[moneydance] MD 565 Budgeting

[Sean Reilly]

Hi Rich,

For "don't repeat" items it is important that you set an end date.
For an item like this you may want to set the end date to be the same
as the start date.  Can you try that and let me know the result?

Thanks,
Sean


On 4/7/07, Richard Bair <bairs5 at charter.net> wrote:
> Has anyone had expected results with a "Don't Repeat" budgeted item?  For
> example, I have homeowners dues for $150 in March.  So I set it up as a
> 3/8/07 "Don't Repeat".  The 3/8 is the meeting date that I take my check with
> me.  If I run a last month's budget report I see:
>
> Case 1:  don't repeat, 3/8, $150
> $18.75 budgeted  $150 actual
>
> Now, if I keep everything the same except I change to 3/1 I see:
>
> Case 2:  don't repeat, 3/1, $150
> $150 budgeted  $150 actual
>
> Now in either case above if I run a year to date budget I see:
>
> Case2:  $2.50 budgeted  $150 actual
> Case1:  $2.24 budgeted $150 actual
>
> I don't want to use annual as that would average out each month and at the end
> of the year it would be correct; however, it would be off during the year.
>
> Thanks,
> Rich
>
>
>
>
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