Copy Previous budget doesn't work....

fdorrin's Avatar


04 Apr, 2016 06:43 PM


Trying to use the budgeting tools and finding it PAINFULLY slow. Copying from one month to the next also doubles the previous months budget, rather than copies it. Hoping you guys are working on this.

I am using a MAC with El Capitain version 10.11.3


  1. Support Staff 1 Posted by Jenny on 05 Apr, 2016 09:41 AM

    Jenny's Avatar

    Hi Frank,

    Unfortunately we are aware of a bug in Moneydance, which I think you may have encountered. The rollover function is copying the amount budgeted in the previous month, adds the amount of unspent from that month, and that's budget for the next month. As it is now, that original baseline amount appears to get lost after the first rollover.

    There is already a bug ticket for this in our system, and I have attached the ticket to this discussion. I'll pass your feedback to the developers, and I will be sure to update you when the issue is resolved.

    Until a fix has been implemented, I'm afraid you'd need to enter the amounts manually.

    A feature which you may find useful, is to create a new budget and select the period as 'Mixed Interval' - this will create a Mixed Interval budget, which you can read more about here. With this format of budget, you can still enter monthly budget amounts, and can automatically calculate a budget based on your past spending.

    Please accept my apologies for any inconvenience caused.

    Infinite Kind Support

  2. System closed this discussion on 05 Jul, 2016 09:50 AM.

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