Budgeted amount does not change after you delete a recurring bill or deposit in Money
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Article ID : 318841
Last Review : February 1, 2007
Revision : 5.3

This article was previously published under Q318841
SYMPTOMS
After you delete an existing recurring bill or deposit in Microsoft Money, the budgeted amount of the relevant budget category does not change correctly in the Budget Planner, or you may see the amount of the deleted bill or deposit added to the category resulting in a doubling of the amount.
WORKAROUND
To work around this issue, you must show that the recurring bills and deposits from the Budget Planner have reached their ending date. For example, follow these steps: 1. On the Planner menu, click Budget Planner.
2. Right-click the category that you want to edit, click Edit, and then click OK.
3. In the Pay from box, click any account.
4. In the Next due date box, click a date from several months in the past.
5. At the bottom of this page, click This series will end at some point in time.
6. In the Date of final transaction box, click the same date that you chose in step 4.
7. Click OK.

The budgeted amount should now be correctly reflected in the corresponding budget category.
To work around this issue, you must move the transactions from their current category to a new temporary category. This clears the original category from the budget.

To remove the new category from the budget, follow these steps: 1. Start Money.
2. On the navigation bar, click Accounts & Bills, and then click Categories & Payees.
3. In the left pane, click Categories.
4. To add a new category, click New under Set up your categories, and then follow the instructions that appear on the screen.
5. Select the category or subcategory that you want to reset.
6. Click Move.
7. On the drop down menu, click the new category that you created, and then click OK.

Note This moves all the bills and accounts to the new category, replacing the old category and its subcategories. You may just select a subcategory instead of its parent category to replace.
8. On the Planner menu, click Budget Planner.
9. Click the Expenses page that you want to change.
10. Click Expenses.
11. Click the new category that you created, and then click Remove.
12. Click Done.
13. Repeat steps 5 through 12 for a reoccurring bill or deposit that you want to remove from your Budget.
For more information about restoring your original categories, click Microsoft Money Help on the Help menu, type restore categories in the Search for box in the Assistance pane, and then click Start searching to view the topic.

"Ryan" <Ryan[at]discussions.microsoft.com> wrote in message news:7C028CB4-5610-4054-8325-8F9CAD23C754[at]microsoft.com...

| Working with the Advanced Budget and I have everything worked out except for
| one of my categories. "Daycare". We pay $853 fixed every month. But for
| some reason in the budgeted column it is double the amount and if you go to
| the next month its 4x the amount. Cant for the life of me get it right.
| First it was an automatic payment, I removed that and still the same.
|
| Thanks, RC

Working with the Advanced Budget and I have everything worked out except for
one of my categories. "Daycare". We pay $853 fixed every month. But for
some reason in the budgeted column it is double the amount and if you go to
the next month its 4x the amount. Cant for the life of me get it right.
First it was an automatic payment, I removed that and still the same.

Thanks, RC