Oct still has TBB of $20, won't carry over to November

Hi all 

I think I messed my budget up by trying to reconcile a reimbursement - anyway, what has happened is that October has $20 in the TBB green bubble (equivalent to the reimbursement amount), and when I try to allocate it a job in October, the November TBB line goes red.  Meanwhile, my November TBB line is currently $0 and green. 

Any ideas what is going on here? 

Thank you 

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  • Related to the same problem is this:

    I tried to WAM things for an unexpected expense, and so I "stole" money from, say, opticians, which had $10 budgeted a couple of months back. When I took it out of that to move to the emergency, the budget line showed -$10. Then when I tried to add $10 back, my November TBB line went to -$20 in the red. I guess that means it thinks I "stole" $20 from the opticians category, but I am pretty sure it was only $10 remaining in that category. 

    Grateful for any advice

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      • satcook
      • satcook
      • 4 mths ago
      • 1
      • Reported - view

      Magenta Network the -$10 in the budgeted line was not a problem. If you want to get the line back to the same place you would change the -$10 to $0

      Like 1
    • Magenta Network By budgeting -$10 to that category, you removed $10. However, going from -$10 to $10 is a difference of $20. If you want to put that $10 back, you'll need to change -$10 to $0 like satcook mentioned.

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    • Faness Thanks - have changed it to $0, and it seems to have righted itself

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  • Two possible causes:

    1. Red (cash-based) overspending in October. You'll see this in the November budget header next to To Be Budgeted. Check hidden categories, too.

    2. A $20 outflow categorized as TBB in November; e.g., a reconciliation adjustment.

    Like 1
    • dakinemaui Thanks - I think it sounds like no 2, but is there a way to rectify it, or do I just let the $20 sit unbudgeted for October? 

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      • dakinemaui
      • dakinemaui
      • 4 mths ago
      • Reported - view

      Magenta Network One solution is to just wait until you get more money after budgeting to $0 in October. The other is to change the reconciliation adjustment transaction date to Oct. 31.

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  • Magenta Network said:
    I am pretty sure it was only $10 remaining in that category

    No need to guess. The current remaining (Available column) is the sum of the original Available and the budget entry.

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