budgets

markk2213's Avatar

markk2213

21 Jan, 2024 06:36 PM

I put into the budget a whole number and the program changes ot to a mumber with pennies,

  1. Support Staff 1 Posted by Maddy on 22 Jan, 2024 12:32 PM

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    Hi Mark,
    Thank you for contacting Moneydance support.

    Which version and build of Moneydance are you using?
    To check, open Moneydance and select Moneydance --> About Moneydance

    Which budget format are you using?

    Would it be possible to see a screenshot of the issue?
    If required, you can read instructions for taking a screenshot here:
    https://www.take-a-screenshot.org/

    To add it as an attachment to this discussion, please click on "Browse".

    Thank you

    --
    Maddy, Infinite Kind Support

  2. 2 Posted by markk2213 on 22 Jan, 2024 04:21 PM

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    Hope this helps. I a using version 2023.3 (5064)

    I changed the 19.80 to 20

    The next time I opened the file it reverted to 19.80

    I have this say issue on many other accounts

  3. 3 Posted by markk2213 on 07 Feb, 2024 09:32 PM

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    Version 2023.3 (5064)

  4. 4 Posted by markk2213 on 07 Feb, 2024 09:38 PM

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    I changer tie car payment 733.88to a whole number.

    Nexr t day when I log in the 733.88 reappears.

    This happens to many other items

    Mark
    301-466-1123

  5. Support Staff 5 Posted by Maddy on 28 Feb, 2024 02:01 PM

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    Please accept my sincere apologies for the delay getting back to you. I’m afraid that your last reply was missed by the support team, and it’s only now we’ve been able to work through the backlog of older discussions.

    With the 'Newer' format budget, the entire amount is still stored, and can be seen by double clicking on the entered amount. It's just not displayed in an effort to keep the interface clearer.
    The new format is a different way of looking at the budgets. It is simpler overall, many of our customers prefer this to the older but more flexible system.

    If you'd prefer to see the entire figure, I'd recommend using the 'Mixed Interval' budget format. You can read about both budget types in this article.

    Please accept my apologies again for the delayed response.

    --
    Maddy, Infinite Kind Support

  6. 6 Posted by markk2213 on 28 Feb, 2024 07:24 PM

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    Can I switch from format to the other?
    I have a budget by month for the year 2024 which I created in Nov or Dec of 2023
    Sent from my iPad

    On Feb 28, 2024, at 9:01 AM, Maddy <[email blocked]> wrote:

    

  7. Support Staff 7 Posted by Maddy on 29 Feb, 2024 10:09 AM

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    Unfortunately not. You should recreate it, as described here.

    Go to Tools —> Budget Manager, and select ‘New’. You can then enter the budget name and select the ‘period’.

    Selecting Mixed Interval will create a budget, which can have categories with different time intervals.
    Using this budget type, you can amend the start and end date for each budget item, and they're not set as the specific month/year etc.

    Please note the budget feature picks up all expenses based upon the categories used. So you could not limit the budget to one account for instance, unless you built a separate set of categories to only be used by that account.

    Using the Foresight feature under the Tools tab on the other hand, will allow you to predict your future balances for just one account based upon your current balance and your reminders.
    For further information please refer to this article of the Knowledge Base.

    --
    Maddy, Infinite Kind Support

  8. 8 Posted by markk2213 on 29 Feb, 2024 11:05 AM

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    I already have a budget for the year
    If I do as you suggest I will have to scrap and redo
    There must be an easier solution such as you creating a program to eliminate Pennie’s from the budgets?
    Sent from my iPad

    On Feb 29, 2024, at 5:09 AM, Maddy <[email blocked]> wrote:

    

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