Money '05 Budget Issues...

Why does Money have to try and do so much for me and not let me edit what it
does under the covers.... I just want to do a simple budget where I specify
the amounts for each category & keep Money from adding stuff from my
recurring/bills list. My issue...

I have some old payments that I had in a category (Household). I have since
gone back and updated all the previous payments (some scheduled) into
subcategories, but everytime I try to add the generic copy back to my
budget, it auto adds the payments I had scheduled and won't let me remove
them, thus adding duplicates.

For example:
I had a scheduled payment of "yard service" to be auto paid via the Bills
screen categorized to "Household". I have since updated the auto pay to
mark it as the category "Household - Scheduled Service" and updated all old
transactions to reflect this new category.

Then I went into my budget and had it add some autobudget fields...
specifically "Household" and "Household - Scheduled Service". The "yard
service" payee shows up twice.. under BOTH categories... both of them also
have the scheduled payment icon next to them and I can't remove the old one
from my budget WITHOUT removing the entire category "household".

I saw the workaround for autobudget & autopayments, but it didn't fix my
issue. Ideas?

--
----------------------------------------
-AC [MVP MCMS]
www.andrewconnell.com
www.andrewconnell.com/mvp

AC
Sun Jul 24 13:52:36 CDT 2005

So my workaround is to create a "General" subcategory under household and
just reallocate EVERYTHING other than my problem payee's to this. Not
ideal, but it's working for my budget.

--
----------------------------------------
-AC [MVP MCMS]
www.andrewconnell.com
www.andrewconnell.com/mvp


"AC [MVP MCMS]" <swamplander@gmail.com> wrote in message
news:uRFho4HkFHA.3064@TK2MSFTNGP15.phx.gbl...
> Why does Money have to try and do so much for me and not let me edit what
> it does under the covers.... I just want to do a simple budget where I
> specify the amounts for each category & keep Money from adding stuff from
> my recurring/bills list. My issue...
>
> I have some old payments that I had in a category (Household). I have
> since gone back and updated all the previous payments (some scheduled)
> into subcategories, but everytime I try to add the generic copy back to my
> budget, it auto adds the payments I had scheduled and won't let me remove
> them, thus adding duplicates.
>
> For example:
> I had a scheduled payment of "yard service" to be auto paid via the Bills
> screen categorized to "Household". I have since updated the auto pay to
> mark it as the category "Household - Scheduled Service" and updated all
> old transactions to reflect this new category.
>
> Then I went into my budget and had it add some autobudget fields...
> specifically "Household" and "Household - Scheduled Service". The "yard
> service" payee shows up twice.. under BOTH categories... both of them also
> have the scheduled payment icon next to them and I can't remove the old
> one from my budget WITHOUT removing the entire category "household".
>
> I saw the workaround for autobudget & autopayments, but it didn't fix my
> issue. Ideas?
>
> --
> ----------------------------------------
> -AC [MVP MCMS]
> www.andrewconnell.com
> www.andrewconnell.com/mvp
>
>
>

via_newsgroup
Sun Jul 24 14:17:11 CDT 2005

In microsoft.public.money, AC [MVP MCMS] wrote:

>So my workaround is to create a "General" subcategory under household and
>just reallocate EVERYTHING other than my problem payee's to this. Not
>ideal, but it's working for my budget.

Would allocating everything to Household with no subcategory do this
for you also?

harrelsonesq
Sun Jul 24 18:47:14 CDT 2005

Or giving each Household expense a subcategory.

When I was looking at the category list in some detail a week or so ago, I
noticed that the "plain" categories were marked "Essential," while the
"Categories:Subcategories" were "Advanced." I don't think you're supposed to
use both in the same file.

Susan

"Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message
news:98q7e1t56tdk9ogtau3v86f9ic8or8biq7@4ax.com...

> Would allocating everything to Household with no subcategory do this
> for you also?
>
>

AC
Mon Jul 25 11:19:23 CDT 2005

No... it didn't fix it in this case. The problem was that I had
"artifacts" from my old bills keep showing up in my Household category
(no sub specified)... so I had to remove the generic Household category
from my budget.

Chris
Mon Jul 25 17:43:11 CDT 2005

Please quote at least a piece of the message you're replying to so readers
can understand what you're answering.
--
Chris Cowles
Gainesville, FL


"AC" <swamplander@gmail.com> wrote in message
news:1122308363.157423.140950@o13g2000cwo.googlegroups.com...
> No... it didn't fix it in this case. The problem was that I had
> "artifacts" from my old bills keep showing up in my Household category
> (no sub specified)... so I had to remove the generic Household category
> from my budget.
>