- quote -

Its a little quirky. I'm glad to know that there isn't some magic page that
I wasn't seeing. It sounds like there isn't a clean way to do this perfectly.

With that said, I think what I'll do is use the classifications and leave
the category blank. That will keep it out of my montly reports and budget,
and I can still track the expenses. It won't give me a limit, but since
they are special projects, they will be closely monitored anyways.

Thanks for the advice,

Brian

On 2005-03-30, Brian <fake[at]email.com> wrote:
- quote -

If you look at budget planner, it would create the impression that
it does this. However, you can get one time entries in your budget
by doing two things:

1) Entering the correct monthly ammount in budget planner
for the correct month
2) Use the annual budget report to track it instead of
budget planner

So basically, step one is to go through the budget planner and set
up your budget. Suppose you're planning on spending $1000 in June &
$500 in July.

a) Add the category that you want to track this under to the
expenses section of Budget Planner. You can either
create a new category or use an existing one.
b) Double click the category
c) Click the "Custom" radio button
d) Enter $1000 in June and $500 in July

At this point, if you look at budget planner, it's going to be
completely screwed up. So instead of tracking your budget in
budget planner, go to the annual budget report, and track it there.
That will report the correct budget amounts for only June & July.

Does this do what you were looking for?

I'm using Money 2004 Deluxe and have been for the last five months.

For the most part, it does the basics. But, this is an area that I think
should be possible but I can't find a good way of doing it.

I am buying a new home and I want to setup a project fund to use for some
of the initial tasks like panting and landscaping. I don't want to create
them as budget items, because, (one of my frustrations) the budget isn't
effective dated. Meaning, it applies to all my transactions in the past
and future. I simply want a pile of money, so to speak, to spend.

My first thought was, well, create an account called "Landscape Project"
and transfer money from my savings account to it and then record all of my
transactions there. It will be a pain to balance back to the bank, because,
some of those transactions will be cash, credit and debit card. But, it
would be a place to keep track of the project expenses.

Then, I stumbled upon the "Classifications" section udner "Categories" and
I thought, wow maybe this is it. It even has a Type of Projects already
available. So, I choose this and entered a new grouping called "Home Projects"
and sub class of "Landscaping".

When I record my transactions against the various accounts (cash, credit,
debit) I don't assign them to a budget categroy but instead use the newly
added Projects option.

But, my problem here is, I want to show that there is only say $500 for that
project available. So, then I'm back to thinking I have to setup a budget
item for this. Perhaps a one time budget item.

And this is when I decided maybe there is a better way, and am now asking
that of the group...

Am I asking for too much???

--Bria