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