Budgeted amount does not change after you delete a recurring bill or deposit in Money (318841)



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
  • Microsoft Money Deluxe 2002
  • Microsoft Money Deluxe & Business 2002
  • Microsoft Money Suite 2002

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

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.
  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:MinorLast Reviewed:1/9/2006
Keywords:kbprb KB318841