Budget Item created with Budget Manager not showing in the left hand column under budgets
I am using a standard budget item "Automotive: Fuel: that appears in the dropdown of categories when I post a transaction but does not show up on the left hand side of the home screen under the budget. Anyone having a similar problem?
Comments are currently closed for this discussion. You can start a new one.
Keyboard shortcuts
Generic
| ? | Show this help |
|---|---|
| ESC | Blurs the current field |
Comment Form
| r | Focus the comment reply box |
|---|---|
| ^ + ↩ | Submit the comment |
You can use Command ⌘ instead of Control ^ on Mac
1 Posted by Jon Hoover on 12 Aug, 2012 04:00 PM
Hi,
The budget list on the sidebar will display the budgets listed in Tools->Budget Manager and not budget items. Do these two lists match up? Please let me know if this makes sense and if I am understanding your problem correctly.
Sincerely,
Jon Hoover, Moneydance Support
2 Posted by broughmax on 15 Aug, 2012 01:50 PM
Yes, that is true. I went through and deleted all of the "Default Budget Categories" and added my own. I noticed that the amounts I entered into the Automobile:Fuel were duplicated so I deleted the one that I had added using Tools->Budget manager and the totals were corrected. The category "Automotive" shows up in the "dropdown" categories when I enter a transaction and appear on the reports. Is it not supposed to appear on the left hand column under budgets? If this is the way it is supposed to work then there is no way to just look at "Automotive expense" with out generating a report on Income and expenses.
It does not appear in the dropdown at the top of the window either.
Max Brough
[email blocked]
Cell Phone: 801-499-7656
1 Peter 3:15 ...be ready always to give an answer to any man that asketh you a reason of the hope that is in you...
3 Posted by Angie Rauscher on 15 Aug, 2012 03:02 PM
Max,
I think you might be talking about the Budget Bars or Expenses Graph on the Homepage. You can find information on using the Budget Bars beginning on page 35 of the Moneydance 2011 user guide here. To have categories (not just accounts) displayed in the dropdown at the top left of the window, you'll need to check the "Show all accounts in Pop-up" box in your Moneydance preferences. For more details on adjusting your preferences, check out page 11 of the Moneydance 2011 user guide here.
Thanks for using Moneydance, and please let me know if I can be of further assistance,
Angie Rauscher
Moneydance Support
Angie Rauscher closed this discussion on 15 Aug, 2012 03:02 PM.
broughmax re-opened this discussion on 16 Aug, 2012 05:11 AM
4 Posted by broughmax on 16 Aug, 2012 05:11 AM
No I am not talking about either. I have attached a screen shot with annotation showing where I am talking about.
Max Brough
[email blocked]
Cell Phone: 801-499-7656
1 Peter 3:15 ...be ready always to give an answer to any man that asketh you a reason of the hope that is in you...
5 Posted by -Kevin N. on 16 Aug, 2012 12:35 PM
Hi Max,
Try clicking on the big plus sign ( + ) at the bottom of the side bar and see if it's listed there.
If so, highlight it and click 'Add'
If not, make sure that the Automotive:Fuel budget is listed in the 'Budget Manager' (Menu bar > Tools > Budget Manager)
Just as an FYI, you don't need to create separate budgets for each item that you want to keep tabs on. You can include any or all of those items as separate line items in one singular budget. (see attached screenshot)
HTH -Kevin N.
6 Posted by broughmax on 16 Aug, 2012 04:37 PM
Kevin: I deleted all Automotive categories, re-added them and then used the budget manager to add budget. Everything is working okay now. Probably user error in understanding of how categories and budgets interact with each other.
Thanks for your help.....
Max Brough
[email blocked]
Cell Phone: 801-499-7656
1 Peter 3:15 ...be ready always to give an answer to any man that asketh you a reason of the hope that is in you...
7 Posted by Angie Rauscher on 16 Aug, 2012 05:50 PM
Max,
Awesome, I'm so glad to hear it's working for you now. I hope things smooth out for you, but don't hesitate to ask if you have any other questions,
Angie Rauscher
Moneydance Support
System closed this discussion on 31 Mar, 2015 03:48 PM.