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Budget Problem

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trevor

Feb 10, 2010 @ 03:31 AM

Having a problem with the budget tool.

1) When I create a budget item for "Mortgage" category, it does not pull the totals in. When I make a mortgage payment, I split the payment into 3 categories all under the "Mortgage" umbrella (Mortgage:Principal, Mortgage:Interest, Mortage:Escrow). On the budget window, I only want to see it rolled together, but it doesnt total.

2) When I create the "Mortgage" listing in the budget window, it causes MD to get unresponsive. See screenshot to see what I mean (sidebar/top bar disappear). Only happens with the budget tool & when I do mortgage.

• Budget_Issue.jpg 77.6 KB

1. 1 Posted by Angie Rauscher on Feb 10, 2010 @ 02:58 PM

   

   AzGuy,

   Would you please let me know the version and build of Moneydance you are using, your OS, and the version of Java you are running? Also please let me know if this issue showed up when you installed a new build, or any other details you think may assist us in diagnosing this issue.

   Thanks for your help,

   Angie Rauscher
   Moneydance Support

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2. 2 Posted by trevor on Feb 10, 2010 @ 07:56 PM

   

   Hi Angie -

   Here is copy from the Console window:

   Starting Moneydance 2010r2 (740)
   Settings Folder: /Users/trevor/.moneydance
   OS: Mac OS X 10.6.2 i386
   Java: 1.6.0_17 (Apple Inc.)
   setStatus(Downloading BofA Checking, -1.0)
   setStatus(Downloaded zero new transactions for BofA Checking, 0.0)
   setStatus(Downloading BofA Saving, -1.0)
   setStatus(Downloaded zero new transactions for BofA Saving, 0.0)
   setStatus(Downloading Compass Bank, -1.0)
   setStatus(Downloaded zero new transactions for Compass Bank, 0.0)
   setStatus(Downloading TRowe Roth IRA, -1.0)
   Displaying error component: javax.swing.JScrollPane[,0,0,0x0,invalid,layout=javax.swing.ScrollPaneLayout$UIResource,alignmentX=0.0,alignmentY=0.0,border=,flags=328,maximumSize=,minimumSize=,preferredSize=,columnHeader=,horizontalScrollBar=javax.swing.JScrollPane$ScrollBar[,0,0,0x0,invalid,alignmentX=0.0,alignmentY=0.0,border=,flags=4194304,maximumSize=,minimumSize=,preferredSize=,blockIncrement=10,orientation=HORIZONTAL,unitIncrement=1],horizontalScrollBarPolicy=HORIZONTAL_SCROLLBAR_AS_NEEDED,lowerLeft=,lowerRight=,rowHeader=,upperLeft=,upperRight=,verticalScrollBar=javax.swing.JScrollPane$ScrollBar[,0,0,0x0,invalid,alignmentX=0.0,alignmentY=0.0,border=,flags=4194304,maximumSize=,minimumSize=,preferredSize=,blockIncrement=10,orientation=VERTICAL,unitIncrement=1],verticalScrollBarPolicy=VERTICAL_SCROLLBAR_AS_NEEDED,viewport=javax.swing.JViewport[,0,0,0x0,invalid,layout=javax.swing.ViewportLayout,alignmentX=0.0,alignmentY=0.0,border=,flags=25165832,maximumSize=,minimumSize=,preferredSize=,isViewSizeSet=false,lastPaintPosition=,scrollUnderway=false],viewportBorder=]

   Let me know if you need any other info.

   Thanks,

   Trevor

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3. 3 Posted by Ben Spencer on Mar 03, 2010 @ 07:45 PM

   

   Hi Trevor

   Budgeting for mortgage payments is not really possible as the loan (Mortgage) account is not an expense account it is a liability account. There really is no way around this. Given that Moneydance cannot create parent accounts that have children of different types.

   If you really want to budget mortgage payments the only way to do this is to not use a loan account for your mortgage and just have a single mortgage expense account.

   Sincerely

   Ben Spencer

   • Edit

4. Angie Rauscher closed this discussion on Jul 24, 2011 @ 07:36 PM.