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  #5  
Old 08-23-2004, 03:21 AM
Brett
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Posts: n/a
Default Re: How do display "paycheck" in report?


"Scott Tyler" <agent_scotty-at-hotmail-dot-com> wrote in message
news:Oip5LPLiEHA.1344[at]TK2MSFTNGP11.phx.gbl...
- quote -

> "Brett" <no[at]spam.com> wrote in message
> news:eKomN38hEHA.2764[at]TK2MSFTNGP11.phx.gbl...
> > I'm using Money 2004 Small Business
> > > I'm running a month to date profit/loss report, which shows all income

vs.
> > expenses and a net worth. On the income part, my gross (no taxes taken
> > out)
> > paycheck amount shows. On the expense part, taxes on these paychecks
> > show.
> > I'd like to display only the net pay on the income part. Not gross.
> > > In my account listing, I use a split transaction to enter paychecks. On

> > the
> > "paycheck" window, I enter the gross paycheck amount on the "wages" tab
> > and
> > use the "taxes" tab to enter all related taxes. I finish and the

category
> > of this entire transaction is called "paycheck". However, on the

report,
> > paycheck is not a category I can select from the customize report then
> > category tab. If I could, it would provide the amount I'm looking for.
> > > How can I have my net pay display in the income part?
> > > Kind regards,

> > Brett Romero
> > > I don't have the Small Business version, so I'm not sure if there's a way

to
> customize the P&L report. Unfortunately, there are very few posts and
> replies from ppl using the business versions of Money here.
> I did find a way to customize a report to list paychecks, in case that may
> be useful:
> Customize the "Transactions by Payee" report, selecting only the payees

used
> for the paychecks. Uncheck any 401k or other transfer accounts on the
> "Accounts" tab. On the "Rows and Columns" tab, change "Subtotal by:" to
> Payees or None. With Money 2004 Standard OEM, this gives me a list of all
> my paychecks. I get a single line for each check, equal to the net pay of
> each paycheck, with "Advance" or "Paycheck" as the category. I was able

to
> rightclick and "Go to account:" to verify that items were being listed
> correctly.


I don't want to list by payee and only my employer. I have income from
other places that are not paychecks. I do want it subtotaled by category.
All I want is to display the "paycheck" category from the transaction.


  #4  
Old 08-23-2004, 01:52 AM
Scott Tyler
Guest
 
Posts: n/a
Default Re: How do display "paycheck" in report?


"Brett" <no[at]spam.com> wrote in message
news:eKomN38hEHA.2764[at]TK2MSFTNGP11.phx.gbl...
- quote -

> I'm using Money 2004 Small Business
> I'm running a month to date profit/loss report, which shows all income vs.
> expenses and a net worth. On the income part, my gross (no taxes taken
> out)
> paycheck amount shows. On the expense part, taxes on these paychecks
> show.
> I'd like to display only the net pay on the income part. Not gross.
> In my account listing, I use a split transaction to enter paychecks. On
> the
> "paycheck" window, I enter the gross paycheck amount on the "wages" tab
> and
> use the "taxes" tab to enter all related taxes. I finish and the category
> of this entire transaction is called "paycheck". However, on the report,
> paycheck is not a category I can select from the customize report then
> category tab. If I could, it would provide the amount I'm looking for.
> How can I have my net pay display in the income part?
> Kind regards,
> Brett Romero


I don't have the Small Business version, so I'm not sure if there's a way to
customize the P&L report. Unfortunately, there are very few posts and
replies from ppl using the business versions of Money here.

I did find a way to customize a report to list paychecks, in case that may
be useful:

Customize the "Transactions by Payee" report, selecting only the payees used
for the paychecks. Uncheck any 401k or other transfer accounts on the
"Accounts" tab. On the "Rows and Columns" tab, change "Subtotal by:" to
Payees or None. With Money 2004 Standard OEM, this gives me a list of all
my paychecks. I get a single line for each check, equal to the net pay of
each paycheck, with "Advance" or "Paycheck" as the category. I was able to
rightclick and "Go to account:" to verify that items were being listed
correctly.

One problem I found was that if I de-selected an expense category (I was
both a customer and an employee of the same payee, and wanted to exclude the
checks I wrote as a customer), the report would display all the splits,
instead of displaying just the paychecks. Switching back to the default
"Categories: Select All" brought the splits back together as paychecks. I
can probably create a separate payee, then use Search and Replace to
separate the checks I wrote from the paychecks I received.

--
Scott Tyler
agent_scotty-at-hotmail-dot-com


  #3  
Old 08-22-2004, 09:47 PM
Brett
Guest
 
Posts: n/a
Default Re: How do display "paycheck" in report?


<anonymous[at]discussions.microsoft.com> wrote in message
news:38fd01c48869$bd0a29c0$a301280a[at]phx.gbl...
- quote -

> Brett,
> The way I am doing this, I DO get the netpay, the amount
> the check is cut for. What this report does is list the
> Wages and Salary, AND all the taxes, insurance,
> retirement. Since the Wages is an income and the
> deductions are expenses, they are subtracted from the
> Income and the total is the net pay.


I have a net pay in the Wages & Salary category. However, if I select it,
nothing shows on the income part of the report.

On your paycheck transaction, do you have an entry for the net pay category?
You can only enter the paycheck transaction breakdown if the final category
is paycheck.

Brett


  #2  
Old 08-22-2004, 05:01 PM
Guest
 
Posts: n/a
Default Re: How do display "paycheck" in report?

