M06 Deluxe Budgeting Issues

I am still trying to fix the budgeting feature in Money 06. I cannot switch 
from Essential Budget to Advanced and Essential Budget does not appear to 
work correctly.
Let's start with Essential Budget:
I have tried repairing the file both Quick and Standard without affect.
I have tried deleting all Income and Expense without affect.
However I have noticed that with all these deleted the budget looks strange. 
When looking at the Expense page the summary says $0 Income and $0 Expenses 
Net $0, but when looking at the Income page the summary indicates a $2960 
expense for a Net -$2960 budget. 
I saw something about starting a new file and importing QIF file which I 
though I would try but it looks like I can only export 1 account at a time 
and this file has over 225 accounts in it. I certainly can't do that.
Are there any other solutions? I want to get to Advanced Budgeting mode 
preferably, but in lieu of that would be slightly satisfied to get the budget 
to net out correctly in the Essential mode. I suspect the two issues may 
share the same root cause and it may be this "phanton" $2960 in expenses that 
is keeping me from switching to Advanced mode. Without a budgeting feature, 
this program is really little more than a checkbook in terms of functionality 
for me anyway. I have transactions dating back to 1998 in this Money file, I 
would hate to lose all that information by creating a new file and am not 
even sure that would fix the budgeting problem. Please help or point me in a 
direction.
0
Colety1 (6)
11/2/2005 3:20:07 PM
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More information: 
I have discovered WHAT but not WHY the mysterious $2960 of expenses are in 
the budget when all items have been zeroed.
It appears to be coming from:
Bills/Sattelite Cable
Business/Supplies
and varios iems from my wifes Paycheck such as:
Healthcare reimbursement
Insurance Dental
Insurance Health
Insurance Life
Income Tax
Medicare Tax
SS Tax
Interestingly these all appear to be rounded off numbers like I would have 
entered into a budget, not anything "calculated". I am suspecting it is some 
legacy from my old M05 budget account. Still hasn't helped me to figure out 
how to either get rid of it or switch to Advanced Budgeting though.


"Colety" wrote:

> I am still trying to fix the budgeting feature in Money 06. I cannot switch 
> from Essential Budget to Advanced and Essential Budget does not appear to 
> work correctly.
> Let's start with Essential Budget:
> I have tried repairing the file both Quick and Standard without affect.
> I have tried deleting all Income and Expense without affect.
> However I have noticed that with all these deleted the budget looks strange. 
> When looking at the Expense page the summary says $0 Income and $0 Expenses 
> Net $0, but when looking at the Income page the summary indicates a $2960 
> expense for a Net -$2960 budget. 
> I saw something about starting a new file and importing QIF file which I 
> though I would try but it looks like I can only export 1 account at a time 
> and this file has over 225 accounts in it. I certainly can't do that.
> Are there any other solutions? I want to get to Advanced Budgeting mode 
> preferably, but in lieu of that would be slightly satisfied to get the budget 
> to net out correctly in the Essential mode. I suspect the two issues may 
> share the same root cause and it may be this "phanton" $2960 in expenses that 
> is keeping me from switching to Advanced mode. Without a budgeting feature, 
> this program is really little more than a checkbook in terms of functionality 
> for me anyway. I have transactions dating back to 1998 in this Money file, I 
> would hate to lose all that information by creating a new file and am not 
> even sure that would fix the budgeting problem. Please help or point me in a 
> direction.
0
Colety1 (6)
11/2/2005 5:37:02 PM
I am constantly revising my budget because our finances keep changing. 
These phantom amounts drive me nuts and they usually result from deleting a 
scheduled bill or deposit or changing the amount of a scheduled bill or 
deposit.  Deleting them is a bad idea because they don't go away but rather 
come back to haunt you in strange ways.  To get rid of scheduled bills or 
deposits I use the This bill will end at some point option in the Edit 
dialog.  I put 12/31 of the prior year in the two date boxes and 0 in the no 
of payments remaining box.   Click ok and see what happens.  Usually I have 
to do it twice before the item actually goes away.  Sometimes I have to 
enter Other in the payment method box to make it work.  You can usually get 
to the Edit dialog by right clicking on the item in the budget summary.  If 
there is no item to edit when you right click, which happens to some people, 
my idea will not work.

