tag:infinitekind.tenderapp.com,2009-01-14:/discussions/budgeting/1040-rolling-over-actual-monthly-amounts-from-prior-years-budgetInfinite Kind: Discussion 2018-10-18T14:07:54Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/419018162017-02-08T12:06:03Z2017-02-08T12:06:03ZRolling over actual monthly amounts from prior year's budget<div><p>Hi Jon,</p>
<p>If you're using the 'Newer' budget format (as seen <a href="http://help.infinitekind.com/kb/getting-started-2/getting-started-creating-a-budget#setting-up-a-budget-using-the-new-budget-format-">
here</a>), 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.</p>
<p>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 <a href="http://help.infinitekind.com/kb/getting-started-2/getting-started-creating-a-budget#setting-up-a-budget-using-the-mixed-interval-budget-format-">
this article</a>.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jennytag:infinitekind.tenderapp.com,2009-01-14:Comment/419018162017-02-08T17:47:13Z2017-02-08T17:47:13ZRolling over actual monthly amounts from prior year's budget<div><p>Hello Jenny,</p>
<p>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.</p>
<p>Is there a way to use an extension or Python Scripting to copy
these values?</p></div>Jon