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Unable to create and save budgets

by dusteruk | 22 September 2010 |

11 comments | Love

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Hi there, I've just started using the service and think it shows a lot of promise. Last week I spent a good couple of hours tagging all my transactions and setting up budgets.
However when I logged into the service today, all my budgets were gone, and I am unable to create them again. The dialogue box says I have no budgets saved, and every time I try to save one, nothing happens.
This is infuriating, and it's one of the main reasons to use the site, to track expenditure against what I have budgeted.
I am using Firefox 3.6.9 with Flash 10.1 on an iMac.

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Comments (11)

53

Carl posted
Hi there.
Sorry for the inconvenience. Budgets actually clear at the end of your financial month. So, check the date you have set as your financial month. You can do this via 'set month start date' on the dashboard.
Pehaps try this first to see if this was the problem, then, we'll tackle the next part of the problem. However, simply logging-out and back in may solve the 'setting up' of budgets issue.
Having said all of that, I have just tried to add a budget myself and it is not sticking either. So, in teh meantime I'll raise it with the technical team.

Kind regards,
Carl ?
Posted on 23 September 2010 | Love 0 loves Report
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dusteruk posted
Hi thanks for getting back to me.
Do you mean to say that budgets have to be re-entered every month? That seems a bit daft! Surely they should be ongoing, just the spending reset every month?
I have tried playing around with the start date. It didn't seem to make any difference, and I haven't been using the service for a whole month yet, I only signed up a couple of weeks ago.
Kind Regards,
Adrian
Posted on 23 September 2010 | Love 0 loves Report
2

scotthaigh posted
Happens to me too.
I can add a figure to create a budget in a specific category but it will not save.
Logging out and back in again makes no difference.
I also use a mac, and the latest Safari browser.
Scott.
Posted on 26 September 2010 | Love 0 loves Report
0

AnaWeller posted
Hi
This is a problem for me too. Any updates on when this will be sorted? I look forward to it working.
Ana
P.S moneydashboard.com has a very clear and easy to use budgeting section.
Posted on 26 September 2010 | Love 0 loves Report
19

charlie posted
Hi, we have located the source of the problem and a fix will be applied tomorrow morning. Many apologies for the inconvenience.
Posted on 27 September 2010 | Love 0 loves Report
19

charlie posted
Hi, the fix is now live, apologies for the inconvenience.
Posted on 29 September 2010 | Love 0 loves Report
0

enrkamau posted
Hi I just spend last week setting up a budget and categorising and now its all gone and I cant retrieve it. How do I get it back?
Posted on 25 October 2010 | Love 0 loves Report
19

charlie posted
Hi, unfortunately at the present time, until such time as we have a
fix in place you will need to re-enter your budget every month.
Apologies for the inconvenience,

Best regards, Charlie
Posted on 26 October 2010 | Love 0 loves Report
2

FatAngel01 posted
Hi, has anything moved on this yet? I really do think that being able to save a budget month on month is key a function, not only because it takes so long to set one up in the first place but because surely imposing discipline on ongoing spending is what budgeting is all about? Love the service overall, but wish this could be addressed. Many thanks!
Posted on 05 June 2011 | Love 0 loves Report
36

MandyL posted
Hi FatAngel01
We've actually fixed budgets are now rolling over to the following month... You can test it in your account, it should be working fine.

Log in and see if you have any budget set up. If you ever set up a budget before, it should be there.
Kind Regards,
Mandy
Posted on 10 June 2011 | Love 0 loves Report
2

FatAngel01 posted
Very excited to hear that budgets can now roll on from month to month. Have set mine up and am looking forward to getting those finances in shape!
Much appreciated.
Posted on 27 June 2011 | Love 0 loves Report

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