Using Sets

To use a Set in your Budget, select the Set column in a detail line of your budget and start to type the name of the Set. MMB will match what you type to an option from your Set Setup Screen.

Note: If you need to display the Set column in your budget, click the menu button (three dots) in the upper-right of the budgeting grid.

If you type the name of a new Set you will be given the option to add it to your budget.

To change the Set used for a line simply update the value in the Set column, or delete the value. Each line may only have one Set applied.

Applying Sets from the Apply Tools Pane

You can also apply a Set to many Detail lines at once from the Apply Tools pane.

• Select the Detail lines you want to change
• Click the Set tab to open the Set list (it matches your Set Setup Screen)
• Click a Set to apply it to every selected line
  • Clicking a Set already applied to all selected lines removes it from those lines
  • When your selection has mixed Sets, all Sets show unchecked

Applying from the tab works at the Detail level, and each change reverses with Undo in the main budget window.

Note: Filter In-use for Sets will simply filter the list to any Sets used in your budget, not necessarily for the selected Account or Detail lines.

Partial (Tri-State) Display

At the Account and Category levels, a Set shows a partial state when some but not all of the Detail lines beneath it use that Set. These higher-level rows are read-only; apply Sets from the Detail level.