No Calculate button and "use actual spending from previous month" does not do anything?

roy's Avatar

roy

05 Oct, 2019 03:45 PM

I want to set up a annual budget with the amount I plan to spend in each category for each month. Do I have to go each month and then each category and enter the amount?

I was thinking there would be a way for the program to do at least part of it. Like enter an annual total and have it put 1/12 into each month ahead.

Or using the "use actual spending from previous month" by clicking on the month button at the top. But nothing happens when I do that in my program.?

Do I need to update my program, it says I have a upgrade available but I am running version 2017.8 (1687)

Other wise, been using the programs for months after dropping quicken and Love it! Thank you

  1. 1 Posted by mhoggie on 05 Oct, 2019 10:00 PM

    mhoggie's Avatar

    just a user,

    I would recommend using the Mixed Interval (Old Style) budget (select period - Mixed Interval when creating a new budget.

    You click edit to set the budget entries and it has a calculator to pull history to help determine the categories and amounts used in the past.

  2. System closed this discussion on 04 Jan, 2020 10:10 PM.

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