Budget vs Actual

Suggest ideas on how to improve Metalogic Finance Explorer and comment on other users' ideas.
praewarn
Posts: 4
Joined: 12 Aug 2010, 19:44

Budget vs Actual

Postby praewarn » 20 Aug 2010, 18:41

Sometimes you might budget for something in one month but the expense may not happen until the next month.
It would be nice to be able to view the Budget window (where you can see the budget vs actual) for more than one month so that you can see the above situation smoothed out.

In addition to this it would also be nice to be able to export the budget window to a csv file.

I love your program, it's so easy and simple to use, and it's free!!
Thanks so much for all your efforts.

Metalogic
Site Admin
Posts: 188
Joined: 20 Feb 2010, 02:37

Re: Budget vs Actual

Postby Metalogic » 21 Aug 2010, 23:38

Hi praewarn,
The way MFE handles the case you are describing (transaction occurs in a different month than budgeted) is with the Move To Previous/Next Month feature.
In your case where the transaction happens the next month, follow these steps:
* Select the transaction
* From the menu, go to Edit>Move To Previous Month

That should do the trick.

I have added the feature request for budget export to the official feature request list.

Glad to hear you are enjoying the program!

All the best,
Metalogic
Enjoy our software? Then please submit a review.

jacobm
Posts: 1
Joined: 28 Jan 2012, 09:04

Re: Budget vs Actual

Postby jacobm » 28 Jan 2012, 09:07

I came to a same conclusion as praewarn and it's great to see you already have that covered. What an amazing piece of (free!) software.

Jacob

Metalogic
Site Admin
Posts: 188
Joined: 20 Feb 2010, 02:37

Re: Budget vs Actual

Postby Metalogic » 28 Jan 2012, 20:59

Thank you for the kind words jacobm. It's always nice to hear from users.

All the best,
Metalogic
Enjoy our software? Then please submit a review.


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