Main > Help ["budget amount" and "total available"]
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support
Administrator
Re:
Thanks for the feedback. So basically if you budget the same amount each month, you just want to view how your available amount gets adjusted based on how much you've spent. We'll look into adding this as an option for viewing carryover amounts where your budget amount doesn't get affected but your available will get adjusted.
03/09/2009 16:23:15
tara
User
Re:
D & C, that's what i mean, i'm looking for the 'budgeted' column to have that base amount that we want to put towards that particular item every month.
i guess it doesn't really matter, i mean even if i was bring home the grocery or gas money or something to stash in an actual envelope i could just take out the 'total available'. i just liked the idea of knowing where each month's income is going and that column was my breakdown . . . until we entered our second month! :)
03/09/2009 15:11:49
David & Christina
User
Re:
hmm, I'm sure I would have run into this problem, too, if I had gotten through a whole budget yet. See, what we like to do is have the on-going budgeted amount, which is the amount that comes out of that month's income (the base budget amount, if you will, which we can change every month if we need to, but which mostly stays the same), then we have the available balance, which includes the stuff carried over from the month before, and obviously the current running total from that month. Thinking about it, I wonder if the "base amount" is supposed to be the amount "deposited" into that category in your version. I like being able to see it as a separate column in my budget, though. Not sure if that makes sense? I should maybe stop talking till I get better versed in the program =)
03/08/2009 23:43:01
support
Administrator
Re:Help ["budget amount" and "total available"]
The reason it affects your Budget instead of just the Available amount is your available amount is a direct reflection of how much you've specified you want to spend for the month as stated in your Budget. Lets say your carry over adjusted your Available amount to $5.00 but your Budget said you could spend $50.00. This could potentially create a problem with not knowing if you could spend $5.00 or $50.00 and the formula [Budgeted - Spent = Available] would no longer be accurate. If it becomes difficult to manage, you can remove the carry over feature for now by updating your Budget Entry and unchecking "Carry Over" so that the budget amount always stays the same. We'll continue to give this some thought on how to make it easier and thanks again for the input.
03/08/2009 15:14:43
tara
User
Re:
yeah i get that it's carrying over into the total available column but why does it carry over in to my 'budget' one? then when we get paid, it's hard to know how much is for each bill/item because it's carried it over from last month as well.
it's just creating a negative because when it adds the 'budget column' it's more than our income because it's counting the carry overs. just hurts my brain :/
03/08/2009 13:53:03
support
Administrator
Re:
Yes, the total available is just a calculation of your Budget minus your Spent column. So for instance, if you have $10 left over in the available column, that amount gets carried over to the following months budget amount which means you now have a budget of $10 extra but it also works the reverse in that if you overspend your budget, the carry over feature will deduct the amount available from the following months budget amount which is probably why you are seeing negative amounts. If you have an idea for an added feature that you think would be useful like possibly having a settings for not allowing a budget amount to carry over negative amounts, please let us know and we can look into adding it in.
03/08/2009 03:18:49
tara
User
"budget amount" and "total available"
this is only our second month so, again, i'm not sure if i set something up incorrectly. I thought that carrying over the amounts remaining in an 'envelope' would only show in the "total available" column, but it seems to be adding it to the "budget amount" as well. so on the first of march before we listed any transactions those 2 columns were the same. i want the "budget amount" column to show what we're planning on spending this month, then we make our purchases and it's all showing up in the spent/deposited column which is great, and i have the "total available" with our banked amounts and what we're adding this month. Is that possible and I just did something wrong? It's adding it all up at the bottom and showing us a negative "net total" in the budget summary because it's adding money from the previous month into the "budget amount"
