Thanks for the suggestion Trish.

I think your idea would work for some of the time, but in this case of  
the school lunches, I won't be paying again until early April.  So  
this transaction is really my March transaction not my Feb transaction  
and i would like my next one (in April) to be for April's allocated  
bucket amount.


On Mar 4, 2009, at 9:05 PM, Patricia Cross wrote:

>
>
> On Mar 4, 2009, at 9:55 PM, Brett Nord wrote:
>
>> I used the example of Mortgage which i see would be a reoccurring
>> fixed expense that would always be around the same time every month.
>> But what this example:  I pre-payed my kids school lunch for the  
>> whole
>> month of March on Feb 26th.  I don't want to tell MW/spending plan to
>> start early just for that, right?  and i don't want to forward-date
>> the transaction to 3/1 rather than 2/26 either, right?  And i can't
>> simply drag/drop the transaction on the bucket and expect it to  
>> deduct
>> from my March budget for that bucket.
>
> I think I'm the odd one out, but I budget my expenses for the month I
> pay them in, not the month they're "for".  In your example, I'd
> consider that lunch money to be a February expense.  In March, you're
> going to do it again to pay for April's lunch, and in April you'll do
> it again for May's lunch, right?
>
> Same with my mortgage.  I have a mortgage payment due on the first of
> the month.  In order for the bank to have it on the first, I have to
> send it by the 25th.  So the "February" mortgage payment actually
> comes out of my account in the second half of January, so I have it
> budgeted there.  Then the "March" payment comes out of the second half
> of February.  So although my mortgage is due on the first, I have it
> as a second-half allocation in my spending plan.
>
> -Trish
>
>
> >


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