[moneydance] Budget boost

Graham Borland graham at moonbog.net
Wed Mar 7 05:54:35 EST 2007


Let's say I have a regular monthly budget of £100 for holidays and 
travel. One month I get an unexpected bonus - a gift, or a work bonus - 
of £500 and I want to put this towards my holiday budget, in addition to 
the regular amount.

I think I can arrange this in the budget manager by adding a new budget 
entry for the holiday category, with the £500 bonus amount, starting and 
ending on the first and last of this month. (I leave the existing 
monthly budget amount untouched.)

When I view a budget report, covering either this month or several 
months, I will see the total budget including the regular monthly amount 
*and* this month's bonus amount added on top.

Is this correct? Is there a simpler way of doing it? This approach seems 
to work but it will leave my budget littered with lots of historical 
one-off entries, making it harder to manage.

Would it be better or neater to try and arrange a transaction into the 
holiday category for the bonus amount? At the moment I have the 
transaction coming from an income category and going into the relevant 
bank account.

-- 
Graham Borland
graham at moonbog.net


More information about the moneydance-info mailing list