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Old 05-17-2006, 03:13 PM
Ron
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Default Re: Budget

Thanks for your input/help Mark...I've been trying to acknowledge your
assistance, but am experiencing difficulty in accessing this specific
Forum...that issue has been addressed in another Post.

I haven't had the opportunity to apply your suggestions, but when I do I
will try to give you feedback at this Post as I have no other way to advise
you...
--
Ron


"Mark Horn" wrote:

- quote -

> On 2006-05-12, Ron <Ron[at]discussions.microsoft.com> wrote:
> > With multiple accounts, i.e. two checking, one credit card, why does Money
> > populate the "Actual" values within the Budget with some of the "Categorized"
> > Expenses and not others and seemingly hit and miss from the various accounts?

> You may want to make sure that your accounts are all "in budget". I don't
> remember how you did this in M02, but it shouldn't be too much different
> than M04 (which is what I use). I would do the following, for each account
> that I wanted to be included in the budget:
> 1) Go to the account list
> 2) Click on the account in question
> 3) Click on "Change account details"
> 4) Make sure tht "Include this account in the budget planner" is checked
> > I have been unsuccessful in discerning a pattern.

> My suggestion assumes that the problem aligns with transactions in
> specific accounts. If not, then it may just be one of those quirky
> budget planner things. My recommendation, when using the budget,
> is to use BP only for entering data in your budget. But to use
> Budget Reports for tracking the budget. The latter is much more
> accurate - although not completely immune to some of BP's oddities.

 
Old 05-15-2006, 11:09 AM
Mark Horn
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Posts: n/a
Default Re: Budget

On 2006-05-12, Ron <Ron[at]discussions.microsoft.com> wrote:
- quote -

> With multiple accounts, i.e. two checking, one credit card, why does Money
> populate the "Actual" values within the Budget with some of the "Categorized"
> Expenses and not others and seemingly hit and miss from the various accounts?


You may want to make sure that your accounts are all "in budget". I don't
remember how you did this in M02, but it shouldn't be too much different
than M04 (which is what I use). I would do the following, for each account
that I wanted to be included in the budget:

1) Go to the account list
2) Click on the account in question
3) Click on "Change account details"
4) Make sure tht "Include this account in the budget planner" is checked

- quote -

> I have been unsuccessful in discerning a pattern.

My suggestion assumes that the problem aligns with transactions in
specific accounts. If not, then it may just be one of those quirky
budget planner things. My recommendation, when using the budget,
is to use BP only for entering data in your budget. But to use
Budget Reports for tracking the budget. The latter is much more
accurate - although not completely immune to some of BP's oddities.
  #-1  
Old 05-12-2006, 05:17 AM
Ron
Guest
 
Posts: n/a
Default Budget

With multiple accounts, i.e. two checking, one credit card, why does Money
populate the "Actual" values within the Budget with some of the "Categorized"
Expenses and not others and seemingly hit and miss from the various accounts?


I have been unsuccessful in discerning a pattern. Some of the ignored
"Categorized" Expenses are from "Split/Multiple Categoies," but not
exclusively.
--
Ron
 

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