budget

are there any workarounds to these problems

1) an annual bonus occurring once a year in march, the budget has the
amounts divided by 12 and in each month
2) a monthly disability check shows up in every month except february

these 2 items makes the budget practically useless for any serious planning

jd

Chris
Mon Apr 18 19:59:17 CDT 2005

1. Is your annual bonus set for yearly? Or custom? Is it a scheduled
deposit? If a manual budget entry, make it a custom frequency with only the
month in question valued. If it's a scheduled bill, I think it will average
it out monthly, even if scheduled yearly.

2. Are you saying it shows up in the annual budget report for every month
except February? Or that you receive it every month except February? If the
former, what month did you enter that transaction? If February, some budget
events don't affect the annual budget until the subsequent calendar month.
Don't ask me the logic or workaround - I don't know it.
--
Chris Cowles
Gainesville, FL




"john dekker" <jdekker1@gmail.com> wrote in message
news:%238CgBJERFHA.3364@TK2MSFTNGP15.phx.gbl...
> are there any workarounds to these problems
>
> 1) an annual bonus occurring once a year in march, the budget has the
> amounts divided by 12 and in each month
> 2) a monthly disability check shows up in every month except february
>
> these 2 items makes the budget practically useless for any serious
> planning
>
> jd
>

john
Mon Apr 18 22:19:30 CDT 2005

1) it is a scheduled bill/deposit.

2) i started building my budget in february, but the montly deposits have
been occuring for many months, through most of 2004.
if i pull up a monthly budget report ("how am i doing on my budget") for
january, the deposit shows up under actual and budget
february's report shows the amount under actual, but nothing under budget
march's report shows the amount under actual and budget.

i can't believe stuff like this makes it through testing.....

jd
"Chris Cowles" <NoSpam@For.me> wrote in message
news:OdmuIsHRFHA.1528@TK2MSFTNGP09.phx.gbl...
> 1. Is your annual bonus set for yearly? Or custom? Is it a scheduled
> deposit? If a manual budget entry, make it a custom frequency with only
> the month in question valued. If it's a scheduled bill, I think it will
> average it out monthly, even if scheduled yearly.
>
> 2. Are you saying it shows up in the annual budget report for every month
> except February? Or that you receive it every month except February? If
> the former, what month did you enter that transaction? If February, some
> budget events don't affect the annual budget until the subsequent calendar
> month. Don't ask me the logic or workaround - I don't know it.
> --
> Chris Cowles
> Gainesville, FL
>
>
>
>
> "john dekker" <jdekker1@gmail.com> wrote in message
> news:%238CgBJERFHA.3364@TK2MSFTNGP15.phx.gbl...
>> are there any workarounds to these problems
>>
>> 1) an annual bonus occurring once a year in march, the budget has the
>> amounts divided by 12 and in each month
>> 2) a monthly disability check shows up in every month except february
>>
>> these 2 items makes the budget practically useless for any serious
>> planning
>>
>> jd
>>
>
>

Mark
Tue Apr 19 06:20:34 CDT 2005

On 2005-04-19, john dekker <jdekker1@gmail.com> wrote:
> 1) it is a scheduled bill/deposit.

For this, don't use budget planner to track your budget. Use the budget
reports. In either of these reports, the bonus will only show up in the
month that you scheduled it.

> 2) i started building my budget in february, but the montly deposits have
> been occuring for many months, through most of 2004.
> if i pull up a monthly budget report ("how am i doing on my budget") for
> january, the deposit shows up under actual and budget
> february's report shows the amount under actual, but nothing under budget
> march's report shows the amount under actual and budget.