If your budget is hopelessly messed up and you have no backup copy of your 
file to revert back to, you can try deleting your budgets completely and 
recreate them manually.  I tried this once but it did not work.  Phantom 
numbers were still there.  Then I tried exporting all my data in qif files 
and reimported them back into a new Money file.  That worked but it is a lot 
of work.  I had about 60 accounts and you do have to export them one at a 
time but you can import them in a big batch I think.  Don't remember the 
details of the process very well but Money tells you what to do so you only 
have to follow the built in instructions.  You have a lot of accounts (225) 
and are looking at 2 days work but it would be worth it to me.   You do not 
loose any transaction data in this process, but you do get rid of old 
budgets which must be recreated manually in the new file.  You are right, 
without a good budget, Money would be nearly worthless.  I can balance my 
checkbooks in my head usually or on a scrap of paper if they get extra 
active.  I need Money for the budget and other reports.

This budget problem is really annoying and I am following Moneydance hoping 
to switch when it matures.  You might want to watch MD's progress as well. 
The developer is hoping to exceed Quicken/Money in functionality without the 
downsides.  I think he has a chance so I bought a copy and I test it every 
few months to follow the progress.  Many people are completely happy with it 
as it now stands.

Regards,

Bill Wood
Fountain Hills, AZ





"Colety" <Colety@discussions.microsoft.com> wrote in message 
news:2119B178-9938-4137-BDA7-DA28DD0F6BC5@microsoft.com...
>I am still trying to fix the budgeting feature in Money 06. I cannot switch
> from Essential Budget to Advanced and Essential Budget does not appear to
> work correctly.
> Let's start with Essential Budget:
> I have tried repairing the file both Quick and Standard without affect.
> I have tried deleting all Income and Expense without affect.
> However I have noticed that with all these deleted the budget looks 
> strange.
> When looking at the Expense page the summary says $0 Income and $0 
> Expenses
> Net $0, but when looking at the Income page the summary indicates a $2960
> expense for a Net -$2960 budget.
> I saw something about starting a new file and importing QIF file which I
> though I would try but it looks like I can only export 1 account at a time
> and this file has over 225 accounts in it. I certainly can't do that.
> Are there any other solutions? I want to get to Advanced Budgeting mode
> preferably, but in lieu of that would be slightly satisfied to get the 
> budget
> to net out correctly in the Essential mode. I suspect the two issues may
> share the same root cause and it may be this "phanton" $2960 in expenses 
> that
> is keeping me from switching to Advanced mode. Without a budgeting 
> feature,
> this program is really little more than a checkbook in terms of 
> functionality
> for me anyway. I have transactions dating back to 1998 in this Money file, 
> I
> would hate to lose all that information by creating a new file and am not
> even sure that would fix the budgeting problem. Please help or point me in 
> a
> direction. 


0
William
11/3/2005 3:04:15 PM
I had the same problem and worked with MS Support to resolve. My problem 
started when I deleted budgeted items instead of setting an End Date. My 
resolution was a series of changes but a lot less than exporting/importing 
all my accounts.

MS Support had me create new categories and move stuff around. I don't 
recall all the details but I managed to get it fixed in about two hours 
after a few emails and phone calls with MS Support.

"William R Wood" <secret@???.net> wrote in message 
news:uMyhnfI4FHA.3876@TK2MSFTNGP09.phx.gbl...
>I am constantly revising my budget because our finances keep changing. 
>These phantom amounts drive me nuts and they usually result from deleting a 
>scheduled bill or deposit or changing the amount of a scheduled bill or 
>deposit.  Deleting them is a bad idea because they don't go away but rather 
>come back to haunt you in strange ways.  ...

--
Greg T. 


0
gt1 (6)
11/6/2005 11:52:59 PM
Thanks, that is something I never heard.  I did talk to MS support about the 
issue but I received no useful advice.  I managed to fix all of my budget 
problems myself and only went through the export-import hassle because my 
Money file was old, maybe 15 years, and seriously slowing down.  The budget 
problems were secondary.  The new Money file after the import was 
significantly smaller and much faster than my old file which had hundreds of 
patches and fixes over the years and was probably full of mysterious 
gremlins.

It is good to know that there is another way to solve the phantom budget 
number problem, however.   But it may be difficult to get an MS tech support 
person who knows what they are doing.  I too use the End Date method of 
deleting scheduled bills or deposits now rather than just using the delete 
button.  I am still not happy with this situation because I already have 5 
or 6 End Date type deletions in my 2005 budget and several other revisions 
some of which have produced phantom numbers.  I fixed all of them but 
somewhere in the Money file these weird semi-deleted budget items are still 
floating around which I am sure slows the file down.  Over the years these 
items get more numerous and really affect performance.  MSFT needs to fix 
the budget/scheduled bills module so you can easily and cleanly delete and 
modify items without any problems.


