Budget Allocation Report

Since we’ve discussed the rules about the tick marks / black lines before, I won’t get into the explanation again here, but for anyone new coming to read this topic, you can read more about how they work, and why, in my post here.

As for the Budget Allocation Report… Putting a Due Date on an Envelope changes the Fill suggestion for that Envelope based on the amount that’s been Filled since the last Due Date, which helps you save the budgeted amount by the Due Date. An unforeseen effect of that change was that the Envelope budgeted amounts on the Budget Allocation Report also change for Envelopes with Due Dates.

It makes sense that, on that Report in particular, the full budgeted amount should show, not the constantly updating Fill suggestion, and this is a change we’re hoping to make at some point in the future. As usual, we’ll update this space when that change is made, but in the meantime, removing the Due Date should get this full amount to show.