Detailed Budget extension -- new Maintainer
(Note: Already posted to the moneydance-dev mailing list, re-posting here to make it visible to non-subscribers)
Since Rolf Lawrenz seems to have disappeared, and isn't addressing issues with the Detailed Budget extension, or even applying patches for fixes provided by others, and I can't find an e-mail address for him, I've unilaterally decided to take over maintenance. (Rolf: If you get this and object, let me know -- I'd love to work with you. I'm just assuming that you are no longer interested.)
I've already fixed some issues that were created by the addition of non-prorated budget items, and done some other minor cleanups. The new code is in a github repository:
https://github.com/divegeek/moneydance-detailedbudget
I'm glad to accept patches and updates. I'll take a look at the issues that were posted on Rolf's Google Code site, and once I've addressed them all I'll make a new release of the extension.
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31 Posted by Shawn Willden on 04 Nov, 2011 10:51 PM
Looking through the code, it appears that the Bi-Monthly and Bi-Monthly (not pro-rated) options are not supported. Are either of you using those? I'll get those fixed over the weekend, but if you're not using those then it must be something else.
32 Posted by Shawn Willden on 04 Nov, 2011 10:58 PM
Heh. Yep, Brian, that's it, at least in your case. I also noticed some of the options didn't have pro-rating correctly configured.
Attached is an update that should fix both of those issues.
33 Posted by -Kevin N. on 04 Nov, 2011 11:19 PM
Hi Shawn,
In my case, I DID have one Category Inverval set to Bi-Monthly.
I changed it to Monthly and the DB Extension no longer threw errors and worked as expected.
I downloaded the newest version of the DB Extension attached to post # 33 of this thread.
I changed the Category Interval back to Bi-Monthly.
The new DB Extention does NOT throw errors and functions as expected.
Thank you for your attention to this matter and your work on the DB Extention.
HTH -Kevin N.
34 Posted by b_peterson on 04 Nov, 2011 11:49 PM
Hi Shawn
Thank you once again
Glad I could be of some help
Please tell me again how to download this latest version you sent
I know youve told me but I have forgotten
Thanks once again
35 Posted by -Kevin N. on 04 Nov, 2011 11:51 PM
Hi b_peterson,
You should be able to right-click or CMD-click the attachment and choose 'Save Target As' or something similar.
HTH -Kevin N.
Edit: that might be CTRL-click for the Mac. Sorry about that, I'm Mac illiterate.
36 Posted by b_peterson on 04 Nov, 2011 11:57 PM
Thank you for your time
Yes Ive right clicked, saved to desktop
and them selected Moneydance to open it but so far it's not working?
Brian
37 Posted by b_peterson on 04 Nov, 2011 11:58 PM
Hi Shawn
I right clicked, saved to desktop and then opened with moneydance as
the programe to open it but it's still not working on Bi Monthly
???????
Brian
38 Posted by b_peterson on 05 Nov, 2011 12:03 AM
Thanks
Have managed to get it going
Brian
39 Posted by b_peterson on 05 Nov, 2011 12:03 AM
Thanks
I have managed to get it working
Thanks again
Brian
40 Posted by b_peterson on 05 Nov, 2011 12:20 AM
Hi Shawn
I put in my little blue car's registration (Getz) of $278.75 on an
"annual" (not Pro-rated) configuration
and yet in the detailed budget under "This year" it comes out as
557.50 which is double
any idea why?
Sorry to do his to you
Brian
41 Posted by b_peterson on 05 Nov, 2011 03:54 AM
Hi kmnugent
I am still stuck I don't know if you can help
I down loaded the new extension and it doubled the figure of the
budgeted amount, so I deleted the detailed budget and tried again.
Nothing I do can get the detailed budged back into moneydance
I am using windows vista
I have saved the detailed budget link to the desktop
But then what?
Stuck
Brian
42 Posted by b_peterson on 05 Nov, 2011 05:02 AM
Shawn I am puzzled.
I have downloaded the "detailed budget" from the moneydance website,
knowing that it will not work, Just to have it in the program. I then
found where it was stored.
Then I saved the new detailed budget file you sent to my desktop, then
I opened where the original detailed budget was stored and dropped your
new one into it.
It gave me the option of replacing the existing file, which I did.
