.
3 In the left pane, click Expenses.
2 Click Create AutoBudget.
3 Uncheck the categories you want to exclude from your budget and click OK.
- If you already have a category in your budget, checking it in AutoBudget replaces the existing value with the one AutoBudget generates.
- Because AutoBudget sets amounts based on a category's average over time, large, infrequent expenses (such as the cost of a new roof) can skew the budgeted amount. Exclude (uncheck) categories that contain such expenses.
Play Money 99's Budgeting Philosophy video.
Play the Creating a Budget video.