HomeBank

Budget and Different Monthly Allotments

Asked by tanna

I am having a problem when I attempt to assign different monetary values in a category for each month's budget, rather than having the same budgeted amount each month. When I apply different values for each month, the expense in that category does not show up in the budget report. If I change it back to a fixed amount per month, the expense is listed properly. I am not sure if this is a bug, or if I am missing a step or trick to get this working. Please let me know if any additional information would be useful.

Thanks,

Tanna

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Maxime DOYEN
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Maxime DOYEN (mdoyen) said : 		#1

What is your HomeBank version and platform ?

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tanna (tanna-borrell) said : 		#2

I have version 4.0.3, and am running Microsoft Windows XP Professional.

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Maxime DOYEN (mdoyen) said : 		#3

This will probably solved by bug #371404 in 4.0.4.

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tanna (tanna-borrell) said : 		#4

Unless that bug fix does more than it says in that page you linked, I don't think so. The problem is not that the values are not stored (because they are), it is that the budget report is not properly dealing with the values when they are different for each month.

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Maxime DOYEN (mdoyen) said : 		#5

That's right there still a bug out there.
But already fixed it.
Thank for reporting.

Max.

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tanna (tanna-borrell) said : 		#6

That is not at all the problem I am having. I am not having a problem with entering data in the budget. I am having a problem with the expense listing in the budget report.

For example. I put in a value for the budget category 'lunch' every month ($30), and the budget report shows that I spent $15 on lunches, and that there is a deficit of green $15 for that month. That works fine.

When I put in different values for every month (say in January I only budget $15 for lunch because I will be traveling, but $30 for all the other months), the budget report stops recognizing the expenses in the lunch category, and will show that I did not spend anything on lunches, and that the entire budget value has not been spent, no matter how much money was actually spent on lunches.

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Best Maxime DOYEN (mdoyen) said : 		#7

Yes, this bug is fixed #385164 after you reported here in that question in your post on 2009-06-08.
I opened a bug, and fixed it just after.
I have also make a complete tour on budget with other bugs and everything should be fine in v4.0.4.
If not please fill a bug, not a question, thanks a lot.

Max.

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tanna (tanna-borrell) said : 		#8

I see. That was not the bug you linked to earlier. Thanks.

I filed a question rather than a bug because I wasn't sure if I was doing something incorrect, or if it was the software.

Thanks for your time.

Tanna

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Maxime DOYEN (mdoyen) said : 		#9

Your welcome ;-)
In fact, I must admit, I hope I have fixed all problems on budget.
Feel free to fill a bug after the 4.0.4 release if a problem persist, heaven if the problem is not.
I prefer bugs, because, I usually think to read bugs rather than question.

Max.