Microsoft Money

Save or open a budget

You can create more than one budget. For example, you may want to track budgets for more than one person or create an imaginary budget to see how certain changes (like retiring early or taking a new job) will affect your finances.

To create a budget in Money for the first time, follow the instructions in the related topic below.

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1. Click Budget, and then click Budget Summary.
2. Under Other tasks, click Change budget settings.
3. Click Save or open a budget.
4. Follow the instructions on the screen.

Create a budget

Switch between the Savings and Spending Budget and the Essential Budget