Microsoft KB Archive/191240

Money 99: Budget Forecast Shows the Transaction One Month Later

PSS ID Number: Q191240 Article last modified on 08-15-1998

WINDOWS:99

WINDOWS

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The information in this article applies to:

 == Microsoft Money 99 == 

= SYMPTOMS =

When entering custom monthly budget amounts in any area of the Budget Planner, the forecast for those amounts appears one month later than specified in the custom budget. You most often see this late in the month, when the forecast is configured for monthly detail.

= CAUSE =

Money bases the custom monthly budget on months starting with the current day. So if you are viewing the budget on March 15, the preceding months will start on April 15, May 15, and so forth. This can cause unscheduled transactions to appear in the month following the actual month that they are scheduled for.

Additionally, when viewing a budget late in the month, an unscheduled transaction for the current month appears in the next month, despite viewing at the end of the current month.

= RESOLUTION =

To resolve this issue, customize the graph so unscheduled transactions occur at the start of the month. To do this, follow these steps:


 * 1) On the navigation bar, click Planner.
 * 2) Click Budget Planner.
 * 3) In the left pane, click Forecast. The Budget Forecast graph appears with text above it.
 * 4) In the text above the graph, click the link labeled “Click here to customize this graph” (where the word “customize” is underlined).
 * 5) In the Customize Report dialog box, click the Rows & Columns tab.
 * 6) In the Unscheduled Monthly Expenses Happen list, click “First of the Month (Pessimistic).”
 * 7) Click Apply, and then click OK.

The custom budget amounts move to the start of the month, and appear in the correct month on the graph.

= STATUS =

Microsoft has confirmed this to be a problem in the Microsoft products listed at the beginning of this article.

= Additional query words: w_money 7.0 wrong chart incorrect budget toy =

Keywords : kbdta Version : WINDOWS:99 Platform : WINDOWS Issue type : kbbug Solution Type : kbpending ============================================================================= Copyright Microsoft Corporation 1998.