Summary Budget Bars

superbob.rg's Avatar


26 Oct, 2020 03:08 AM

I am attempting to use the Budget feature. I find no controls to open a page with the Summary Budgets Bars. They are not revealed in the Summary Page nor does MoneyDance manual (2015) offer any step by step instructions. I have the latest version of MD loaded on my iMac. Is there a newer version of the manual available? Any help would be appreciated.

  1. 1 Posted by dwg on 26 Oct, 2020 03:27 AM

    dwg's Avatar

    I'm a fellow user.

    Have you checked under File --> Preferences on the Summary Page tab to ensure that Budget Bars have been added to display on the Summary Page.

  2. 2 Posted by superbob.rg on 28 Oct, 2020 05:13 PM

    superbob.rg's Avatar

    dwg - finally got the the budget brass to show up on the Summary page but they only show the total amounts with a green line surrounding. There is note on the far right of the bar stating "Not in budget". All categories have budgets assigned to them in the budget module. Can't find how to turn on the component features of the budget bar. Any suggestions? thanks

  3. 3 Posted by avp2 on 30 Oct, 2020 04:48 PM

    avp2's Avatar

    The only "component" feature/s I know is that you can mouse over (put mouse on) a bar and see a popup window showing the category total and the total/s of any child category/s. Note, however, that contra (or negative amount) child categories do not sum correctly. If the bar category has not child categories, the window will show only the bar category actual percentage (of budget) value.

    FWIW, I use a separate budget for the page overhead Income/Expense bars and the summary page budget bars to make things easier. The overhead I/C bars budget is "new" style and the summary bars budget is "mixed intervals - old" style - I find the old style type easier to manage for the summary page bars.

  4. Melissa closed this discussion on 04 Nov, 2020 11:49 AM.

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