tag:infinitekind.tenderapp.com,2009-01-14:/discussions/budgeting/693-cant-copy-budget-from-previous-monthInfinite Kind: Discussion 2018-03-08T10:52:54Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/398257802016-05-09T12:29:27Z2016-05-09T12:29:27ZCan't copy budget from previous month<div><p>Hi David,</p>
<p>The latest stable version of Moneydance is 2015.7, so if you're
running an older version you can download this from <a href="http://infinitekind.com/download-moneydance-personal-finance-software">
here</a>. This version includes some updates to the budget
performance.</p>
<p>Can you let me know the budget type you're using? There are two
budget formats available within Moneydance, the 'newer format' and
the 'mixed interval/older' format.<br>
When creating a budget, selecting Weekly, Monthly etc will create a
newer format budget which you can read more about <a href="http://help.infinitekind.com/kb/budgeting/creating-a-budget-in-moneydance">
here</a>.<br>
Selecting 'Mixed Interval' when creating will use the older style
budget where categories can be added with differing time intervals.
You can read more about this budget type <a href="http://help.infinitekind.com/kb/budgeting/creating-a-budget-in-moneydance">
here</a>.</p>
<p>If you can let me know the budget type you're currently using,
(and would like to use) then I can provide instructions for getting
setup, and we can work through the issues you've encountered.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jennytag:infinitekind.tenderapp.com,2009-01-14:Comment/398257802016-05-09T14:46:44Z2016-05-09T14:46:46ZCan't copy budget from previous month<div><p>Jenny - I updated my Moneydance to the latest version (2015.7).
The software is still very slow to respond. I want to use the newer
format budget - monthly type. I created some budget items for
January 2016, but when I right click on February 2016 to attempt to
copy the budget amounts from January, I don't get any drop down
choices.</p></div>David Misenheimertag:infinitekind.tenderapp.com,2009-01-14:Comment/398257802016-05-09T14:56:57Z2016-05-09T14:56:57ZCan't copy budget from previous month<div><p>Hi David,</p>
<p>I'm afraid it appears you've encountered a bug in Moneydance.
There's an existing bug ticket in our system regarding this
issue.</p>
<p>It appears that after selecting 'Copy Previous Period' in the
new budget format, the prior periods budgets are locked and cannot
be amended.<br>
I've attached the ticket to this discussion and we'll notify you
within this thread of any updates. Please accept my apologies for
any inconvenience caused.</p>
<p>I would recommend attempting to use the 'Mixed Interval' budget
format, as this may be a possible workaround for you. Within this,
you are still able to set the recurring frequency as 'Monthly'.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jennytag:infinitekind.tenderapp.com,2009-01-14:Comment/398257802016-05-09T19:10:22Z2016-05-09T19:10:22ZCan't copy budget from previous month<div><p>I tried the 'Mixed Interval' budget format but couldn't get it
to work.<br>
Unfortunately I need to request a refund for Moneydance. I
purchased it a<br>
few months ago with high hopes that it would prove to be a more
reliable<br>
money management software tool than Quicken. It took me a while to
get all<br>
my accounts exported into Moneydance and up to date but I was not
able to<br>
get the budgeting and reporting to work. At this point I am way
behind in<br>
my financial planning and tracking and I can't afford any more time
so I am<br>
purchasing the latest version of Quicken and going back to the
devil that I<br>
know.</p>
<p>David Misenheimer</p></div>David Misenheimertag:infinitekind.tenderapp.com,2009-01-14:Comment/398257802016-05-10T08:52:50Z2016-05-10T08:52:50ZCan't copy budget from previous month<div><p>Hi David,</p>
<p>I am sorry that our product did not meet your needs. I have
asked our payment processing partners BMT Micro to process your
refund. They will let you know when the process is complete from
their end.</p>
<p>If you decide to try Moneydance again in the future, then please
get in touch. We'd be happy to provide assistance to get you setup
and started.</p>
<p>Please let me know if I can be of further assistance, and thank
you for your interest in Moneydance.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jennytag:infinitekind.tenderapp.com,2009-01-14:Comment/398257802016-05-13T21:27:38Z2016-05-13T21:27:39ZCan't copy budget from previous month<div><p>I'm having the same problem. I purchased and downloaded
Moneydance about a week ago. I dont know what version I have.
Please let me know when you have resolved this issue and the
resolution. It would be impossible to use this budgeting system as
it is.</p></div>pdel