Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
 
Old 12-04-2004, 12:00 AM
Joe Guidera
Guest
 
Posts: n/a
Default Re: I can't get a Bill out of my Budget

Here's what Microsoft Support had on this issue (which is a bug by the way).

Please first check if the next month's budgeted amounts are correct. If they
are, this issue can occur if the previous inputted expense amounts still
remain in the Budget Planner after removal. We need to clear them from the
Budget Planner.

Please click File-> Back Up to back up the current data file to the hard
drive first.

1. Click Banking tab, and then click Account Tool tab and select Categories
& Payees.

2. Click New and create a new category called Temp.

3. Select the category that you assigned to the removed recurring items. If
there is more than one category for them, please repeat the steps 1 to 4 for
each of them.

4. Click Move and select the Temp category.

5. Edit the budget. Please remove the Temp category from being tracked in
the budget and make sure the original account is in the budget:

a. On the "Planner" menu, click "Budget Planner". Click Expense under the
Budget Period section.
b. Click the new category that you created, and then click "Remove". Click
"Done".

6. Click Accounts & Bills-> Categories & Payees. Create a new category with
the same name of the original category that has been moved into Temp.

7. Re-assign all the previous transactions to this new category:

a. Click Tools-> Find and Replace.
b. Click Advanced Search and then click Next.
c. In the Category tab, click Clear All and then select Temp only, and then
click Next.
d. Click Replace, select "Replace all the transactions found" and then
choose replace Category with the recreated category.
e. Click Next and then click Finish.

Check if the Budget Planner is correct now.


--

----------- Joe Guidera
jguidera[at]msn.com.remove



"afiess" <afiess[at]discussions.microsoft.com> wrote in message
news:93EE18C6-883D-4054-B71C-5A219E9A2591[at]microsoft.com...
- quote -

> Hi,
> I was wondernig if someone could help me out. I have Money Standard 2004
> and have a problem whenever I go to create a new budget. When originally
> setting up Money, I entered all my Bills into the "manage scheduled bills
> &
> deposits" area. I just switched insurance companies ans had to change
> some
> bills around. I added my new insurance company and deleted the bills for
> my
> old insurance company. When I tried to create a new budget, both the
> insurance company's bills were showing (even though I deleted my old one).
> It won't let me delete the field showing my old insurance company's bill
> in
> my new budget. In other words, I am showing two insurance expenses
> instead
> of the one i really want. How can I remove my old insurance recurring
> bill
> (that was deleted) permanently from my budget? Thanks for all your help.
> -Andrew



  #-1  
Old 11-29-2004, 01:23 AM
afiess
Guest
 
Posts: n/a
Default I can't get a Bill out of my Budget

Hi,
I was wondernig if someone could help me out. I have Money Standard 2004
and have a problem whenever I go to create a new budget. When originally
setting up Money, I entered all my Bills into the "manage scheduled bills &
deposits" area. I just switched insurance companies ans had to change some
bills around. I added my new insurance company and deleted the bills for my
old insurance company. When I tried to create a new budget, both the
insurance company's bills were showing (even though I deleted my old one).
It won't let me delete the field showing my old insurance company's bill in
my new budget. In other words, I am showing two insurance expenses instead
of the one i really want. How can I remove my old insurance recurring bill
(that was deleted) permanently from my budget? Thanks for all your help.
-Andrew
 

Tags
bill, budget
Similar Threads
Thread Forum Replies Last Post
bill icons in budget with no info
SueK: Anyone know how to get rid of those empty bill icons in the budget area easily (without redoing the whole budget? They don't add anything or...
Microsoft Money 1 04-08-2004 06:26 AM
Can't undo a scheduled bill in the budget
Craig: In Money 2004, I have a category that used to have a scheduled bill. I've since changed the bill amount and category using the "bills" section. ...
Microsoft Money 6 02-12-2004 03:52 AM
editing bill messes up the budget
Raz: I have an upcoming bill. If I edit for instance the amount, the budget for this month will show the sum of the old value and the new value. Next...
Microsoft Money 2 10-14-2003 03:27 AM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 02:47 AM.