The year to date and and last 2 months has been updated. Please let us know if you see any issues.
03/12/2008 23:49:09
ken
User
Re:Yearly Budget Items
It was working great yesterday. The only thing was it didn't put any mark to indicate it was a yearly item. Not a big deal though. Tonight it seems like it reverted back to the old method of just listing the yearly budgeted amount w/no YTD total.
03/12/2008 22:58:39
support
Administrator
Re:Yearly Budget Items
Thank you. We are working on correcting this for yearly budget items.
03/11/2008 22:20:51
ken
User
Re:Yearly Budget Items
The Yearly button is fixed but when you go to the YTD view it multiplies the yearly amounts by the # of months. Another request is to be able to view the $ amts for YTD Budgeted, YTD Spent and the YTD % when in the YTD view-also in the Summary below. When in the Monthly view it should show what is Budgeted for the year(maybe w/"Y" next to the $ amt) and what has been spent so far in the month as well as show up in the Summary below.
03/11/2008 02:47:28
support
Administrator
Re:Yearly Budget Items
Thank you for the clarification. We've uploaded a fix for this issue. Please try it now and let us know if you're still seeing any issues.
03/11/2008 00:05:37
ken
User
Re:Yearly Budget Items
I've tried playing around with it a little. They didn't delete the budget items but It will display my yearly budget items only when I am in the month that it starts. IE-if I set it to start in January I have to make sure I'm on the January budget tab. What if I would like to know how I'm doing YTD including the items that I have set as yearly amounts? Also, when you first choose "Add to Budget" it doesn't give you the "Yearly" option. Am I missing something or is there a reason?
03/10/2008 22:52:03
support
Administrator
Re:Yearly Budget Items
Thank you. If you click the recurrence dropdown, you should see a selection for yearly just above "Custom...". As far as Custom removing your entries, we'll look into this issue.
03/10/2008 16:50:57
ken
User
Yearly Budget Items
Thanks again for your quick replies. When I set up a budget item it doesn't give me an option to make it a yearly item. Then if I go into Custom it will give me the option for yearly. But after saving it removes the Category from my Budget even when in Year to Date mode. Also when I try adding in different amount throughout the year for my Income it erases what I enter in December as well as removes it from the Budget. Its very possible I'm not entering things the right way. Please let me know. Thanks.
