question: copy previous period

Bruce Alexander's Avatar

Bruce Alexander

17 Jan, 2023 04:21 PM

I have successfully created budget amounts under Jan 2023 and used "copy previous period" for Feb 2023.
it worked and I tried doing the same thing for Mar 2023 using Feb 2023.

However, none of the budget amounts get copied from Feb 2023 to Mar 2023.

And, is there a way to copy amounts from the current period through Dec 2023?

Please advise next steps I should take,
Bruce Alexander

Please advise next steps I should take,
Bruce Alexander

  1. 1 Posted by Hargreaves on 20 Jan, 2023 07:34 PM

    Hargreaves's Avatar

    Using arrows on top of page select blank month. It will have coloured underlining just under month name. Click down arrow by month name. Select copy from last month. Nothing appears until you click on next month using the right arrow at top of page

  2. 2 Posted by Bruce Alexander on 23 Jan, 2023 05:28 PM

    Bruce Alexander's Avatar
    Thanks for your response.
    However, I am not getting expected results.

    I’ve got my 2023 budget open. 
    The month of January has income and expense amounts.
    I click on February which has zero amounts and select “Copy Previous Period “
    The February column remains all zeros but Mar has some actual amounts showing.
    I’ll continue to troubleshoot this, but I wanted to respond to your original note and let you know I am making some progress.
    Thank your help,
    Bruce Alexander.




    On Jan 20, 2023, at 2:34 PM, Hargreaves <[email blocked]> wrote:

     pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background-color: rgb(239, 239, 239); border: 1px solid rgb(214, 214, 214); } blockquote { margin-left: 0px; padding-left: 1em; border-left-width: 5px; border-left-style: solid; border-left-color: rgb(204, 204, 204); }

    // Please reply above this line
    ==================================================

    From: Hargreaves

    Using arrows on top of page select blank month. It will have coloured underlining just under month name. Click down arrow by month name. Select copy from last month. Nothing appears until you click on next month using the right arrow at top of page

    On Tue, Jan 17 at 08:21 AM PST, Bruce Alexander wrote:

    I have successfully created budget amounts under Jan 2023 and used "copy previous period" for Feb 2023.
    it worked and I tried doing the same thing for Mar 2023 using Feb 2023.

    However, none of the budget amounts get copied from Feb 2023 to Mar 2023.

    And, is there a way to copy amounts from the current period through Dec 2023?

    Please advise next steps I should take,
    Bruce Alexander

    Please advise next steps I should take,
    Bruce Alexander

    Having trouble reading this? View this discussion online: question: copy previous period.

    To unsubscribe and stop receiving emails from https://infinitekind.tenderapp.com, visit this page

  3. 3 Posted by Bruce Alexander on 27 Jan, 2023 07:55 PM

    Bruce Alexander's Avatar
    My belated thanks for your help with the budget problem.
    Got it work after following your instructions.
    (I got delayed doing the budget due to problems with MD+ and Plaid)
    Bruce Alexander 

    On Jan 20, 2023, at 2:34 PM, Hargreaves <[email blocked]> wrote:

     pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background-color: rgb(239, 239, 239); border: 1px solid rgb(214, 214, 214); } blockquote { margin-left: 0px; padding-left: 1em; border-left-width: 5px; border-left-style: solid; border-left-color: rgb(204, 204, 204); }

    // Please reply above this line
    ==================================================

    From: Hargreaves

    Using arrows on top of page select blank month. It will have coloured underlining just under month name. Click down arrow by month name. Select copy from last month. Nothing appears until you click on next month using the right arrow at top of page

    On Tue, Jan 17 at 08:21 AM PST, Bruce Alexander wrote:

    I have successfully created budget amounts under Jan 2023 and used "copy previous period" for Feb 2023.
    it worked and I tried doing the same thing for Mar 2023 using Feb 2023.

    However, none of the budget amounts get copied from Feb 2023 to Mar 2023.

    And, is there a way to copy amounts from the current period through Dec 2023?

    Please advise next steps I should take,
    Bruce Alexander

    Please advise next steps I should take,
    Bruce Alexander

    Having trouble reading this? View this discussion online: question: copy previous period.

