Averaging

Colin Grant's Avatar

Colin Grant

09 Feb, 2021 06:30 PM

Today I budgeted an amount of £95 to a budget category. If I run a report "this year to date" the £95 is shown as £30.54, it having been averaged down for the 9 days of the Month (95/12*28). If I run a report to the end of this month it is £95 as expected. I can understand the logic but ideally I would like to avoid the averaging. Is there a way to accomplish this?

A related question - have a bill that is due in March each year and is for around £1700. It is a known liability and a fixed amount. What is the best way to deal with this?

Thanks
Colin

  1. 1 Posted by Stuart Beesley ... on 09 Feb, 2021 06:52 PM

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

    On the latter question, just set up an auto-commit annual transaction reminder.

    (not support, just a fellow user)

  2. 2 Posted by Kidglove57 on 09 Feb, 2021 06:57 PM

    Kidglove57's Avatar

    New Style budget - i get around this by always dating my year to date report for the end of the month - I just update and save it at the beginning of each month.

    Mixed Interval Style Budget - in many ways this makes it easier. You can budget the category selecting “Monthly Not Pro Rata”

  3. Melissa closed this discussion on 15 Feb, 2021 10:59 PM.

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