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No Start/End Date field and no Apply button in Budget Manager

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robertdavison

11 Jan, 2012 08:06 PM

I have ver 2011r2 (803) running on Mac OS X ver 10.5.8 on a PPC iMac using Java Version: 1.5.0_30 (Java Vendor: Apple Inc.).

My problem occurs in trying to set up a budget. According to the manual:

You can also customize your budget as a whole using the fields at the top and bottom of the
Edit Budget screen:
Budget Name Name your budget.
Start/End Date Editing the start/end dates in this field and clicking “Apply” will apply
this start/end date to each of the line-items listed for this budget. If you edit these fields
and do not click “Apply,” no changes to your budget will be made.

When I select Edit in Budget Manager the screen does not contain the referenced Date field nor the Apply button. This means that I cannot set a global Start / End Date for my line items and must enter a date for each one. This is Not Good :-)

I am attaching screen captures of the top and bottom of the Budget Manager. The budget is capturing data for the second half of 2011 (the first half resides in Quicken).

I hope this is some oversight / RTFM moment on my part as I am, otherwise, impressed with moneydance.

• Budget_Manager_top.jpg 27.6 KB
• Budget_Manager_bottom.jpg 26.8 KB

1. Support Staff 1 Posted by Ethan on 12 Jan, 2012 02:29 PM

   

   Hello,

   We realized a few weeks ago that for some unknown reason this has disappeared from the latest release of Moneydance, which I'm fairly certain was unintentional. I have contacted our developer about this issue, and hopefully this feature can be reintroduced in a future release.

   Ethan Tupelo
   Moneydance Support

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2. 2 Posted by robertdavison on 12 Jan, 2012 10:56 PM

   

   Thanks for the quick update - even if not good news! Please note to the developer that this is a very aggravating problem if you are trying to create a budget with many line items :-( "Future" covers a broad time horizon - as this probably occurred through a simple coding / build error I would think that it should be a minor fix to back out the error and release a patch. Any hope???

   In addition to restoring the functionality that was, the developer might consider adding a batch change that would enable the user to select multiple line items and change their Start / End dates in one operation. This would be very useful for situations where there are multiple line items that are budgeted quarterly / bi-annually etc.

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3. Support Staff 3 Posted by Ethan on 13 Jan, 2012 04:10 PM

   

   As this feature wasn't taken away intentionally as far as we can figure out, it probably was a more simple build error. I have flagged the bug tag accordingly, so hopefully it won't be that difficult to reintroduce into a future release. Unfortunately, I cannot be more specific about the timeline than that.

   Ethan Tupelo
   Moneydance Support

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4. 4 Posted by Jessica Little on 26 Jun, 2012 03:41 PM

   

   We've fixed this bug in the internal development build of Moneydance, and the fix will be in the next version. I don't have a timeline for the release yet, but we'll let you know as soon as it's out.

   Jessica Little
   Moneydance Support

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5. 5 Posted by Scott Meehan on 14 Dec, 2012 05:40 PM

   

   Hi Everyone,

   We’re excited to announce that the second update to Moneydance 2012 is now available! This is a free update to everyone who has a license for Moneydance 2011 or 2012. There are many bug fixes and improvements, along with the return of the ability to store your data set wherever you want. Please see our latest blog entry for the full details of this release.

   Thanks and Happy Holidays from all of us at The Infinite Kind!

   Scott Meehan
   Moneydance Support

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6. Scott Meehan closed this discussion on 14 Dec, 2012 05:40 PM.