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#6
11-07-2004, 07:58 PM
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 Re: Adding Account Transfers to a Budget You cannot control that, or list them separately. Transfers to/from a budget account from/to a non-budget account will appear in aggregate in a special category called (something like) transfers out of budget. You can't rename it and can't break your scheduled transfers into a separate category. -- Chris Cowles, Gainesville, FL "Mer" <Mer[at]discussions.microsoft.com> wrote in message news:29D48CBA-080B-45E0-BEA4-0392CF149E7A[at]microsoft.com... - quote - > Well I unchecked the box. So now what. I still don't see a way to add it > to > the budget. Under enter your expenses I'm clicking Add, then I have to > choose > a group or category to add. I see nothing that looks related to this > account. > Why, if the retirement account has this box checked is it working the way > I > want it to, and how could it have been added to the budget????? |
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#5
11-07-2004, 01:21 AM
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| Re: Adding Account Transfers to a Budget Sorry I neglected to mention sooner that these Transfers In/Out come exclusively from scheduled items. |
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#4
11-07-2004, 01:17 AM
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| Re: Adding Account Transfers to a Budget Schedule a recurring Transfer from an account in the budget to the account you just set out of budget. That's where the one in the retirement account is coming from. This is a case where Money's assumption that schedule transactions are, by definition, in budget is helpful to you. "Mer" <Mer[at]discussions.microsoft.com> wrote in message news:29D48CBA-080B-45E0-BEA4-0392CF149E7A[at]microsoft.com... - quote - > Well I unchecked the box. So now what. I still don't see a way to add it > to > the budget. Under enter your expenses I'm clicking Add, then I have to > choose > a group or category to add. I see nothing that looks related to this > account. > Why, if the retirement account has this box checked is it working the way > I > want it to, and how could it have been added to the budget????? > "Dick Watson" wrote: > > See answers inline. > > > "Mer" <Mer[at]discussions.microsoft.com> wrote in message > > news:13A5229C-FAD3-404E-BBB3-A4583A34B643[at]microsoft.com... > > > So are you saying under setup accounts to uncheck the box under > > > "Include > > > this > > > account in budget planner"? > > > Yes. > > > > I guess then I could just set it up as another > > > bill? > > > You could, but that doesn't address where the money actually goes since > > it's > > still your money. A bill imples that the money is going to be expensed > > (Food:Groceries or Utilities:Electricity or similar) rather than > > transferred. > > > > But, this other account, the retierment account has the box checked. > > > Is it a retirement account? If so, that's a good thing. > > > > It > > > is set up as an investment. > > > I assume you mean an investment account. A savings account or a cash > > account > > or whatever is still suitable for your college savings account. > > > > Then under the budget set up in the "Enter Your > > > Expenses Window" the account is listed under "Transfers out of budget > > > accounts" with a blue double sided arrow. How can I make the college > > > savings > > > account like this???? > > > Transfers to the college savings account will look like this in Budget > > Planner IF you clear the "Include this account in budget planner" flag in > > its details. It doesn't matter whether this is an invesmtent account or > > not > > or a retirement account or not. > > > > I should add that the retirement account seems to be > > > working exactly how I would expect from the look of last months budget > > > report. > > > Your college savings account, regardless of type, will work the same as > > your > > retirement account from the PoV of Budget Planner if you clear that flag. > > > |
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#3
11-07-2004, 12:13 AM
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| Re: Adding Account Transfers to a Budget Well I unchecked the box. So now what. I still don't see a way to add it to the budget. Under enter your expenses I'm clicking Add, then I have to choose a group or category to add. I see nothing that looks related to this account. Why, if the retirement account has this box checked is it working the way I want it to, and how could it have been added to the budget????? "Dick Watson" wrote: - quote - > See answers inline. > "Mer" <Mer[at]discussions.microsoft.com> wrote in message > news:13A5229C-FAD3-404E-BBB3-A4583A34B643[at]microsoft.com... > > So are you saying under setup accounts to uncheck the box under "Include > > this > > account in budget planner"? > Yes. > > I guess then I could just set it up as another > > bill? > You could, but that doesn't address where the money actually goes since it's > still your money. A bill imples that the money is going to be expensed > (Food:Groceries or Utilities:Electricity or similar) rather than > transferred. > > But, this other account, the retierment account has the box checked. > Is it a retirement account? If so, that's a good thing. > > It > > is set up as an investment. > I assume you mean an investment account. A savings account or a cash account > or whatever is still suitable for your college savings account. > > Then under the budget set up in the "Enter Your > > Expenses Window" the account is listed under "Transfers out of budget > > accounts" with a blue double sided arrow. How can I make the college > > savings > > account like this???? > Transfers to the college savings account will look like this in Budget > Planner IF you clear the "Include this account in budget planner" flag in > its details. It doesn't matter whether this is an invesmtent account or not > or a retirement account or not. > > I should add that the retirement account seems to be > > working exactly how I would expect from the look of last months budget > > report. > Your college savings account, regardless of type, will work the same as your > retirement account from the PoV of Budget Planner if you clear that flag. |
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#2
11-06-2004, 09:44 PM
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| Re: Adding Account Transfers to a Budget See answers inline. "Mer" <Mer[at]discussions.microsoft.com> wrote in message news:13A5229C-FAD3-404E-BBB3-A4583A34B643[at]microsoft.com... - quote - > So are you saying under setup accounts to uncheck the box under "Include
Yes.> this > account in budget planner"? - quote - > I guess then I could just set it up as another
You could, but that doesn't address where the money actually goes since it's> bill? still your money. A bill imples that the money is going to be expensed (Food:Groceries or Utilities:Electricity or similar) rather than transferred. - quote - > But, this other account, the retierment account has the box checked.
