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#2 transfer between categories

open
nobody
None
5
2004-03-05
2004-03-05
No

some way to change allocated cash between two
categories.. so if you over-draw one category, you can
transfer cash from another category. right now the work-
around is to make a transaction and call it something
like 'to groceries' and in the groceries category, make a
transaction that is a negative amount of money, and call
it 'from *whatever*'

Discussion

  • James Ward

    James Ward - 2004-04-05

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    Hmm... That's interesting...

    So you want to allow users to easily alter their budget, but
    keep the same total expenses? Like a mid-month realocation
    of money? Or are you wanting to just move a transaction
    from one category to another?

     
  • Andrew Sessions

    Andrew Sessions - 2004-04-06

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    yes, alter their budget; in case one overspends.. IE, someone
    uses more electricity than their budget has allocated for it, so
    they want to use some of the money allocated for say
    personal spending

     
  • James Ward

    James Ward - 2004-04-07

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    Do you have any ideas for the interface for this? Maybe
    some box at the top of the edit budget screen with two drop
    downs and a input box to enter and amount. The first down
    down will be "From Category:" and the second will be "To
    Category:". What do you think?

     
  • kwacky1

    kwacky1 - 2005-05-22

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    you got it it one, a mid-month re-allocation.

    How I imagine it works, is you want to keep the monthly
    budget of $50 for an item, but one month you might kow
    you're only going to spend $20.. so you re-allocate that $30
    to another category that you might be about to go over in..

    therefore the end result is, you may have another category
    you normally spend $50 in, but this month you need to spend
    more than your normally allocated amount..

    for all intents and purposes, you are still within your total
    budget...

     

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