Yeah. I have these problems all the time. Money just doesn't do a
very good job of adding or removing items to the budget, especially
scheduled bills & deposits. It's been this way for the 4 years
(and 4 versions of Money) that I've been around. If I'm able to make
sure that I have all of the scheduled bills & deposits set up at the
beginning of the year than I'm in good shape for that year. But if I
have to add a bill & deposit or delete one, then I'm pretty sure that
the "Budgeted" column for that year will be completely screwed up.
In those years, I have to export the reports to excel and tweak
them to get the right budget numbers. I've never had to tweak the
"actual" numbers. It's only the budget numbers that get screwed up.

john
Tue Apr 19 13:14:57 CDT 2005

i contact ms support for money and they suggested i try taking the recurring
bill, set the next date to pay to the beginning of the year. then skip all
previous occurences.

now i have correct budget amounts in january and february. but now i have a
double amount in march.

do i delete the deposit, re-entered it, first date to pay of 1/22/05 again,
and skip the occurences

now i have double amounts in january and february, and triple amount in
march

argh

so i said, i want to create a new budget. i started making a new budget,
just entering income amounts.

now with a totally new budget, i still have the double and triple amounts
that i had in the previous budget. this is a new budget! why do i have
previous amounts.

the deeper i get into this, the deeper i'm saddened

jd
"Mark Horn" <mark@hornclan.com> wrote in message
news:slrnd69qc2.gi.mark@home.hornclan.com...
> On 2005-04-19, john dekker <jdekker1@gmail.com> wrote:
>> 1) it is a scheduled bill/deposit.
>
> For this, don't use budget planner to track your budget. Use the budget
> reports. In either of these reports, the bonus will only show up in the
> month that you scheduled it.
>
>> 2) i started building my budget in february, but the montly deposits have
>> been occuring for many months, through most of 2004.
>> if i pull up a monthly budget report ("how am i doing on my budget") for
>> january, the deposit shows up under actual and budget
>> february's report shows the amount under actual, but nothing under budget
>> march's report shows the amount under actual and budget.
>
> Yeah. I have these problems all the time. Money just doesn't do a
> very good job of adding or removing items to the budget, especially
> scheduled bills & deposits. It's been this way for the 4 years
> (and 4 versions of Money) that I've been around. If I'm able to make
> sure that I have all of the scheduled bills & deposits set up at the
> beginning of the year than I'm in good shape for that year. But if I
> have to add a bill & deposit or delete one, then I'm pretty sure that
> the "Budgeted" column for that year will be completely screwed up.
> In those years, I have to export the reports to excel and tweak
> them to get the right budget numbers. I've never had to tweak the
> "actual" numbers. It's only the budget numbers that get screwed up.

Anthony
Sat Jun 25 23:54:02 CDT 2005

I also have the problem and have tried (in Money 02, 04, and 05) to get my
bonus to only add in during the month when I get it but as an annual deposit
(in the bills section) or a custom deposit (in the budget planner, as per
your suggestion below) I it still divides it up monthly.

This is truely my largest aggrevation with money. I sincerely hope this is
fixed in 06. "Come on Microsoft, you can do it!"

Anyway, any other ideas on how to fix this?

"Chris Cowles" wrote:

> 1. Is your annual bonus set for yearly? Or custom? Is it a scheduled
> deposit? If a manual budget entry, make it a custom frequency with only the
> month in question valued. If it's a scheduled bill, I think it will average
> it out monthly, even if scheduled yearly.
>
> 2. Are you saying it shows up in the annual budget report for every month
> except February? Or that you receive it every month except February? If the
> former, what month did you enter that transaction? If February, some budget
> events don't affect the annual budget until the subsequent calendar month.
> Don't ask me the logic or workaround - I don't know it.
> --
> Chris Cowles
> Gainesville, FL
>
>
>
>
> "john dekker" <jdekker1@gmail.com> wrote in message
> news:%238CgBJERFHA.3364@TK2MSFTNGP15.phx.gbl...
> > are there any workarounds to these problems
> >
> > 1) an annual bonus occurring once a year in march, the budget has the
> > amounts divided by 12 and in each month
> > 2) a monthly disability check shows up in every month except february
> >
> > these 2 items makes the budget practically useless for any serious
> > planning
> >
> > jd
> >
>
>
>