Is it a retirement account? If so, that's a good thing.- quote - > It
I assume you mean an investment account. A savings account or a cash account> is set up as an investment. or whatever is still suitable for your college savings account. - quote - > Then under the budget set up in the "Enter Your
Transfers to the college savings account will look like this in Budget> Expenses Window" the account is listed under "Transfers out of budget > accounts" with a blue double sided arrow. How can I make the college > savings > account like this???? Planner IF you clear the "Include this account in budget planner" flag in its details. It doesn't matter whether this is an invesmtent account or not or a retirement account or not. - quote - > I should add that the retirement account seems to be
Your college savings account, regardless of type, will work the same as your> working exactly how I would expect from the look of last months budget > report. retirement account from the PoV of Budget Planner if you clear that flag. |
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#1
11-06-2004, 08:33 PM
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| Re: Adding Account Transfers to a Budget So are you saying under setup accounts to uncheck the box under "Include this account in budget planner"? I guess then I could just set it up as another bill? But, this other account, the retierment account has the box checked. It is set up as an investment. Then under the budget set up in the "Enter Your Expenses Window" the account is listed under "Transfers out of budget accounts" with a blue double sided arrow. How can I make the college savings account like this???? I should add that the retirement account seems to be working exactly how I would expect from the look of last months budget report. "Dick Watson" wrote: - quote - > You need to set the account that is the target of the transfer to not be > included in the budget in its account details. Then these transfers will be > accounted for as money transferred out of budget accounts. > Transfers between two accounts both of which are included in the budget are > not budget events in Money. The reason for this is similar to why taking > money from your left pocket and putting it in your right pocket wouldn't be > a budget event. The budget is trying to help assess whether your expenses > are within the means of your income. > "Mere" <Mere[at]discussions.microsoft.com> wrote in message > news:F304DF22-63F9-40CC-8C4A-A72B72366ED4[at]microsoft.com... > > I have set up my budget and would like to add an account transfer (to a > > college savings account) that occurs every month to it. I have added the > > savings account to money but I can't figure out how to add it to the > > budget. > > I have another similar transfer that goes to a retirement account in the > > budget but can't remember how I did it...Maybe I did it when I initially > > set > > up the budget... Shouldn't I be able to add another? By the way I'm using > > Money 2001 |
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11-06-2004, 08:05 PM
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| Re: Adding Account Transfers to a Budget You need to set the account that is the target of the transfer to not be included in the budget in its account details. Then these transfers will be accounted for as money transferred out of budget accounts. Transfers between two accounts both of which are included in the budget are not budget events in Money. The reason for this is similar to why taking money from your left pocket and putting it in your right pocket wouldn't be a budget event. The budget is trying to help assess whether your expenses are within the means of your income. "Mere" <Mere[at]discussions.microsoft.com> wrote in message news:F304DF22-63F9-40CC-8C4A-A72B72366ED4[at]microsoft.com... - quote - > I have set up my budget and would like to add an account transfer (to a > college savings account) that occurs every month to it. I have added the > savings account to money but I can't figure out how to add it to the > budget. > I have another similar transfer that goes to a retirement account in the > budget but can't remember how I did it...Maybe I did it when I initially > set > up the budget... Shouldn't I be able to add another? By the way I'm using > Money 2001 |
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#-1
11-06-2004, 07:40 PM
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| Adding Account Transfers to a Budget I have set up my budget and would like to add an account transfer (to a college savings account) that occurs every month to it. I have added the savings account to money but I can't figure out how to add it to the budget. I have another similar transfer that goes to a retirement account in the budget but can't remember how I did it...Maybe I did it when I initially set up the budget... Shouldn't I be able to add another? By the way I'm using Money 2001 |
| Tags |
| account, adding, budget, transfers |
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