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New Style budget: Subcategory Totaling issue

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tep1997

Mar 15, 2025 @ 02:25 PM

Hi, why don't the subcategory amounts contribute to the parent category total? For example, if under the parent category of Bills, I spend $30 on Electric, $100 on water, etc, the Bills parent category should reflect $130 amount correct?

See screenshot for example.

• Screenshot_2025-03-15_102420.png 35 KB

1. 1 Posted by -Kevin N. on Mar 15, 2025 @ 03:12 PM

   

   Hi T Eanes,

   Thank you for the screenshot.

   It is my experience that the parent category does indeed display the total of the underlying child categories.

   Perhaps the 'Total' column is collapsed or obscured. Try widening the Category window.

   -Kevin N. (not a member of Moneydance support)

   • Parent_Total.png 37.8 KB
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2. 2 Posted by tep1997 on Mar 20, 2025 @ 02:31 PM

   

   Hi Kevin, thanks for the response. You are correct that in the Categories menu itself, the parent does show the total of the child items. However, in the budgeting menu, it does not. Is this by design? See new image.

   Thanks

   • 2025-03-20_10-28-31.png 126 KB
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3. 3 Posted by -Kevin N. on Mar 20, 2025 @ 04:03 PM

   

   Hi Kevin,

   TBH, I don't really use budgeting and to the extent that I do, I use the old-style budget.

   From your screenshot and from tinkering a little with the new-style budget, I would agree with you that the parent category does 'not' reflect the total of the underlying child categories - but should.

   IMO, this represents a bug that you've discovered in the budget.

   I will yield to the Moneydance support staff to provide further assistance.

   -Kevin N. (not a member of Moneydance support)

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4. 4 Posted by tep1997 on Mar 20, 2025 @ 04:11 PM

   

   Is that something I need to formally submit?

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5. Support Staff 5 Posted by Maddy on Mar 20, 2025 @ 04:37 PM

   

   Hi,
   We are sorry to hear about the problem you have encountered.

   Which version and build of Moneydance are you using?

   To check, open Moneydance and select Help --> About Moneydance
   Can you let me know which operating system you're running on your computer?

   Are you experiencing the same issue with both budget styles?

   Thank you

   --
   Maddy, Infinite Kind Support

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6. 6 Posted by tep1997 on Mar 20, 2025 @ 04:47 PM

   

   Hi Maddy

   Version is: 2024.4 (5253)

   I wasn't aware of the other budget style, so I haven't tried it. I will try it and update here.

   Thanks

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7. 7 Posted by tep1997 on Mar 20, 2025 @ 06:37 PM

   

   Yes, it appears that the Mixed Interval style budget does use the parent total. Any chance of getting this functionality in the 'New" budget style?

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