<title>Customize what categories Autobudget calculates</title>
<category>budgetplan</category>
<klink type="prcdr">How do I customize what categories Autobudget calculates?</klink>
</index>
<content>
<p variant="note">If you have less than a month's data in your Money file, Autobudget will be unable to run.</p>
<ol>
<li>On the <emph>Planner</emph> menu, click <emph>Budget Planner</emph>.</li>
<li>Create a new budget or edit an existing one:</li>
<ul>
<li>If you're creating your first budget in Money, click <emph>Create a budget</emph> or <emph>Continue with my budget</emph> on the welcome page.</li>
<li>If you've already created a budget in Money and want to create another one, click <emph>Create a new budget</emph> in the left pane.</li>
<li>If you had a budget in an earlier version of Money and want to start a new one, click <emph>Start over with a new budget</emph> on the welcome page.</li>
<li>If you're editing a budget you've been maintaining, click <emph>Edit budget</emph> in the left pane, and then skip the next step.</li>
</ul>
<li>On the <emph>Learn about the budget</emph> page, select <emph>No, start my budget with recurring transactions and default categories only</emph>. </li>
<li>Click <emph>Next</emph> to edit the income page. If you want to edit the expenses page, click <emph>Next</emph> again.</li>
<li>To customize your income values, click <emph>Enter values from Autobudget</emph>, select the income categories you want to see, clear the income categories you don't want to change, and then click <emph>OK</emph>.</li>
<li>Click <emph>Next</emph>.</li>
<li>To customize your expense values, click <emph>Enter values from Autobudget</emph>, select the expense categories you want to see, clear the expense categories you don't want to change, and then click <emph>OK</emph>.</li>
</ol>
<p variant="warn">Make sure to select only the check boxes for the categories you want Autobudget to calculate and enter. If you select a check box for a category you have already edited, Autobudget will overwrite your amount.</p>