    To unsubscribe and stop receiving emails from https://infinitekind.tenderapp.com, visit this page

  4. 4 Posted by Hargreaves on 28 Jan, 2023 09:34 AM

    Hargreaves's Avatar
    Great to hear it got sorted. These things can be so frustrating and time consuming. Regards Geri

    On 27 Jan 2023, at 7:55 pm, Bruce Alexander <[email blocked]> wrote:

     pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background-color: rgb(239, 239, 239); border: 1px solid rgb(214, 214, 214); } blockquote { margin-left: 0px; padding-left: 1em; border-left-width: 5px; border-left-style: solid; border-left-color: rgb(204, 204, 204); }

    // Please reply above this line
    ==================================================

    From: Bruce Alexander

    My belated thanks for your help with the budget problem.
    Got it work after following your instructions.
    (I got delayed doing the budget due to problems with MD+ and Plaid)
    Bruce Alexander 

    On Jan 20, 2023, at 2:34 PM, Hargreaves <[email blocked]> wrote:

     pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background-color: rgb(239, 239, 239); border: 1px solid rgb(214, 214, 214); } blockquote { margin-left: 0px; padding-left: 1em; border-left-width: 5px; border-left-style: solid; border-left-color: rgb(204, 204, 204); }

    // Please reply above this line
    ==================================================

    From: Hargreaves

    Using arrows on top of page select blank month. It will have coloured underlining just under month name. Click down arrow by month name. Select copy from last month. Nothing appears until you click on next month using the right arrow at top of page

    On Tue, Jan 17 at 08:21 AM PST, Bruce Alexander wrote:

    I have successfully created budget amounts under Jan 2023 and used "copy previous period" for Feb 2023.
    it worked and I tried doing the same thing for Mar 2023 using Feb 2023.

    However, none of the budget amounts get copied from Feb 2023 to Mar 2023.

    And, is there a way to copy amounts from the current period through Dec 2023?

    Please advise next steps I should take,
    Bruce Alexander

    Please advise next steps I should take,
    Bruce Alexander

    Having trouble reading this? View this discussion online: question: copy previous period.

    To unsubscribe and stop receiving emails from https://infinitekind.tenderapp.com, visit this page

    On Mon, Jan 23 at 09:28 AM PST, Bruce Alexander wrote:

    Thanks for your response.
    However, I am not getting expected results.

    I’ve got my 2023 budget open. 
    The month of January has income and expense amounts.
    I click on February which has zero amounts and select “Copy Previous Period “
    The February column remains all zeros but Mar has some actual amounts showing.
    I’ll continue to troubleshoot this, but I wanted to respond to your original note and let you know I am making some progress.
    Thank your help,
    Bruce Alexander.




    On Jan 20, 2023, at 2:34 PM, Hargreaves <[email blocked]> wrote:

     pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background-color: rgb(239, 239, 239); border: 1px solid rgb(214, 214, 214); } blockquote { margin-left: 0px; padding-left: 1em; border-left-width: 5px; border-left-style: solid; border-left-color: rgb(204, 204, 204); }

    // Please reply above this line
    ==================================================

    From: Hargreaves

    Using arrows on top of page select blank month. It will have coloured underlining just under month name. Click down arrow by month name. Select copy from last month. Nothing appears until you click on next month using the right arrow at top of page

    On Tue, Jan 17 at 08:21 AM PST, Bruce Alexander wrote:

    I have successfully created budget amounts under Jan 2023 and used "copy previous period" for Feb 2023.
    it worked and I tried doing the same thing for Mar 2023 using Feb 2023.

    However, none of the budget amounts get copied from Feb 2023 to Mar 2023.

    And, is there a way to copy amounts from the current period through Dec 2023?

    Please advise next steps I should take,
    Bruce Alexander

    Please advise next steps I should take,
    Bruce Alexander

    Having trouble reading this? View this discussion online: question: copy previous period.

    To unsubscribe and stop receiving emails from https://infinitekind.tenderapp.com, visit this page

    Having trouble reading this? View this discussion online: question: copy previous period.

    Reply with #ignore to stop receiving notifications for this discussion.

  5. System closed this discussion on 29 Apr, 2023 09:40 AM.

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