"Zed-UK" <ZedUK[at]discussions.microsoft.com> wrote in message
news:B01B4E7C-CE68-4D38-9024-95A0B8608CD6[at]microsoft.com...
- quote -

You can save and recall budgets, but the currently displayed budget is
presumed to be perpetual in the future, as are scheduled bills unless they
have explicit stop dates.

Any current scheduled bill is also considered part of the currently
displayed budget. If you opened a stored budget, current scheduled bills are
incorporated into it. I think the only scheduled bills that exclusively part
of a stored budget are those that have already been used, and stopped.

Explore the use of one-time scheduled bills, and having multiple scheduled
bill series intended for the same purpose but with non-overlapping
stop/start dates.

Revising a current bill affects that bill retroactively. For example, if you
get an increase in salary, don't revise the current paycheck model. Put a
stop date on the current model and create a new one reflecting the increase,
starting on the subsequent deposit.

Take care to do bill/budget experimentation in a copy of your main file.
Deleted bills remain part of the budget, unless a stop date was entered. A
known bug is that vestiges of deleted bills remain in the budget, if they
did not have an explicit stop date.

Search Google groups on this group and topic. Include "cash flow forecast"
which is related and useful, when configured and working properly.
--
Chris Cowles
Gainesville, FL

"Chris Cowles" wrote:

- quote -

Understand that scheduled bills etc are part of the budget and can probably
live with it if I can discover how you set a date range (annual) for the
budget. If I can do that then presumably the software will only take into
account instances of scheduled bills occuring in that date range. I have
produced a report of actual expenditure over a given date range by
category/subcategory and would like a budget which matches it and appears on
the same report. Seems to me that the first question in the budget set-up
should be 'what period does this budget cover'

Any further thoughts ??

Zed-UK

"Zed-UK" <Zed-UK[at]discussions.microsoft.com> wrote in message
news:F71BB3AA-75BE-4D70-84D8-3E19FE13AE24[at]microsoft.com...
- quote -

Scheduled bills are part of the budget. You cannot change that and cannot
exclude them.

Is that your problem?
--
Chris Cowles
Gainesville, FL

I am driving myself mad trying to create an annual household budget by
category/subcategory where I decide how much to budget irrespective of
whether scheduled bills exist or not and for a specific period of time e.g.
April 1 2005 through 31 March 2006. I would like to be able to compare this
on same report with actuals for the same period. Can anyone help ??

Zed