Parent and sub-category budgeting

bgeibert's Avatar


27 Jul, 2016 04:19 AM


If I have a parent account with several sub-categories, do I need to put the total budgeted amount from all sub-categories into the parent field?

  1. 1 Posted by Ian L on 31 Aug, 2016 02:56 PM

    Ian L's Avatar

    Please accept my sincere apologies for the delay getting back to you. I’m afraid that your request for assistance was missed by the support team, and it’s only now we’ve been able to work through the backlog of older discussions. I must apologise again for the poor level of service and lack of support you have received. Please be assured we are putting systems in place to ensure a higher level of service and speedier responses.

    You only need to put an amount in the parent category if you want to budget some for the general category. Otherwise, you can simply fill in the amounts in the subcategories.

    Hope that helps. Please let me know if I can be of further assistance, and thanks for using Moneydance.

    Ian L
    Infinite Kind Support

  2. System closed this discussion on 30 Nov, 2016 03:00 PM.

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