Negative in Budget, but not sure why.

My balance for my budget is showing I have way overspent this first month, but I got two unexpected income flow so, I am not understanding this at all. Also, looking down my budget, the categories don't show me being over. I was at zero and then all of a sudden I was way over. I'm not sure what happened.

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  • What do you mean by "balance for my budget"? Do you mean To Be Budgeted is negative/red? If so it seems to me that you budgeted more money than you had, not spent more than you budgeted (you're "overbudgeted" not "overspent".  Being overspent is when your categories would change from gray/green to orange/red).

    Reduce some of the budgeted amounts and see if your TTB increases.

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  • Hello, Green Moose !

    One possibility that comes to mind is that you categorized your income directly to a category rather than as Inflow: To be Budgeted. In that case, the income would have ended up in a specific category, not up at the top of your budget where you were expecting it. If you then continued budgeting, To be Budgeted would end up negative, because the money is in the wrong place.

    If you’re up for it, go ahead and enable Support Access for your account. Once you’ve done that, let me know—and mention whether you’d like to continue the discussion here or via email instead.

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    • Matthew I literally learn something new every day here. I didn't even know that was a possibility!

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      • Ceeses
      • Ceeses
      • 4 wk ago
      • Reported - view

      Periwinkle Flute You haven't had any reimbursement or returns yet?

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    • Ceeses I have; they just go back to the category they came out of originally. I thought Matthew was talking about income.

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      • Ceeses
      • Ceeses
      • 4 wk ago
      • Reported - view

      Periwinkle Flute A reimbursement or a return is income. It's an inflow just the same. So if you categorise any inflow to a category, it goes to the category and not TBB. Consequently, if you were to categorise a return to TBB, it would go to TBB and not the original category.

      No difference whether you call something an income, a return, a reimbursement, a transfer into an account etc., all of those things are inflow in your account and will act the same. 

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    • Ceeses Right. I guess what I was saying was that I never thought about income that wasn't a reimbursement being allocated directly to a category and causing the problem the OP described. That's what I learned (since I've never personally done that)...

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  • Thank you. I realized that was what I had done. When I got rid of that, everything was fine. That's what  happens when you don't read all of the directions. 

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