Newer Budget 'glitches'

mb7's Avatar

mb7

17 Feb, 2020 08:50 PM

Hi,

I just updated to the latest Moneydance (2019.3, build 1880) on my Windows 10 machine and tried using the 'new' budget method for the first time. I noticed a few things that made it difficult to use...

  • When selecting the filters Budgeted or Active, if a budget item is a a child-item of another budget item and the parent item has a value of zero, the parent item doesn't show up. So it can be difficult to determine what parent category a child budget item belongs to. And it is not easy to determine parent and child categories, as the difference appears to be only the presence or absence of a narrow 'space' character in front of the name. It wold be nice if the parent category highlighted when the child item highlights (and was visible, even when using a filter).

  • When selecting one of the entries from the current budget period pulldown to copy values from the previous period (copy and rollover, copy, use actuals) to update numbers in the current budget column, the numbers don't change. If I scroll to a different budget period, then scroll back, I will then see the updated numbers.

  • Response is much slower than when using the 'older' budget method. When clicking on a budget title under the BUDGETS heading on the left, if the budget type is 'older', response is almost immediate. If clicking on a title that uses the 'newer' budget method, there is a 5 (+/-) second delay before the budget is displayed (my Moneydance DB folder has 253 files and a size of 35.4 MB).

Thanks,
Marc

  1. 1 Posted by mb7 on 17 Feb, 2020 10:12 PM

    mb7's Avatar

    One more item to add to the list...

    • It would be nice if the search (Ctrl+F) would work in the budget screen.

    Thanks,
    Marc

  2. 2 Posted by mhoggie on 17 Feb, 2020 11:45 PM

    mhoggie's Avatar

    Just a user,

    I would suggest sticking with the Old Mixed-Interval style for now. Still many issues with the new budget. I reported the delay on the new style recently which they have reported to the developer, so maybe we'll see a fix shortly. The old style just beats the new style in every way. The only benefit I'm aware of on the new style is the ability to roll over and under budget amounts to the new period. Otherwise the old style is better in many ways.

  3. 3 Posted by samou812 on 19 Feb, 2020 06:24 PM

    samou812's Avatar

    Hello. I also just upgraded from v2017 to the current 2019.3(1880) and I'm having some difficulty. I don't know if the layout has changed, or if I'm just confusing myself, but I cannot seem to find where to enter my monthly budget amounts by category. I am looking at a window for my "2020 budget" showing all of my categories in the LH column, a 3-month view as 3 more columns, and, in each month column (for each category), two numbers expressed as "0 of 0.00". The second number field is input-capable, and as displayed, I assume it is designed to contain the budgeted amount for that category and month, and the first field the total category expenses entered as transactions. I guess I could enter the budget for each category every month, but that seems faintly ridiculous, and I'm sure I did not do that last year. I seem to recall that I was able to (somewhere) enter a flat monthly budgeted amount for each category once, and that was applied to my category expenses when reported. However, for whatever reasons (application changes or my poor memory/incompetence) I cannot seem to find that mode of entry now. If it matters for the purposes of this question, I have been using a "mixed period" budget. I'm posting a public case for this and asking fellow users for help, because I had little luck posting a confidential case for another issue a couple of months ago (I did ultimately resolve that one myself). Many thanks in advance for any assistance you choose to provide.

  4. 4 Posted by mhoggie on 19 Feb, 2020 08:51 PM

    mhoggie's Avatar

    just a user,

    You're describing the new style default budget with the 3 month view. When you create your budget, use the Period drop down to select the Mixed Interval Old Style then you can edit as you have in the past and set amounts that stay fixed indefinitely or for what every date range you choose.

  5. 5 Posted by samou812 on 10 Mar, 2020 02:57 PM

    samou812's Avatar

    I found what I needed to do to implement your recommendation, and it worked. Thanks! I give the program kudos on ease of transaction entry, I only wish I found some of the other functions as intuitive...
    I have another issue, but will post a new case.

  6. System closed this discussion on 09 Jun, 2020 03:00 PM.

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