New budget category, summary page questions

misc2's Avatar

misc2

04 Apr, 2016 09:10 PM

Is there a way to create a budget category like credit card transfer or hide from budgeting that will allow me to categorized a transaction and it does not get accounted for in the budget totals? There are times when I may make a transfer where in the out from one I want categorized, but the in I don't want categorized or to show in my budget.
 
On the Summary screen where it list bar charts for the budget items, how can I sort those, how they are sorted right now make no sense. I would like to be able to sort them similar to how the expenses on the summary page sorts them. That way I can go back and forth.

  1. Support Staff 1 Posted by Jenny on 05 Apr, 2016 09:35 AM

    Jenny's Avatar

    Hi,

    Would you mind explaining a bit further, what it is you're trying to do with the budget? You can create a new category within Tools --> Categories, and could name this as 'Hide from budget' for example. However, I'm not sure this suits your needs as I need you to clarify the information you require. Could you send me an example of a transaction as you have described, and the budget category, with details of what you'd like to achieve? Sorry for the confusion.

    On the summary page, you'll see a 'settings' button at the top right of the 'Budget bars' module. From there, you can select the relevant budget, categories, and other settings. Then, once amended, return to the summary screen, where you can right click the relavent budget bars and select 'move up/down' from the menu that appears to re-order them.

    Jenny
    Infinite Kind Support

  2. 2 Posted by misc2 on 05 Apr, 2016 03:04 PM

    misc2's Avatar

    I think I figure out that when looking at the budget, I just need to select showing Budgeted from the top. That would exclude any that I did not enter a budget for.

    I see how you have to select a budget bar and right mouse click to move up or down. This is really clumsy. It would be great to be able to just drag and drop or better yet be able to sort.

    Can I put in a development request that would allow us within the budget screen just be able to click on a category actual in a month and have a pop up with the transaction for that category for that month. Could an option be available at the top for Not Budgeted. That would allow us to quickly see if we have some mis categorized transactions.

  3. 3 Posted by misc2 on 05 Apr, 2016 03:12 PM

    misc2's Avatar

    On the Expense window of the summary page, is there a way to have it display expenses that have negative values. I am really trying to figure how MoneyDance allows me to analyze my budget and drill down to transactions easily to update transactions in case of miscategorization. I am thinking I can only do this through the Expense window, but what happens if a transaction get miscategorized and causes an expense category to go negative. I don't have visibility to it there.
    Also, under the Expense windows, if I expand out a category and then click on a transaction to bring up the detail, is there a way to go back, like a back button. It seams like I have to go back to the summary screen and start over.
    Thanks

  4. Support Staff 4 Posted by Jenny on 06 Apr, 2016 01:26 PM

    Jenny's Avatar

    Hi,

    Many of your suggestions already have tickets created in our system, so I've attached the tickets to this discussion. Specifically, the ability to reorder budget bars with drag and drop, and the ability to view transaction details directly from the budget view. I will pass your feedback to the developers, and we'll notify you of any updates within this thread.

    Regarding your suggestion for the 'Not in Budget' filter - where would you like to see this feature included? If you can provide details of how this feature will be useful for you, I can pass this to the development team.

    Moving onto your second post, I believe we have a ticket for the feature you require in our system. If I am understanding correctly, you would like to see all expenses/income shown in this bar, not just budgeted amounts. If this is what you're looking for, let me know and I'll attach the relevant ticket. If not, can you provide a bit more information about what it is you require. Sorry for the confusion.

    Unfortunately, there is no way to return to the summary screen after selecting a transaction in the way described, without starting over.

    I hope this information is helpful. Please let me know if you have further questions or if I can be of assistance.

    Jenny
    Infinite Kind Support

  5. 5 Posted by misc2 on 07 Apr, 2016 01:56 AM

    misc2's Avatar

    Thanks for the update.

    I don't see the attached tickets.

    As far as "not in Budget Filter". If I click on a budget I created, it lists three months usually current month, previous and next month. In the upper right hand corner, there is an All, Budgeted, Active filter and to the right of that is a button Budget Manager. I would like to have a fourth filter in addition to All, Budgeted, Active filter that is "Not in Budget" that will show me all the categories that have transaction and have I have not created a budget for them. Also, on this budget screen when you select Budget, Active or the new one "Not in Budget" if you add it, the totals at the top per month for Income and Expense should only show for those in the filter. The income and expense totals always show for All.

    As far as my second post. In the Expenses Graph, if I have a item budgeted say $100 this month and had $20 posted, then $20 more, but then accidentally posted a 100 deposit to that expense item, the net becomes -$60. That category no longer shows up in the Expenses Graph. I would still like it to be there.

    Thanks.

  6. System closed this discussion on 07 Jul, 2016 02:00 AM.

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