Working in Budgeting is extremely slow

afeldra's Avatar

afeldra

15 Jun, 2016 12:40 AM

Is that to be expected or could it be because of created it from Quicken where I had many budgeted items?

Also I just moved and added items for the new home. But if I do it as Monthly it appears I have to enter every month from now (June) rather than have the software to extend the monthly from June to the end of the year. On the other hand, if I do yearly I have to put in the monthly amount times 12 if I want to see the correct number if I run a monthly budget, but if I run a yearly budget then the number is incorrect because the items only started in June.

So it appears the only way to get the correct numbers in both the monthly and yearly report is to enter the monthly amounts for each month from June on.

But the old home no longer exists so there are no expenses for the rest of the year but the budget amounts are for the entire year.

Is there an EASY way of dealing with these wrinkles?

Thanks.

  1. Support Staff 1 Posted by Jenny on 17 Aug, 2016 10:54 AM

    Jenny's Avatar

    Hi,

    Can you confirm the budget type you're using? I believe you may be using the 'Newer' budget format; and I think the 'Older Mixed Interval' budget format may better suit your needs.
    You'll find details of both budget formats within this article, and screenshots of the features included with each budget type.

    You can set this up within Tools --> Budget Manager --> New, and select 'Mixed Interval' as the 'period'. Then close the 'Budget Manager' window, and select this new budget you've created in the left sidebar. You should see an empty register. At the top right of the register, you'll see a small blue 'edit' button (in the same location as the 'New transaction' button when you're viewing an account). Selecting this will bring up the 'Edit Budget' window.

    With the Mixed Interval format, you can include items with different time periods, so you can include both annual and monthly items. You can also choose the start date, and by leaving the end date as 'blank', the budget item will continue indefinitely. In the same way, you can 'end' a budgeted item, such as the 'old home' items you've described.

    I hope this information is helpful. Please let me know if you have further questions or need any assistance setting this up.

    Jenny
    Infinite Kind Support

  2. System closed this discussion on 16 Nov, 2016 11:00 AM.

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