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2007 Special receipts/expenses Impacting 2008 Results

Submitted by donald.thompson... on 16 January 2008 - 9:12pm

My profile still shows the special expenditures & receipts that I had entered for 2007. They are also showing up in the PDF report I just ran. It does not appear that ESPlanner is using this data in its calculations because deleting them did not change the 2008 and later consumption amounts.
I thought the program would delete them when the computer calendar rolled over to 2008. Do I need to personally delete previous year "Special" items?

Thanks,
James

‹ Reserve Fund Report Flexible spending accounts ›
Submitted by Dick Munroe on 17 January 2008 - 5:45am.
1

James,

Yes, I believe you do have to delete old special expenditure data by hand, but Lowell is the man on the UI so the definitive word will have to come from him.

Best,

Dick Munroe

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