Unable to change the events or stages that time an expense, income or debt

Q - I would like to change the timing of an income, debt or possibly an expense and cannot select or deselect alternative events, stages on the Time panel. The Time panel is disabled, (greyed out) for these items. Why is this? 

 

A - The timing of these items is probably locked because they are linked to a property.When linked, the item will inherit the timing (and ownership) from the property.

When an item is linked to another within a plan, a dependency is established between the two. This link will be indicated by a link icon, shown next to the item on the ledger.

 

You can click this icon to see the linked items. These items shown are links, which when clicked will allow you to jump to the linked items within the plan. 

 

Expenses, such as property maintenance costs, can be linked to (or un-linked from) properties on the Property / Assets screen under Advanced Settings Expenses.  

  

    

 

Incomes, such as rental income, can be linked to (or un-linked from) properties on the Property / Assets screen under Advanced Settings > Incomes.  

 

Debts, such as mortgages, can be linked to (or un-linked from) properties on the Debts screen. 

 

You might unlink the item, if necessary, which would allow you to then set its timing. 

 

 

But the idea is that if a property is sold, the debts, incomes and expenses linked to it will end automatically in the plan. For example, if there are any outstanding debts linked to the property, they will be paid off with the proceeds from the sale of the property and the payment expense that is, in turn, linked to the debt will also end.  If you were selling a rental property, the linked rental income and any linked expenses related to the property would end when the property is sold.