[moneydance] Envelope Budgeting/Category Balances...

Robert Kuropkat robert at kuropkat.com
Tue Apr 8 16:27:53 EDT 2008


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All,

Just downloaded MoneyDance and looking to crowbar the Envelope Budgeting
System into it.  I found a discussion on the forums for this with this
mention in particular:

http://moneydance.com/trac/wiki/Envelope_Budgeting

which outlines basically what I had come to work out myself when I saw
that Categories have a "balance."  My question on the forum and here
[apologies for the cross-post] is what breaks by doing this?

Basically, you are using one Category [such as salary, or in the above
example, a more generic one called Income Case Pool in the verbiage of
Mvelopes] to create transactions between Categories.  This will in
effect "zero out" all of your categories [a minor simplification] each
month rather than letting them grow to infinity.

Because of this, I was wondering what reports/graphs/widgets/etc. in the
MoneyDance UI will misfire doing this?

Robert Kuropkat

P.S.  Is there a way to search the email list archives?




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