Deleting Budget Categories

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
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tdhawryluk
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Joined: Sat Jan 26, 2008 8:29 pm
Location: Alberta, Canada

Deleting Budget Categories

#1

Post by tdhawryluk »

I tried deleting some budget headings but it said they were in use.
These were headings for events that were one-time-only that happened long ago. I checked back for the last 5 years and there were no entries in or out in these categories and there were no sub categories.
Why can I not get rid of them?
lajackson
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#2

Post by lajackson »

punman wrote:I tried deleting some budget headings but it said they were in use.
These were headings for events that were one-time-only that happened long ago. I checked back for the last 5 years and there were no entries in or out in these categories and there were no sub categories.
Why can I not get rid of them?
Are they at zero balance? Did any transaction at all take place in the last 5 years? (it is 5 for Canada, right?) You won't be able to get rid of them until after current year plus 5. In the meantime, you might want to hide them.
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mkmurray
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#3

Post by mkmurray »

lajackson wrote:You won't be able to get rid of them until after current year plus 5.
Or current year minus 5. :) This 5-year period lajackson is speaking of for Canada (it's 3 years in the US) is the time to retain financial records for historical and auditing requirements by law.
lajackson
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#4

Post by lajackson »

mkmurray wrote:Or current year minus 5. :)
Yes, go with the minus, toward the long, long ago direction. (Whew, I feel younger already).
tdhawryluk
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Posts: 23
Joined: Sat Jan 26, 2008 8:29 pm
Location: Alberta, Canada

#5

Post by tdhawryluk »

I can't see any activity in the past 5 years for these categories.
We have not used them in 2009 either.
You ask are they zero balance? I thought budget balances did not carry forward from year to year so even if we did use one particular category in 2008, would it not have a zero balance in 2009 if we never used that category in 2009?
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