About the projection, if I set up a bill reminder supposed to start in september (the 28th), I can see it starting immediatly in the projection list (28th of April).

Your website is great, just need to be fixed a little ;)

I am assuming that is I create a budget for $100 and only spend $75, then the next month $25 rolls into that budget to give me $125. On the other hand, if I spend $120, then the next month the leaves me with $80.

Is that how it’s supposed to work?

Thanks Buxfer Team

Or at least it looks that way.

Well, now I have a possible workaround… I’m going to have to think about it, I use nested tags a LOT and don’t want to break my entire system.

I’ve now added tag rules for my top most expensive bill reminders, and it doesn’t seem to make a difference in the prediction amount — it’s still WAY negative. I even added renaming rules to the transactions, so they get assigned the same name as the bill reminder when they come in (and then the bill reminder’s rule assigns them a tag).

Question: is the projection logic smart enough to handle nested budgets? I had a couple, like my MonthlyDiscretionary and my Entertainment budgets, in which Entertainment is one of MonthlyDiscretionary’s subtags; I like seeing the breakdown, but at the same time I must know I’ve covered all my base categories.

2. Actually, the projection logic is already smart enough to discount reminder transactions out of the budget categories. Your bill reminder must have a description which matches one of your tagging rules and assigns the appropriate tag to that reminder. Then that transaction would be automatically discounted from the budgeted projections. There is no need to have an additional tags field in the bill reminder area

Okay, in general I like this. I really like how Projections are their own report, so that the start date can be set automatically (I hated having to manually tweak that in the old version). I like how projections now include both budgets and bill reminders. I like the new look. I like the yearly/monthly/weekly budgets, and the awesome rollover support.

Some nits:

1. I got a few crashes in the budgets. I reported one that’s now completely shut down my access to my budget tab. Oops :-).

2. It’s hard to redraw all of my budgets and bill reminders to be non-overlapping, which is needed since the new system automatically adds all the budgets in as monthly items. This might be easy if bill reminders could be assigned to tags, which would allow the projection system to know that they fell into a given budget. (This is a problem because most of my bill reminders actually belong to some budgeted tag, so my Projection claims I’m spending money twice as fast as I actually am.)

3. I’m sad to see that I can no longer edit bill reminders from the Projections interface. That was my favorite part — the calendar interface is _awful_, just the wrong thing for 99% of actual tasks. I suppose it might be nice to edit future budgets that way too, but please don’t take THAT as a suggestion unless it’s super easy.

-Wm

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