I think I have to agree with Claudine, things change & history shouldn't be affected. I've been trying to get round this problem for ages & without success :(
Similarly to accounts, if you delete a budget that was involved in a budget transfer, the transfer is deleted as well.
Unfortunately there is no way to adjust an existing budget so that the budget history is not affected. I'm afraid that you'll need to create a new budget and delete the old one or adjust the existing budget and accept that reports for previous instances of the budget might be incorrect (as budget allowance was different).
We have it on our to-do list to make it easier but I have no details to share about it just yet.
Transfer transactions in MoneyWiz need to be pointing to something. When deleting an account in MoneyWiz there's a special check in place when MoneyWiz checks if you have transfers in that account - if yes, it'll display a special warning before you delete the account.
I wanted to ensure you that improving budgets this way is on our roadmap and we'll implement it :) We just cannot yet say when.
@cobbyau - I'm afraid that each of those workarounds has its drawbacks, there is no perfect one at the moment.
It has been three month since this thread started. Are there any news to share on how to change budgets? Any ETA on when an improved budget management will be available?
Most certainly that would be an interesting feature! I'll note it down but I can't yet say when we'd be introducing this as our to-do list for the next 2.6 update is already full and we are not encouraging users to delete old accounts from MoneyWiz anyways (we believe it's better to keep all your data in).
We don't have any news to share just yet and I'm not sure when we will. We're currently focused on releasing Windows version and bringing it up to speed with iOS/Mac/Android projects. Once Windows is aligned with those projects feature-wise, we plan to work on Tags and Investment accounts.
Therefore we cannot promise any other big features coming very soon.
I guess I do understand a company's decision to get a broader user base by developing the software for a different platform. I just wish though that sometimes, just sometimes, the existing customers would take priority, the ones that have already paid for your software; that a product would be made as good as possible for the existing customers rather than leaving them with something that needs more work, admitted even by the company itself.
Oh well, I guess we just have to wait for features that should have been there in the first place. But honestly, I am not holding my breath. In the end, money always wins...
Yes, Moneywiz is great app and it's very nice you cover all operating systems but your weak point is budgets. Hope you will make it more adjustable to customer need in the future. Cheers