On 2006-10-26, Marcelo Rayol <rayol[at]uol.com.br> wrote:
- quote -

I'm not exactly sure what you mean by this, but I assume that
you want to take money from an account that is not in budget and
transfer it into the budget so that how you spend it counts against
your budget.

If so, the answer is that this is easily done. Just transfer
money from an account that does not have "include in budget" set
to an account that does have that set. In your budget reports,
you'll see something in the income section that says, "Transfer
from non-budget accounts" (or something like that).

- quote -

No. Categories are to measure income or spending. A transfer
is neither income nor spending. It's taking money you have and
moving it. At the end of the transfer you still have the money,
so it's neither income nore spending.

See this: http://umpmfaq.info/faqdb.php?q=53

- quote -

Are you talking about in the "actual" column or in the budget column?
If you're talking about in the actual spending column, I've never
experienced this unless there were actually two transactions.
In which case, if the second transaction didn't really occur then
I'd just delete it.

However, I've had the budget indicate that I planned on spending
$100 on something when I only planned on spending $50. There is (as
far as I know) no way to fix this once it's happened. But you can
avoid it in the future by being *VERY* careful with scheduled bills.

You can easily recreate this problem. I'd do this in a new file
which didn't contain any of my actual data. (All of the following
applies to M04 which is what I use. I know that M07 has some default
essential budget which doesn't work the same. If you're using M07,
this will apply to the advanced budget.)

1) Create a new file. Create a checking account.

2) Go into Bills & Deposits and create a scheduled, recurring bill.
For this example, put it in the category of Bills: Telephone.
Set the amount to $25. Set the next payment date for Nov 1.

3) Go into the budget, and create a budget. The $25 telephone
bill should be included.

4) Look at the monthly budget report for Nov 1. It should say you have $25
budgeted for Telephone and 0 spent.

5) Go into Bills & Deposits and click on the phone bill and enter
it into the register.

6) Look at the monthly budget report for Nov 1. It should say you have $25
budgeted for Telephone and $25 spent.

7) Go into the checking account and delete the phone bill transaction.

8) Look at the monthly budget report for Nov 1. It should say you have $25
budgeted for Telephone and 0 spent.

9) Now go back into Bills & Deposits. Edit the phone bill and
reset the due date for Nov 1. Then enter that bill into the
register.

10)Now you're stuck. If you look at the monthly budget for Nov,
you'll see $50 budgeted and $25 spent. And as far as I know, there is
nothing that you can do to undo this.

So the solution is (of course) never do step 9. Once you've
entered something in a scheduled bill, never ever ever change the
date that bill. If you're convinced that you owe it for this month
and you haven't paid it, but the bill says that it's been paid for
this month, leave it alone. Just go into the appropriate account
and manually enter the transaction.

I haven't actually tested this problem in M07. But it has existed
in Money since M00 (when I first started w/Money). And they had
not fixed it in M06.

Good luck.

Dear All,

CAn anybody help me?

1 - Is it possible to create a transfer into a budget? If not, how can I do
this?

2 - IS it possible to create a category in a transfer?

3 - Sometimes budget duplicate my expenses, mainly when a have bills setup
for future. What can I do to correct this?

Tks,
Marcelo