Originally I know the detailed budget was in moneydance because I just
downloaded it. But after going to move and replace it was no longer
there???????
Brian
43 Posted by b_peterson on 05 Nov, 2011 07:16 AM
It's okay I've got it thanks you
I went to moneydance manage extensions and at the bottom there was a add
from file option
Thanks again
Brian
44 Posted by b_peterson on 05 Nov, 2011 07:24 AM
It's okay I've got it thanks you
I went to moneydance manage extensions and at the bottom there was a add
from file option
Thanks again
Brian
45 Posted by b_peterson on 05 Nov, 2011 07:42 PM
Good morning Shawn
Yes I got things working finally
BUT
I did discover yet another possible problem
I say probable because I am not sure
Under budget manager I had two different budgets
One named "yearly budget 2011 Pro-rated"
and one named
"yearly budget 2011"
I would have though when I came to doing the detailed budget and
selected one or the other it would ignore the none selected one, but it
doesn't
It doubles the figure, i.e. for my little car if I put $300
registration fee it comes out at $600 BUT if I delete one or the
other so that only one remains then it is fine. It does this for all
the figures, this was just one example.
Should it not under detailed budget select one or the other without
combining the two?
Sorry about all this but if it gets it going well then maybe, just maybe
It's helpful.
I really do appreciate all your help.. I don't know what I could do,
but if there is anything I can assist you with please let me know.
Many thanks
Brian P
46 Posted by Shawn Willden on 07 Nov, 2011 02:08 PM
Hi Brian,
Yes, I've run into that one, too, and my workaround has been to avoid doing that. I set up a new budget for each calendar year, which means for a while right around the new year I have two budgets. My solution has been to specify beginning and ending dates on the budgets so they don't overlap. I've been meaning to dig into the real problem.
Your post prompted me to do that, and I can see from the code what's going on. DB uses your budget choice to determine which categories to include, and then it includes all budget items (for all budgets) and all transactions in those categories. This means that the "show all transactions" checkbox also doesn't really work.
Fixing this is basically going to require a complete rewrite of the core part of the extension. Actually, I am planning to do that anyway -- the calculation method used isn't very efficient, and I think it also occasionally gets different answers than the built-in budget reports and budget bars -- and I'm pretty sure the built-in budget calculation system is correct. In between when Rolf wrote DB and now, MD has made its internal budget engine available to extensions so I'm going to rip out the DB calculations and use the MD engine instead. This will ensure consistency with the MD reports and bars, will make things faster and will also make the code a lot cleaner.
Along the way I'll fix the multi-budget issue and the "show all" issue.
BTW, could you do me a favor and file bugs on the DB issue tracker?
https://github.com/divegeek/moneydance-detailedbudget/issues
47 Posted by b_peterson on 07 Nov, 2011 07:16 PM
You are amazing
I wish I could do what you do
Yes I certainly can put the bugs on that site, but what do you mean.....
The bugs so far or any new ones I find
I look forward to your newly developed program some time in the future.
Please let me know when it is done so that I can use it please
Many thanks
Brian
48 Posted by Shawn Willden on 07 Nov, 2011 07:48 PM
Thanks for the kind words, Brian.
I'd appreciate it if you could add an issue report for the multi-budget problem, and any new ones.
Thanks!
49 Posted by b_peterson on 26 Nov, 2011 07:57 PM
Hi Shawn
Did you get around to re writing the detailed budget using MD engine as
you thought you might
Blessings
Brian P
50 Posted by Shawn Willden on 04 Dec, 2011 05:34 PM
Not yet. I started, but ran into a bug in the MD engine, which set me back. I think I need to write my own engine and a set of cross-checks between that, the MD engine and the detailed budget engine.
51 Posted by farm on 31 Jan, 2012 01:17 PM
Shawn: Will you let us know when you have the re-write completed. And of course, where and how to download it. Thanks, Richard
52 Posted by Shawn Willden on 31 Jan, 2012 03:12 PM
I haven't had any time to put into this project for the last month or so.
I will post here when I've made further progress. If you want to track what I'm doing (or not) more closely, you can follow it on github. When the new version is ready for use, it will be available for download through MoneyDance.
System closed this discussion on 31 Mar, 2015 03:31 PM.