Not In Budget on Budget Report - How to Add to Budget?

joel's Avatar


17 Sep, 2023 08:41 PM

When I run the 'Budget: Budget-Annual' report, I have 6 categories that say 'Not in budget' and the $ amounts are not included on the Budget Status Graph dollar amounts. But they are listed in the Budget Manager & Income/Expense reports. How do I add these categories to the budget so they show up in the Budget Status Graph? Thanks.

  1. Support Staff 1 Posted by Maddy on 18 Sep, 2023 04:03 PM

    Maddy's Avatar

    Hi Joel,
    Thank you for contacting Moneydance support.

    I believe you've contacted us previously about this topic and on this thread you had received some useful information from one of our knowledgeable users.

    Generally, you could use the 'Income and Expense' report, or the 'Income and Expense, Detailed' report.
    Reports are accessible via Tools --> Graphs and Reports, or in the left side bar (below your accounts).

    When viewing the report settings, you can choose the accounts to include and you can specify the date range. The date range can be set as longer than just 12 months.

    At the bottom of the report settings window, you'll likely see 'All Income' and 'All Expense'. Choose the button to the right of this - "Show: By Individual'. This will display each of your individual categories/accounts and you can choose which to include/exclude before generating the report to view your data.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    Maddy, Infinite Kind Support

  2. 2 Posted by joel on 18 Sep, 2023 04:16 PM

    joel's Avatar

    Maddy - thanks for your response, but it doesn't answer my question.

    My issue is that the Expense $ Amount on the Budget Status Bar does not match the Expense $ amount in the Income & Expense report. The difference is the 6 categories that say 'Not in budget'

    My question is how do I include the 6 items 'Not in budget' & their $ amounts, so the Budget Status Bar Expense $ amount match the Expense amount on the Income & Expense report. Thanks!

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