Microsoft KB Archive/318841

= Budgeted amount does not change after you delete a recurring bill or deposit in Money =

Article ID: 318841

Article Last Modified on 8/2/2007

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APPLIES TO


 * Microsoft Money Plus Deluxe
 * Microsoft Money Plus Premium
 * Microsoft Money Plus Home & Business
 * Microsoft Money 2007 Deluxe
 * Microsoft Money 2007 Premium
 * Microsoft Money 2007 Home & Business
 * Microsoft Money 2006 Deluxe
 * Microsoft Money 2006 Premium
 * Microsoft Money 2006 Small Business
 * Microsoft Money 2006 Standard
 * Microsoft Money 2005 Deluxe Edition
 * Microsoft Money 2005 Premium Edition
 * Microsoft Money 2005 Small Business Edition
 * Microsoft Money 2005 Standard Edition
 * Microsoft Money 2004 Deluxe Edition
 * Microsoft Money 2004 Premium Edition
 * Microsoft Money 2004 Small Business Edition
 * Microsoft Money 2004 Standard Edition
 * Microsoft Money 2003 Deluxe Edition
 * Microsoft Money 2003 Deluxe and Business Edition
 * Microsoft Money 2003 Standard Edition
 * Microsoft Money 2002 Standard Edition
 * Microsoft Money 2002 Deluxe Edition
 * Microsoft Money 2002 Deluxe and Business Edition
 * Microsoft Money 2002 Suite

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This article was previously published under Q318841





SYMPTOMS
After you delete an existing recurring bill or deposit in Microsoft Money, the budgeted amount of the relevant budget category does not change correctly in the Budget Planner, or you may see the amount of the deleted bill or deposit added to the category resulting in a doubling of the amount.



WORKAROUND
If you are using Money 2007 or later, use the Remove all Bills data repair option to clear out all bills and to resolve this problem. To do this, click File, and then click Repair Money file. Because this option removes all bills, be sure to follow the instructions that are displayed when you choose the Remove all Bills data repair option.

To work around this issue, you must show that the recurring bills and deposits from the Budget Planner have reached their ending date. For example, follow these steps:
 * 1) On the Planner menu, click Budget Planner.
 * 2) Right-click the category that you want to edit, click Edit, and then click OK.
 * 3) In the Pay from box, click any account.
 * 4) In the Next due date box, click a date from several months in the past.
 * 5) At the bottom of this page, click This series will end at some point in time.
 * 6) In the Date of final transaction box, click the same date that you chose in step 4.
 * 7) Click OK.

The budgeted amount should now be correctly reflected in the corresponding budget category.

To work around this issue, you must move the transactions from their current category to a new temporary category. This clears the original category from the budget.

To remove the new category from the budget, follow these steps:
 * 1) Start Money.
 * 2) On the navigation bar, click Accounts & Bills, and then click Categories & Payees.
 * 3) In the left pane, click Categories.
 * 4) To add a new category, click New under Set up your categories, and then follow the instructions that appear on the screen.
 * 5) Select the category or subcategory that you want to reset.
 * 6) Click Move.
 * 7) On the drop down menu, click the new category that you created, and then click OK.

Note This moves all the bills and accounts to the new category, replacing the old category and its subcategories. You may just select a subcategory instead of its parent category to replace.
 * 1) On the Planner menu, click Budget Planner.
 * 2) Click the Expenses page that you want to change.
 * 3) Click Expenses.
 * 4) Click the new category that you created, and then click Remove.
 * 5) Click Done.
 * 6) Repeat steps 5 through 12 for a reoccurring bill or deposit that you want to remove from your Budget.

For more information about restoring your original categories, click Microsoft Money Help on the Help menu, type restore categories in the Search for box in the Assistance pane, and then click Start searching to view the topic.

Additional query words: Money 2002

Keywords: kbprb KB318841

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