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Michelle
User
Re:Strange balances in budget
Ah, Thank you. I'm not sure how I missed that when I was looking for differences between the two. I've corrected it, and my balances are finally adding up like I would expect. Thank you for your help.
04/06/2011 10:16:59
support
Administrator
Re:Strange balances in budget
It looks like you have your Dining Out setup as an income/deposit budget and your Entertainment is setup as an expense budget. If you click on the name you can edit the type of budget each one is. This would explain why your total is subtracting one amount from the other.
03/31/2011 22:31:12
Michelle
User
Re:Strange balances in budget
I'm still not convinced it's working properly...

When I click on the budget category, it no longer says that it's tied to income, so that's an improvement, but it's still acting like it is.

To concentrate on a small subset of my budget, I have only one single transaction in my account, which is a deposit split among many categories. One of those is a $60 deposit to my "dining out" category and a $203.94 deposit to my "entertainment" category. On the budget page, the budgeted amount is shown as $0 for both of these categories. The spent/deposited amount is $203.94 for entertainment and $60 for dining out. I would expect that the "Total left" would accordingly be $203.94 and $60, for a total of $263.94. However, it's showing up as +$60 and $203.94, and the total for the larger category is treating it as $203.94-$60=143.94. This doesn't seem to make sense to me. I have allocated $75 to each category in an income item I have set up, but I haven't actually recorded an instance of that income, and regardless, they should both be the same. I did notice that the Entertainment line in the income has an option for tax/deduction that the other one does not, but it's unchecked. I'm not sure I'm explaining that well, so on the off chance it's relevant, I'll email a screenshot in case that helps.
03/31/2011 12:28:24
support
Administrator
Re:Strange balances in budget
Thank you for the email. Please try it now.
03/31/2011 01:27:36
support
Administrator
Re:Strange balances in budget
Thank you. Please email us the name of the sub-category you are seeing this happen to, to service@budgettracker.com so we can investigate the issue.
03/26/2011 13:06:19
Michelle
User
Re:Strange balances in budget
But that doesn't seem to be the way it's working. When I click the "Break tie with budget" button, it takes me back to the overview of my budget, and then I click the same item again, and instead of having the option to enter the amount I want to budget, it still says "This budget item is tied to a Bill or Income", with the button to break the tie.
03/25/2011 09:31:31
support
Administrator
Re:Strange balances in budget
Yes, when you create an income item it will automatically create an income budget item. If you click on break tie, your budget category will still remain in the budget but instead of pulling the budget amount automatically from your Income item, it will remain a static amount which you can update on the My Budget page. The reason it stays after breaking the tie is that some people may want to tie more than just your bill or income to that category when creating a new transaction for example.
03/24/2011 00:32:12
Michelle
User
Re:Strange balances in budget
Perhaps then, I'm just not asking the right question. How is it determined to be "deposit budgeting"? I have no recollection of setting some of my categories up different than others. Is it simply because my income goes in as a split transaction to these categories? I have the "tie to budget" box unchecked for each income item, yet some of my budget items say they are tied to my income. Clicking the button to break the link seems to do nothing.
03/23/2011 15:43:35
support
Administrator
Re:Strange balances in budget
The amount left over in deposit budgeting, gets reduced whenever you enter a deposit transaction since you are calculating how much is left until the total deposit is achieved. Once you deposit more money than you've budgeted for the month, your left over turns into a plus symbol indicating you've deposited more money than you've indicated in your budget.
03/22/2011 00:55:23
Michelle
User
Re:Strange balances in budget
But how can having more money deposited than I planned on result in a negative balance in my budget?
03/21/2011 12:27:22





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