Regards,

Bill Wood
Fountain Hills, AZ



"Greg" <gt1@insight.rr.com> wrote in message 
news:vHwbf.90343$Hs.38666@tornado.ohiordc.rr.com...
>I had the same problem and worked with MS Support to resolve. My problem 
>started when I deleted budgeted items instead of setting an End Date. My 
>resolution was a series of changes but a lot less than exporting/importing 
>all my accounts.
>
> MS Support had me create new categories and move stuff around. I don't 
> recall all the details but I managed to get it fixed in about two hours 
> after a few emails and phone calls with MS Support.
>
> "William R Wood" <secret@???.net> wrote in message 
> news:uMyhnfI4FHA.3876@TK2MSFTNGP09.phx.gbl...
>>I am constantly revising my budget because our finances keep changing. 
>>These phantom amounts drive me nuts and they usually result from deleting 
>>a scheduled bill or deposit or changing the amount of a scheduled bill or 
>>deposit.  Deleting them is a bad idea because they don't go away but 
>>rather come back to haunt you in strange ways.  ...
>
> --
> Greg T.
> 


0
William
11/7/2005 1:10:33 AM
Basically, you have to change all the transactions and remaining scheduled 
bills for that category to a new category, add that new category to your 
budget, and remove the old category from the budget.

The reason is you can't edit the old scheduled bill to move it instead, 
which would be infinitely easier. Of course, if you could edit the scheduled 
bill, you'd just put an end date on it, rather than jumping through all the 
hoops.
-- 
Chris Cowles
Gainesville, FL


"William R Wood" <secret@???.net> wrote in message 
news:u3y1Ugz4FHA.1184@TK2MSFTNGP12.phx.gbl...
> Thanks, that is something I never heard.  I did talk to MS support about 
> the issue but I received no useful advice. 


0
NoSpam1246 (979)
11/7/2005 2:14:36 AM
Thanks Chris, I will file this away if I get stuck in the future.

Bill Wood




"Chris Cowles" <NoSpam@For.me> wrote in message 
news:OCKpDE04FHA.476@TK2MSFTNGP15.phx.gbl...
> Basically, you have to change all the transactions and remaining scheduled 
> bills for that category to a new category, add that new category to your 
> budget, and remove the old category from the budget.
>
> The reason is you can't edit the old scheduled bill to move it instead, 
> which would be infinitely easier. Of course, if you could edit the 
> scheduled bill, you'd just put an end date on it, rather than jumping 
> through all the hoops.
> -- 
> Chris Cowles
> Gainesville, FL
>
>
> "William R Wood" <secret@???.net> wrote in message 
> news:u3y1Ugz4FHA.1184@TK2MSFTNGP12.phx.gbl...
>> Thanks, that is something I never heard.  I did talk to MS support about 
>> the issue but I received no useful advice.
>
> 


0
William
11/8/2005 3:19:07 PM
"William R Wood" <secret@???.net> wrote in message 
news:OMDlOfH5FHA.2396@TK2MSFTNGP14.phx.gbl...
> Thanks Chris, I will file this away if I get stuck in the future.

I think that's in Dick's FAQ, and you'll find it somewhere on MSKB. 


0
NoSpam1246 (979)
11/9/2005 12:49:51 AM
I think i'm having the same problem(s)... I have a catagory 'Paycheck' which 
has 4 deposits for the year, but also contains 4 times as much income in 
historical numbers.  Budget shows you the numbers it is referencing to figure 
the monthly income number, but it ignores most of it - only gives a number 
1/3rd of the actual value of the last year's transactions!

No way to modify it, no way to fix it, no logic behind it, and I can't get 
support because I, stupidly trusting Microsoft, installed a trial version of 
2006 and removed, as it told me to, my 2004 version - and as it's a trial - I 
don't get support!

If this is a bug and it doesn't work - Shouldn't the line about 'improved 
budget features' be taken off the marketing info?

"Chris Cowles" wrote:

> "William R Wood" <secret@???.net> wrote in message 
> news:OMDlOfH5FHA.2396@TK2MSFTNGP14.phx.gbl...
> > Thanks Chris, I will file this away if I get stuck in the future.
> 
> I think that's in Dick's FAQ, and you'll find it somewhere on MSKB. 
> 
> 
> 
0
Cyphire (4)
11/9/2005 6:46:05 AM
"Cyphire" <Cyphire@discussions.microsoft.com> wrote in message 
news:E12134C7-DC2B-47BC-BEFB-10818C6668DB@microsoft.com...
>
> No way to modify it, no way to fix it,

You cannot modify the old scheduled paychecks but you can fix the budget. I 
outlined the method in my previous response.
-- 
Chris Cowles
Gainesville, FL



0
NoSpam1246 (979)
11/10/2005 12:54:16 AM
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