Dividends no longer showing in Budget

mawigmore's Avatar


21 Jan, 2019 01:10 PM

Across the top of Moneydance I have one of my budgets displayed, with a red bar for Expenses and a green bar for Income over the past 30days. Normally, when I add a dividend to an Investment Account Register, it shows up in the Income bar. This has stopped happening recently.

I have also noticed that in the Register the place where the Dividend Category is shown has moved. It used to be in the Transfer/Fee Category column, but now it appears on the Security/Category column.

Could it be that this change means the Budget is no longer seeing Dividends as Income?

[Edit] Version 2017.10 (1706) Windows x64

  1. 1 Posted by dwg on 21 Jan, 2019 08:05 PM

    dwg's Avatar

    I'm a fellow user.

    I would suggest you provide a screen show showing the transaction in question, a picture says a thousand words and we can at least see what you are.

  2. 2 Posted by mawigmore on 29 Jan, 2019 08:58 AM

    mawigmore's Avatar

    It affects all dividend transactions! In the past month I've had over £1000 in dividends, but the green bar only shows £300.

  3. 3 Posted by mawigmore on 29 Jan, 2019 11:01 AM

    mawigmore's Avatar

    Panic over, just twigged that the budget, Main_2 had an end date of 31/12/18 for some unknown reason.

    Why does a budget have an end date anyway?

  4. 4 Posted by dwg on 29 Jan, 2019 11:53 AM

    dwg's Avatar

    Budgets are normally set for a specific time period, after which they are analysed, reported on etc, you determine how you went and set a new budget for the next time period which is often 12 months, the time frame may be set to match when salary reviews happen for example.

    FWIW your dividends are in the field they should be.

  5. 5 Posted by mawigmore on 29 Jan, 2019 01:41 PM

    mawigmore's Avatar

    I'm all for revising budgets as things change, but for things to quietly stop working just because some date has passed isn't good. Why weren't there flashing lights to say I need to set a new budget?

    When you enter a new dividend transaction, the Fee Category field shows Investment:Dividends. The thing I've noticed recently is that there's also Dividend in the Category field under the stock name. The former disappears now, leaving the latter.

  6. System closed this discussion on 30 Apr, 2019 01:50 PM.

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