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Transactions don't show up in budget

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jim

Feb 16, 2021 @ 11:19 PM

When I enter transactions into an account, most but not all of the transactions show up in the budget graphs and report. I've triple-checked that the transactions are posted to the correct categories. The same transactions are missing from both budget versions. Deleting and reentering the problem transactions has no effect, nor does closing and reopening the MD file. Help!

1. 1 Posted by mhoggie on Feb 17, 2021 @ 04:00 AM

   

   just a user,

   Currently the MD budget feature will not pick up any activity between accounts. So if you have any type of loan setup in MD, you cannot directly budget for those payments. Even transfers to investment will not be picked up in the MD budget feature. I'm guessing that is your issue. If so, there are ways around it. You can search the knowledge base for the keyword loan and you will find lots of discussion.

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2. 2 Posted by jim on Feb 17, 2021 @ 07:37 PM

   

   What you say appears to be the case. Once I stopped trying to include inter-account activity, everything else worked fine.

   Thanks!

   James Rush Manley
   Aviation & Space Writer
   [email blocked] <mailto:[email blocked]>
   www.JRManley.com <http://jrmanley.com/>

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3. 3 Posted by mhoggie on Feb 17, 2021 @ 07:52 PM

   

   just a user,
   a simple way to budget loans is just to create a special category for your payments and add an additional reminder to automatically apply the payment amount to that category from a "Null" account on the same day as your real payment. Then you can budget for that special category.

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4. System closed this discussion on May 19, 2021 @ 08:00 PM.