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  #5  
Old 02-12-2004, 03:52 AM
DL
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Posts: n/a
Default Re: Can't undo a scheduled bill in the budget

I used Kevin's fix and when I moved the unassigned transactions into the
recreated subcategory and recreated the recurring bill,,,,,,,,everything is
beautiful......with a bill.
I've got the same problem with a deposit. Wages, deductions, the whole
mess.
If I delete a catagory like taxes:social security tax, how do I round the
unassigned transactions up to reassign them?
If I look in the catagory "Taxes" , I've got so many transactions, it would
be impossible to pick out the ones that are social security.
It sure seems like a way could be programmed to "reset" Bills and Deposits.

"Kevin" <kevin[at]SendYourVirusSomeplaceElse.com> wrote in message
news:e0f7QJbuDHA.3196[at]TK2MSFTNGP11.phx.gbl...
- quote -

> Well, after a few hours on the phone with tech support we figured out the
> problem.
> What happened was I created a budget in September, at that time I had a

yearly
> scheduled bill in Dec for estimated 360.00 and the category was
> Insurance:Homeowner's. I don't remember specifics unfortunatly but for

some
> reason I decided to delete that scheduled bill and create a new one with

the
> correct amount. The way I did that caused a break in the reference. The
> scheduled bill was no longer in the Bills and Deposits list, which is

correct
> but the budget planner still held a reference to it. We found this out

buy
> right clicking on the Insurance:Homeowner's row and then selecting edit.

This
> popped up a dialog box that showed 360 / Yearly, but if you clicked OK you
> wouldnt go anywere, normally it would take you to that scheduled bill.
> The fix was to delete the Insurance:Homeowner's category and not reassign
> transactions. After that I created a new Insurance:Homeowner's category

and
> this removed the broken reference for the budget planner.
> Hope this helps.
> Kevin



  #4  
Old 12-03-2003, 02:29 PM
Kevin
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Default Re: Can't undo a scheduled bill in the budget

Well, after a few hours on the phone with tech support we figured out the
problem.

What happened was I created a budget in September, at that time I had a yearly
scheduled bill in Dec for estimated 360.00 and the category was
Insurance:Homeowner's. I don't remember specifics unfortunatly but for some
reason I decided to delete that scheduled bill and create a new one with the
correct amount. The way I did that caused a break in the reference. The
scheduled bill was no longer in the Bills and Deposits list, which is correct
but the budget planner still held a reference to it. We found this out buy
right clicking on the Insurance:Homeowner's row and then selecting edit. This
popped up a dialog box that showed 360 / Yearly, but if you clicked OK you
wouldnt go anywere, normally it would take you to that scheduled bill.

The fix was to delete the Insurance:Homeowner's category and not reassign
transactions. After that I created a new Insurance:Homeowner's category and
this removed the broken reference for the budget planner.

Hope this helps.

Kevin

  #3  
Old 12-03-2003, 02:33 AM
Dick Watson
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Default Re: Can't undo a scheduled bill in the budget

Oh, and don't get me wrong and think I'm an all purpose apologist for the
BP. I've long been on record about some of its shortcomings, in particular
its bizarre assumption that everything that's scheduled is, by definition,
in budget. I'm just thinking that, in this case, there may be a method to
its madness.


  #2  
Old 12-03-2003, 02:01 AM
Dick Watson
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Posts: n/a
Default Re: Can't undo a scheduled bill in the budget

I can't say definitively, but I keep reading these threads and wondering if
this is by design along a line of thought like this: setup a budget and it's
a static baseline in time. Change a bill going forward and, well, that
static baseline in time is still just that--why should it change? Does the
change mean you need to create a new budget? Then do so. If you still want
to live to the old budget, well, your situation has changed and your actuals
will reflect that.

I think a lot of people mistake Budget Planner for Forecast Cash Flow. I
think the Budget Planner is really there to help you manage your income and
expenses to a PLAN called a Budget. This plan is not some kind of dynamic
forecast, it's a line you've drawn in the sand (a baseline) saying how much
you think you have as income and expense going forward.

If you draw a map to get from here to there and find a need to detour along
the way, the original map doesn't change.

"Kevin" <kstakem[at]speakeasy.net> wrote in message
news:OEw%23phUuDHA.2352[at]TK2MSFTNGP09.phx.gbl...
- quote -

> I have the same problem with Money 2004. I have called the support line
and
> the case is open but they couldnt find a reason why. I told them about

this
> thread and they will get back to me in a few days.
> Christine, did deleting your budget work for you? I have tried that and

still
> the deleted scheduled bill is showing up.
> Anyone else have any ideas?
> Thanks,
> Kevin
> "Christine" <anonymous[at]discussions.microsoft.com> wrote:
> > I am having the same exact problem, but see that no one
> > has posted a reply. Other than deleting that budget and
> > starting from scratch I'm wondering if there is another
> > option. Did you ever figure it out?



  #1  
Old 12-03-2003, 01:51 AM
Kevin
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Posts: n/a
Default Re: Can't undo a scheduled bill in the budget

I have the same problem with Money 2004. I have called the support line and
the case is open but they couldnt find a reason why. I told them about this
thread and they will get back to me in a few days.

Christine, did deleting your budget work for you? I have tried that and still
the deleted scheduled bill is showing up.

Anyone else have any ideas?

Thanks,
Kevin

"Christine" <anonymous[at]discussions.microsoft.com> wrote:
- quote -

> I am having the same exact problem, but see that no one
> has posted a reply. Other than deleting that budget and
> starting from scratch I'm wondering if there is another
> option. Did you ever figure it out?




 
Old 11-09-2003, 02:48 PM
Christine
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Posts: n/a
Default Can't undo a scheduled bill in the budget

I am having the same exact problem, but see that no one
has posted a reply. Other than deleting that budget and
starting from scratch I'm wondering if there is another
option. Did you ever figure it out?
  #-1  
Old 10-29-2003, 03:28 AM
Craig
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Posts: n/a
Default Can't undo a scheduled bill in the budget

In Money 2004, I have a category that used to have a
scheduled bill. I've since changed the bill amount and
category using the "bills" section. But the bill still
shows up in the budget: old amount, old category. So my
budget is skewed by exactly the amount of this old bill.

Trouble is, I can't find the old bill anywhere else to
delete it. If I edit the category in the budget, money
doesn't show the monthly charge. If I go to bills, this
old bill doesn't show up, so there's nothing to delete.

Puzzled and frustrated. Anyone see this before and have
a fix?


 

Tags
bill, budget, scheduled, undo
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