This issue is very frustrating as I ended up spending at least 15 hours to
resolve it. I recall years ago using the budget features in Money (that was
easy). Not to mention that the Money guys work in the same building as me

Anyhow, I think I found a systematic way to elimate the budgeting error
introduced by the 'phathom bills'. I have not seen this documented anywhere.
Here is the trick (in Money 2006)

1. Goto BILLS
2. Hit the VIEW HISTORY (left pane)
3. Hit "Find and Replace wizard"
4. Perform a search on a troublesome category (ex. "federal")
5. Hit the "replace" button
6. Select replace 'category'
7. Type the new category name in the "with" field (ex. "taxes: FIT")
(tip create the subcategory before, because this wizard does not allow to
create subcategory on the fly)
8. OK everything
9. As needed, go back in the budget and delete the 'old' category (ex.
Taxes:Federal)
10. Add Taxes:FIT to your budget

Joel Lachance







"Dmitry Korolyov [MVP]" wrote:

- quote -

"William R Wood" <secret[at]???.net> wrote in message
news:%236V4lGYJGHA.3224[at]TK2MSFTNGP09.phx.gbl...
- quote -

Being unable to enter 0 is what I was referring to. 2006 does not permit
that, at least not on a first attempt.

I have tried that in an attempt to practice what you described here on
another occasion, related to preventing ghost transactions from affecting
the budget. Not being able to set it to 0 remaining, I set it to 1.

The downside of that is you cannot edit a single instance when there is only
1 payment remaining. You can edit the series (with only 1 remaining), but
that affects historical transactions. I think the workaround I've arrived at
is to edit the series so 2 remain, then editing both remaining instances to
$0. Because more than 1 remains, it will allow you to edit individual
instances. By editing them both (individually) to $0, you eliminate any
future effects on the budget.

It's dumb that it's necessary, but it's an infrequent event, and it works.
--
Chris Cowles
Gainesville, FL

Well, as annoying as Money can be, I must admit that I still love it. There
is no software that is more importance or useful to me and I use it
virtually every day and have been doing so for many years. So hunt for a
better price and work with it for a while and I bet you will be quite
satisfied.

You might even consider older versions which are available on Amazon and
eBay at quite low prices. I am still using Money 2002 and have no intention
of using a newer version. I have downloaded each new version for a trial
every year but I still like 2002 best.


Regards,

Bill Wood



"Dmitry Korolyov [MVP]" <d__k[at]removethispart.mail.ru> wrote in message
news:uiyFQXOJGHA.668[at]TK2MSFTNGP11.phx.gbl...
- quote -

Chris,

By "you cannot do that in Money 2006" I assume that you are referring to
typing 0 for the number of transactions remaining?? Money 2002 usually lets
me use 0 but sometimes it replaces my 0 with 1. I simply re-enter 0 again
(maybe 2-3 times) and eventually it accepts 0 and the old scheduled
bill/deposit is gone forever

If Money 2006 never accepts 0, I guess you would have to use 1 and simply
enter a final dummy transaction in your register to complete the process and
then delete the unnecessary transaction after the offending bill/deposit is
gone?

Regards,

Bill Wood




"Chris Cowles" <spam_magnet[at]remove-me-bellsouth.net> wrote in message
news:eNYpO3PJGHA.2896[at]TK2MSFTNGP09.phx.gbl...
- quote -

Hopefully, I didn't pay anything. I am using trial version of Money 2006,
still evaluating if I should or should not buy it and use it. The odds are
turning mostly to "no".
$75 is the price for Deluxe on the MS website...

--
Dmitry Korolyov [d__k[at]removethispart.mail.ru]
MVP: Windows Server - Directory Services


"Chris Cowles" <spam_magnet[at]remove-me-bellsouth.net> wrote in message
news:%23%23Phf2PJGHA.1132[at]TK2MSFTNGP10.phx.gbl...
- quote -

"William R Wood" <secret[at]???.net> wrote in message
news:%23nfCS$MJGHA.3100[at]tk2msftngp13.phx.gbl...
- quote -

Be aware that you cannot do that in Money 06, or at least I can't. If
someone else's experience is different, please let me know.
--
Chris Cowles
Gainesville, FL

"Dmitry Korolyov [MVP]" <d__k[at]removethispart.mail.ru> wrote in message
news:uiyFQXOJGHA.668[at]TK2MSFTNGP11.phx.gbl...
- quote -

Where did you pay $75? And why?

Ahhh. Just yesterday in the scheme of Money bugs.

BTW, Money Deluxe is sub $19 at retail here in the states if you are a savvy
shopper. Of that, Microsoft probably gets less than $10. And they have to
put a CD in a box...

"Dmitry Korolyov [MVP]" <d__k[at]removethispart.mail.ru> wrote in message
news:uiyFQXOJGHA.668[at]TK2MSFTNGP11.phx.gbl...
- quote -

So this is a 4-year old bug they can't fix?
And they dare to sell that crap for $75???

--
Dmitry Korolyov [d__k[at]removethispart.mail.ru]
MVP: Windows Server - Directory Services


"William R Wood" <secret[at]???.net> wrote in message
news:%23nfCS$MJGHA.3100[at]tk2msftngp13.phx.gbl...
- quote -

Here is a post I made back in December to another fellow who was having a
similar problem. It might help you as well. Also there is another way to
fix this having to do with deleting the category but I cannot remember where
that method is explained. In any event I never delete scheduled bills or
deposits anymore since it usually doesn't work:


"Generally speaking it is dangerous to delete scheduled bills or deposits
because they keep coming back to haunt you. This is a bug in Money 2002,
which I use, and apparently it still exists in newer versions even though I
reported the bug in 2002 and complained every year thereafter to MSFT. (I
have never had a problem skipping a bill however.)

The better method of getting rid of a scheduled bill/deposit is to use the
"this series will end at some point in time" check box in the Edit dialog.
Pick a date in the prior year to end the series if the bill goes back that
far. I like to use 12/31/ of the prior year. Type 0 for Number of
transactions remaining and conform the Next due date with the Date of final
transaction. This method will get rid of old scheduled bills and you do not
need file repair or export/import unless you have a very old file and lots
of other problems."


Regards,

Bill Wood
Fountain Hills, AZ

"Dmitry Korolyov [MVP]" <d__k[at]removethispart.mail.ru> wrote in message
news:uP$%23%23bMJGHA.524[at]TK2MSFTNGP09.phx.gbl...
- quote -

I am using advanced budget and advanced bills. A reference to the scheduled
deposit was in the budget. Now that this scheduled deposit was correctly
deleted, the reference still remains in the budget.

In other words, if I add the income category corresponding to the deleted
deposit to the budget, an income entry gets created in the budget. Trying to
edit its gets an interface window telling me to select which deposit I want
to edit; the list contains and entry corresponding to the deleted deposit,
selecting it and "ok" does nothing, i.e. goes nowhere.

Deleting budget and creating new one from the scratch doesn't help.
Repairing money file doesn't help.

--
Dmitry Korolyov [d__k[at]removethispart.mail.ru]
MVP: Windows Server - Directory Services