Negative Rollover option -- incorrect budget amount
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ScottAbbey commented
When using the negative rollover option, it carries over the overspent amount in the available-to-budget calculation, but it should ignore that amount instead.
Example with current code:
January
Name | Amount |
---|---|
Funds for month | 100 |
Overspent in prev month | |
Budgeted for month | -100 |
To be budgeted for month | |
Budgeted in the future |
Category | Budgeted | Spent | Available |
---|---|---|---|
Food | 50 | -55 | -5 |
Rent | 50 | -50 |
February
Name | Amount |
---|---|
Funds for month | 100 |
Overspent in prev month | -5 |
Budgeted for month | -100 |
To be budgeted for month | -5 |
Budgeted in the future |
Category | Budgeted | Spent | Available |
---|---|---|---|
Food | 50 | -50 | -5 |
Rent | 50 | -50 |
Notice that the total amount available for the two months was 200, and 200 was budgeted, but the system says you have over-budgeted by 5.
Instead, it should look like this when negative rollover is used:
February
Name | Amount |
---|---|
Funds for month | 100 |
Overspent in prev month | |
Budgeted for month | -100 |
To be budgeted for month | |
Budgeted in the future |
Category | Budgeted | Spent | Available |
---|---|---|---|
Food | 50 | -50 | -5 |
Rent | 50 | -50 |
Since the overspent amount from the previous month is left on the accounts as a negative available amount, we can't deduct that from the available amount to budget.