Brett,

The way I am doing this, I DO get the netpay, the amount
the check is cut for. What this report does is list the
Wages and Salary, AND all the taxes, insurance,
retirement. Since the Wages is an income and the
deductions are expenses, they are subtracted from the
Income and the total is the net pay.

Sharon


- quote -

> -----Original Message-----
> <anonymous[at]discussions.microsoft.com> wrote in message
> news:388901c4885d$87fdf4c0$a301280a[at]phx.gbl...
> > Brett,
> > > I spent the better part of one afternoon last week

trying
> > to figure out this same thing. I wanted to see how much
> > average net pay my husband earned per month since it
> > varies.
> > > I finally went to Reports, chose Income and Spending

> > Report, Went to Customize..
> > > On the Account Tab I selected the checking Account that

> > the paycheck was deposited into.
> > Then on the Category Tab, I selected Wages and Salary
> > under Income and then each category that was taken out.
> > For me that was Federal Refund, State Refund, Medicare,
> > Health Insurance, Defered Comp, and Retirement.
> > > On the Payees Tab I left all the Payees checked since he

> > only gets income from one payee, but you could choose

just
> > your employer if you have income from more than one

source.
> > > This gave me the netpay.

> Are you also selecting the paycheck taxes on the expense

part? If not, you
> aren't getting net pay. Only the pay after your pretax

deductions. I want
> the pay amount after pretax deductions and taxes that are

taken out. In
> other words, the amount the check is cut for.
> Brett
> .

  #1  
Old 08-22-2004, 04:19 PM
Brett
Guest
 
Posts: n/a
Default Re: How do display "paycheck" in report?


<anonymous[at]discussions.microsoft.com> wrote in message
news:388901c4885d$87fdf4c0$a301280a[at]phx.gbl...
- quote -

> Brett,
> I spent the better part of one afternoon last week trying
> to figure out this same thing. I wanted to see how much
> average net pay my husband earned per month since it
> varies.
> I finally went to Reports, chose Income and Spending
> Report, Went to Customize..
> On the Account Tab I selected the checking Account that
> the paycheck was deposited into.
> Then on the Category Tab, I selected Wages and Salary
> under Income and then each category that was taken out.
> For me that was Federal Refund, State Refund, Medicare,
> Health Insurance, Defered Comp, and Retirement.
> On the Payees Tab I left all the Payees checked since he
> only gets income from one payee, but you could choose just
> your employer if you have income from more than one source.
> This gave me the netpay.


Are you also selecting the paycheck taxes on the expense part? If not, you
aren't getting net pay. Only the pay after your pretax deductions. I want
the pay amount after pretax deductions and taxes that are taken out. In
other words, the amount the check is cut for.

Brett


 
Old 08-22-2004, 03:34 PM
Guest
 
Posts: n/a
Default How do display "paycheck" in report?

Brett,

I spent the better part of one afternoon last week trying
to figure out this same thing. I wanted to see how much
average net pay my husband earned per month since it
varies.

I finally went to Reports, chose Income and Spending
Report, Went to Customize..

On the Account Tab I selected the checking Account that
the paycheck was deposited into.
Then on the Category Tab, I selected Wages and Salary
under Income and then each category that was taken out.
For me that was Federal Refund, State Refund, Medicare,
Health Insurance, Defered Comp, and Retirement.

On the Payees Tab I left all the Payees checked since he
only gets income from one payee, but you could choose just
your employer if you have income from more than one source.

This gave me the netpay. You can then choose how you want
to display this.I chose Payees and Months on the Rows and
Column Tab and I choose the last twelve months for my
dates.

Then I had the netpay for each month. Then I SAVED this
Report by clicking on Favorites, Add to Favorites, and
Named it Spouse's Net Pay.

Sharon


- quote -

> -----Original Message-----
> I'm using Money 2004 Small Business
> I'm running a month to date profit/loss report, which

shows all income vs.
> expenses and a net worth. On the income part, my gross

(no taxes taken out)
> paycheck amount shows. On the expense part, taxes on

these paychecks show.
> I'd like to display only the net pay on the income part.

Not gross.
> In my account listing, I use a split transaction to enter

paychecks. On the
> "paycheck" window, I enter the gross paycheck amount on

the "wages" tab and
> use the "taxes" tab to enter all related taxes. I finish

and the category
> of this entire transaction is called "paycheck".

However, on the report,
> paycheck is not a category I can select from the

customize report then
> category tab. If I could, it would provide the amount

I'm looking for.
> How can I have my net pay display in the income part?
> Kind regards,
> Brett Romero
> .

  #-1  
Old 08-21-2004, 10:27 PM
Brett
Guest
 
Posts: n/a
Default How do display "paycheck" in report?

I'm using Money 2004 Small Business

I'm running a month to date profit/loss report, which shows all income vs.
expenses and a net worth. On the income part, my gross (no taxes taken out)
paycheck amount shows. On the expense part, taxes on these paychecks show.
I'd like to display only the net pay on the income part. Not gross.

In my account listing, I use a split transaction to enter paychecks. On the
"paycheck" window, I enter the gross paycheck amount on the "wages" tab and
use the "taxes" tab to enter all related taxes. I finish and the category
of this entire transaction is called "paycheck". However, on the report,
paycheck is not a category I can select from the customize report then
category tab. If I could, it would provide the amount I'm looking for.

How can I have my net pay display in the income part?

Kind regards,
Brett Romero


 

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