Saving a Scheduled Transaction changes budgeted amount for this category in Monthly budget

Legacy KB ID: 5238

Question

Why does my budget get changed for the category I use in creating a scheduled transaction?

Answer

Manually update budget for the rest of the year to allow for the amount of the scheduled transaction.

The Issue

This issue will arise when you save a scheduled transaction for an amount to a category that is greater than the budgeted amount. 

You will be given a warning:

Update Budget Amounts?

This scheduled bill or deposit will cause you to exceed your budget.  Would you like to update your budget amount?

If you click Yes, then all months will be updated to this amount, even if previously you assigned 0.00 for the month.

If you do not see the warning, then on a previous occasion you were presented with this warning and you ticked the box Don’t show this message again.  All months will be updated to at least the amount of this scheduled transaction.

If you click No to the message and do not click on Don’t show this message again, then the budget will not be adjusted and the next time this action is taken the message will be presented. 

Workaround

Manually alter the budget to reflect the correct amounts

Months forward of today should show an amount at least equal to the scheduled transaction.

Past months can be returned to their original levels.

To restore the warning message

Uninstall and re-install Reckon Accounts Personal range. 

Need more help?
Ask the Reckon Community at: https://community.reckon.com/reckon.