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Old 11-24-2008, 10:49 PM
Marcela
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Default Re: Closed accounts not used in budget

Thanks for the tips!

"SteveBell" wrote:

- quote -

> Marcela wrote in <E62B9841-9E0E-4820-9779-7AC309CB43E5[at]microsoft.com> :
> > I closed a couple of accounts this year and I am finding out that
> > after marking them as "closed" in the accounts list, the transactions
> > are not considered anymore in budget.
> > > If I go into each category or into each payee, the payments I made

> > from the now closed accounts are still there but not in budget. These
> > accounts are selected in the "accounts to use in budget" and if I
> > reopen them, budget uses them, but not if they are closed.
> > > Reopening and reclosing the accounts every time I use budget and

> > account list is not very practical.
> > > Is everybody experiencing this issue or is it only me? is this a bug?

> > any ideas?

> That's the way it works.
> Workarounds:
> * Rename the accounts to start with "Closed" so you can easily ignore
> them in the account list.
> * Create a custom report that gives you the same numbers you're
> looking at in the account list.
> * Create shortcuts so you don't need the account list any more.
> * Close them, then change your thinking about budgeting so you don't
> look at the past any more. (Warning-I'm not a budgeter, so this may not
> work.)
> --
> Steve Bell
> New Life Home Improvement
> Arlington, TX

 
Old 11-23-2008, 12:57 PM
SteveBell
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Posts: n/a
Default Re: Closed accounts not used in budget

Marcela wrote in <E62B9841-9E0E-4820-9779-7AC309CB43E5[at]microsoft.com> :

- quote -

> I closed a couple of accounts this year and I am finding out that
> after marking them as "closed" in the accounts list, the transactions
> are not considered anymore in budget.
> If I go into each category or into each payee, the payments I made
> from the now closed accounts are still there but not in budget. These
> accounts are selected in the "accounts to use in budget" and if I
> reopen them, budget uses them, but not if they are closed.
> Reopening and reclosing the accounts every time I use budget and
> account list is not very practical.
> Is everybody experiencing this issue or is it only me? is this a bug?
> any ideas?


That's the way it works.

Workarounds:
* Rename the accounts to start with "Closed" so you can easily ignore
them in the account list.
* Create a custom report that gives you the same numbers you're
looking at in the account list.
* Create shortcuts so you don't need the account list any more.
* Close them, then change your thinking about budgeting so you don't
look at the past any more. (Warning-I'm not a budgeter, so this may not
work.)

--
Steve Bell
New Life Home Improvement
Arlington, TX
  #-1  
Old 11-23-2008, 09:41 AM
Marcela
Guest
 
Posts: n/a
Default Closed accounts not used in budget

I closed a couple of accounts this year and I am finding out that after
marking them as "closed" in the accounts list, the transactions are not
considered anymore in budget.
If I go into each category or into each payee, the payments I made from the
now closed accounts are still there but not in budget. These accounts are
selected in the "accounts to use in budget" and if I reopen them, budget uses
them, but not if they are closed.
Reopening and reclosing the accounts every time I use budget and account
list is not very practical.
Is everybody experiencing this issue or is it only me? is this a bug? any
ideas?
Thank you
 

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accounts, budget, closed
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