MoneyDance Monthly Budget Editor

WARNING! As of 1/1/2024 I am no longer maintaining this code. It is freely available for someone else to pick up and maintain.

For help using this extension see the Wiki.

Monthly Budget Editor is an extension for the Moneydance Personal Finance app to help you easily enter monthly budget amounts for a year to keep track of how well you are meeting your monthly spending goals. The extension includes the ability to initialize a new budget from the prior year's budget or actual spending as well as extensive pop up menu support to easily enter or update values for each spending category and month.

Monthly Budget Editor is a companion to to my Monthly Budget Report which correctly handles negative budget amounts. I have also created Monthly Budget Bars another companion that creates a Summary Page widget which also works properly with negative budget amounts.

Installation

1. Either build the source code or download the latest release.

2. Follow Moneydance's official documentation to install extensions.
   Use the Add From File... option to load the budgeteditor.mxt file.

3. The extension has not yet been audited and signed by The Infinite Kind, so you'll get a warning asking you if you really want to continue loading the extension, click Yes to continue loading the extension.

4. You can now open the extension by going to Extensions > Monthly Budget Editor.

Build

1. Clone the repository to your local system:

git clone https://github.com/jerrymjones/MonthlyBudgetEditor.git <localfolder>

2. Initialize the folder structure for building. The following command needs to be executed in src/ i.e. cd <localfolder>/src:

ant init

3. Download the Moneydance Developer's Kit and extract it to a local folder on your system. Once extracted, copy-paste lib/extadmin.jar and lib/moneydance-dev.jar into the <localfolder>/lib folder:

cd tmp/
curl -O https://infinitekind.com/dev/moneydance-devkit-5.1.tar.gz
tar xzvf moneydance-devkit-5.1.tar.gz
cp moneydance-devkit-5.1/lib/* ... 

4. Generate a key pair (as required by Moneydance) to sign your locally built extension. You will be prompted for a passphrase that is used to encrypt the private key file. Your new keys will be stored in the priv_key and pub_key files. The command needs to be executed in <localfolder>/src:

ant genkeys

5. Build the extension from <localfolder>/src:

ant budgeteditor

6. Install the extension per the installation instructions above using <localfolder>/dist/budgeteditor.mxt as the file to load.