Planning / Budget / Annual Review / Arrow right to 2020

bickp

Have created the 2020 budget and that seems to work ok.

Why are figures showing up when I click the 'Actuals' , 'Details', or 'Balance' drop down boxes?

I can click on the actual amounts and a box presents, but I cannot click on the transactions to see if they are mis-dated as 2020 transactions.

I want to be sure that when I get into 2020, only 2020 transactions are showing against my budget, not the phantom transactions that I am seeing now.

UKR

There's an option setting which controls if Scheduled Reminders should be shown in the budget view as if they were real transactions already, even though they're still in the future. This allows you to estimate the impact of those scheduled income and payment transactions on your budget ahead of time.
Turn this setting off, if you don't like it.
The setting "Include reminders" can be found by clicking the Budget Actions button, then click View options. In the small popup click the setting to toggle the checkmark on or off.

Tom Young

If you have reminders set up that are programmed to enter into the registers well in advance of their actual transaction dates then that's probably the source of the numbers you're seeing, though they could 2020 transactions that you've entered with the wrong date too.

The "box" that comes up gives a date for the transaction:

so you should be able to track it down that way.  But, even easier, run an spending report for the period 1/1/2020 - 12/31-2020 and you'll get an income/expense report that shows all "2020" posted transactions.  You can then click on the dollar amounts and drill down to the detail.

UKR

There's an option setting which controls if Scheduled Reminders should be shown in the budget view as if they were real transactions already, even though they're still in the future. This allows you to estimate the impact of those scheduled income and payment transactions on your budget ahead of time.
Turn this setting off, if you don't like it.
The setting "Include reminders" can be found by clicking the Budget Actions button, then click View options. In the small popup click the setting to toggle the checkmark on or off.