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Old 02-25-2006, 11:45 PM
Chris Cowles
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Default Re: Budget Planner Problem

"KSchaste" <KSchaste[at]discussions.microsoft.com> wrote in message
news:289954BE-60D2-47FE-A94B-A08B7DD63BFD[at]microsoft.com...
- quote -

> Yes, it is a loan account. I've been fooling around with this for about 5
> hours now with no success. I've noticed that when I remove my checking
> account from the budget accounts, the problem does go away.


I think that will work. Rename the account first. Otherwise, when you add it
back in, the old payment will link back to it.

- quote -

> It gives me an error saying it cannot be accomplished.

Is it online enabled? If so, disable online banking but discontinue and
cancel scheduled epays and apays FIRST. Delete, recreate account, re-enable
online banking, and recreate epays and apays. All of that is rather drastic
but I think it's the only way to fix it.

- quote -

> I guess I'll need to dig out an old back up and recreate my financial life
> since prior to the bug.


Before you do anything above, do a backup and PROVE you can restore
successfully from it. Restore to a separate account name so you don't
overwrite your current file.
--
Chris Cowles
Gainesville, FL



  #1  
Old 02-25-2006, 11:20 PM
KSchaste
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Default Re: Budget Planner Problem



"Chris Cowles" wrote:

- quote -

> "KSchaste" <KSchaste[at]discussions.microsoft.com> wrote in message
> news:A3C6109A-8B0B-4E2C-AFB4-F44608842FE3[at]microsoft.com...
> > > Anyway, I've read about the bug caused by deleting a scheduled bill

> > without
> > first deleting it from the budget. What I don't undestand, is how I'm
> > supposed to fix this problem. Can anyone help?

> If the scheduled payment is to a loan account, you can't fix it, that I know
> of. The workaround for non-loan transactions is to move all transactions to
> another category, then remove the problem category from the budget. But you
> can't control where loan payments appear in the budget. They show up in the
> 'Debt' category and it's not revisable.
> --
> Chris Cowles
> Gainesville, FL


Yes, it is a loan account. I've been fooling around with this for about 5
hours now with no success. I've noticed that when I remove my checking
account from the budget accounts, the problem does go away. But it comes
back when I add the account back into the budget. I thought maybe if I
exported the account, deleted it, and imported it back the problem would go
away, but I can't even delete the account. It gives me an error saying it
cannot be accomplished. How frustraiting. I guess I'll need to dig out an
old back up and recreate my financial life since prior to the bug. But,
really, I have no guarantee it will not happen again.

If you total my new payment with my old payment, you'll get exactly what the
"ghost amount" is. Since its connected with my loan, I can't set the payment
to expire on next payment, and then make the change. I'm forced to just edit
the payment. Is that what is causing the bug? Any ideas on how to avoid it?

 
Old 02-25-2006, 11:00 PM
Chris Cowles
Guest
 
Posts: n/a
Default Re: Budget Planner Problem

"KSchaste" <KSchaste[at]discussions.microsoft.com> wrote in message
news:A3C6109A-8B0B-4E2C-AFB4-F44608842FE3[at]microsoft.com...
- quote -

> Anyway, I've read about the bug caused by deleting a scheduled bill
> without
> first deleting it from the budget. What I don't undestand, is how I'm
> supposed to fix this problem. Can anyone help?


If the scheduled payment is to a loan account, you can't fix it, that I know
of. The workaround for non-loan transactions is to move all transactions to
another category, then remove the problem category from the budget. But you
can't control where loan payments appear in the budget. They show up in the
'Debt' category and it's not revisable.
--
Chris Cowles
Gainesville, FL



  #-1  
Old 02-25-2006, 09:24 PM
KSchaste
Guest
 
Posts: n/a
Default Budget Planner Problem

In the budget planner, my mortgage payment seems to be counted twice. Its a
scheduled bill, and when I "edit" my budget everything is okay. But, when
I'm looking at the Budget Summary and the annual budget report, it has the
doubled payment. (its not quite doubled, but my payment recently changed. I
suspect that this problem was caused when I changed the payment details.)

Anyway, I've read about the bug caused by deleting a scheduled bill without
first deleting it from the budget. What I don't undestand, is how I'm
supposed to fix this problem. Can anyone help?
 

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budget, planner, problem
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