Rolling over actual monthly amounts from prior year's budget

Jon's Avatar

Jon

07 Feb, 2017 01:17 AM

The following is a discussion started by John Crutcher January 1, 2016 (now closed). I have the exact same question for 2017... Is this now possible with an extension or Python Script?

"I am trying to set up my new budget for 2016 and would like to use the actual amounts spent in 2015 on a monthly basis as my budget in 2016. I cannot seem to find a way to do this. When I use the "actual spending from previous period", it uses the previous month rather than the same month in the previous year. For example when I tried to use clicked on January of 2016 and and clicked on roll over and use previous period, it used Dec 2015 rather than January 2015. Any suggestions on how to make it use the actual from the same month in the previous period. Thanks for any help you can give me."

  1. Support Staff 1 Posted by Jenny on 08 Feb, 2017 12:06 PM

    Jenny's Avatar

    Hi Jon,

    If you're using the 'Newer' budget format (as seen here), then the options to 'Copy previous period' etc, refer to the last budgeted column as the 'previous period'. For example, in a monthly budget your Dec'16 data will roll over to Jan'17.

    If you weren't already aware, there are two budget formats available within Moneydance. You may wish to take a look at the 'Mixed Interval' budget format, which might better suit your needs. You can set this up by creating a new budget with the time period set to 'Mixed Interval'. You can find instructions for setting this up, and screenshots of the features in this article.

    Jenny
    Infinite Kind Support

  2. 2 Posted by Jon on 08 Feb, 2017 05:47 PM

    Jon's Avatar

    Hello Jenny,

    Thank you for the reply. My question is specific to the 'Newer' budget format. 'Copy previous period' is very useful for an annual budget, but for a monthly budget, as you suggest, the previous month's data is copied. As John Crutcher pointed out last year, if this month's "previous period" was February 2016 rather than January 2017, it would be super useful as spending typically has annual cycles.

    Is there a way to use an extension or Python Scripting to copy these values?

  3. System closed this discussion on 10 May, 2017 05:50 PM.

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