Deleted Reoccurring Bills and Deposits Are Not Removed from the Budget (823215)


The information in this article applies to:

  • Microsoft Money 2004 Deluxe
  • Microsoft Money 2004 Premium
  • Microsoft Money 2004 Small Business
  • Microsoft Money 2004 Standard
  • Microsoft Money 2003 Deluxe
  • Microsoft Money 2003 Deluxe and Business
  • Microsoft Money 2003 Standard
  • Microsoft Money 2002

SYMPTOMS

When you remove reoccurring bills and deposits from bills or deposits in the Managed scheduled bills and deposits list, they are not removed from the budget.

RESOLUTION

To resolve this issue, follow these steps:
  1. Edit the current transaction to include an end date. To do so, follow these steps:
    1. Right-click the bill, and then click the Edit series.
    2. Click This series will end at some point in time.
    3. Set the ending date to the date that the bill ended, and then click Done.
  2. Delete the bill from the Bills & Deposits list.
When you view the budget, the amount will now be correct for the month after the bill ended. If this does not resolve the issue or if the bill has already been deleted, follow the steps in the "Workaround" section of this article.

WORKAROUND

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. Remove the new category from the budget. To do so, 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.
  8. On the Planner menu, click Budget Planner.
  9. Click the Expenses page that you want to change.
  10. Click Expenses.
  11. Click the new category that you created, and then click Remove.
  12. Click Done.
  13. 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.
Modification Type:MajorLast Reviewed:11/11/2004
Keywords:kbprb KB823215 kbAudEndUser
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