Changing Amounts in Future Expenses/Income

othera's Avatar


30 Apr, 2010 03:06 PM

I am an ex-MS Money user. There was a useful method by which when you can change a particular future income/expense without affecting the other in that category.

Example: My Electricity Bill is estimated at $100 per month and hence reflects in the Budget and Forecaster as such. Suppose I want to change next month's (only) to $125, in MS Money I could do it [it gave me a choice between "Edit Series" or "Edit Single Occurrence"] without affecting the other month's.

Do you have some edit function like that on Moneydance?


  1. 1 Posted by Ben Spencer on 30 Apr, 2010 03:22 PM

    Ben Spencer's Avatar

    Such a facility does not exist in Moneydance. However when you click on a reminder in the reminder notifications window on the home page you can change the amount of the transaction before clicking the record button.

    I am sorry if this does not meet your needs.

    Ben Spencer
    Moneydacen Support

  2. 2 Posted by othera on 30 Apr, 2010 03:43 PM

    othera's Avatar

    That is - at the point of entry and not as a future transaction, right?

    If so, is this something that your software people can add into the program? It makes a huge difference especially in the budget forecast realm.


  3. 3 Posted by Tom Freeman on 16 Jun, 2010 07:57 PM

    Tom Freeman's Avatar


    I talked to the developers and they are working on added functionality to the budgeting features similar to what you suggest. It may not happen until 2011 release.


  4. Angie Rauscher closed this discussion on 24 Jul, 2011 07:54 PM.

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