NewBee Question

#4 11-18-2004, 12:30 AM

Larry,

Thanks for the reply. I finally find this on the Details tab. I set the
Type to All Types and it works!

Thanks for your help!

-dh

"Larry" <lawrenceoleary[at]SPAMhotmail.com> wrote in message
news:6gSmd.18173$fC4.1500[at]newssvr11.news.prodigy.com...
- quote -

> You will have to customize the report. The default report only shows
> "Expenses"... it does not calculate these from "Expense" categories, but
> from credit/debit amounts.
> Under the "Customize Report" option you will see an item that mentions
> something about "Transaction Types to Include" and it will be set to
> expense... or something of the sort. You can change it to include all
> transactions... expense and income. As for the category total however, it
> should still show up as $200... it always has for me... however, now I
will
> also have to look into this a bit more.
> Larry
> "David Hoffer" <dahofferremove.remove[at]iserv.remove.net> wrote in message
> news:eEb%23ACEzEHA.3360[at]TK2MSFTNGP10.phx.gbl...
> > We are attempting to use MS Money to track spending per category. We are
> > stumped on how to properly generate reports based on these categories.
> > > The issue is how to handle credits. For example, lets say I buy $300 of
> > clothing at the department store. I then return $100 of it for credit.
> > When
> > the credit gets posted I apply this to the exact same category as the
$300
> > clothing expense. Since the credit is the opposite of the expense, when
I
> > do
> > a report I expect them to both be there and the net of $200 is what I
care
> > about. It doesn't do this. I don't see any of the credits, only the
> > expenses. What are we doing wrong?
> > > Thanks for your help!
>

#3 11-18-2004, 12:17 AM

Try setting Customize|Details|Type: All Types.

"David Hoffer" <dahofferremove.remove[at]iserv.remove.net> wrote in message
news:eP2o4IQzEHA.3844[at]TK2MSFTNGP12.phx.gbl...
- quote -

> I'm simply doing a basic 'Spending by Category' report. Rows are
> Subcategories & Columns are Months & I include subcategories. Everything
> here is the Microsoft defaults all I did is adjust the date to give me a
> full year.
> "Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
> message news:ubrmVfEzEHA.2012[at]TK2MSFTNGP15.phx.gbl...
> > What report are you using? I'll try a test case... Not all reports can
> deal
> > with this, IIRC.
> > > "David Hoffer" <dahofferremove.remove[at]iserv.remove.net> wrote in message
> > news:eEb%23ACEzEHA.3360[at]TK2MSFTNGP10.phx.gbl...
> > > We are attempting to use MS Money to track spending per category. We
> > > are
> > > stumped on how to properly generate reports based on these categories.
> > > > > The issue is how to handle credits. For example, lets say I buy $300 of
> > > clothing at the department store. I then return $100 of it for credit.
> > > When
> > > the credit gets posted I apply this to the exact same category as the
> $300
> > > clothing expense. Since the credit is the opposite of the expense, when
> I
> > > do
> > > a report I expect them to both be there and the net of $200 is what I
> care
> > > about. It doesn't do this. I don't see any of the credits, only the
> > > expenses. What are we doing wrong?
> > > > > Thanks for your help!

#2 11-17-2004, 11:44 PM

You will have to customize the report. The default report only shows
"Expenses"... it does not calculate these from "Expense" categories, but
from credit/debit amounts.

Under the "Customize Report" option you will see an item that mentions
something about "Transaction Types to Include" and it will be set to
expense... or something of the sort. You can change it to include all
transactions... expense and income. As for the category total however, it
should still show up as $200... it always has for me... however, now I will
also have to look into this a bit more.

Larry

"David Hoffer" <dahofferremove.remove[at]iserv.remove.net> wrote in message
news:eEb%23ACEzEHA.3360[at]TK2MSFTNGP10.phx.gbl...
- quote -

> We are attempting to use MS Money to track spending per category. We are
> stumped on how to properly generate reports based on these categories.
> The issue is how to handle credits. For example, lets say I buy $300 of
> clothing at the department store. I then return $100 of it for credit.
> When
> the credit gets posted I apply this to the exact same category as the $300
> clothing expense. Since the credit is the opposite of the expense, when I
> do
> a report I expect them to both be there and the net of $200 is what I care
> about. It doesn't do this. I don't see any of the credits, only the
> expenses. What are we doing wrong?
> Thanks for your help!

#1 11-17-2004, 11:04 PM

Dick,

I'm simply doing a basic 'Spending by Category' report. Rows are
Subcategories & Columns are Months & I include subcategories. Everything
here is the Microsoft defaults all I did is adjust the date to give me a
full year.

-dh

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:ubrmVfEzEHA.2012[at]TK2MSFTNGP15.phx.gbl...
- quote -

> What report are you using? I'll try a test case... Not all reports can
deal
> with this, IIRC.
> "David Hoffer" <dahofferremove.remove[at]iserv.remove.net> wrote in message
> news:eEb%23ACEzEHA.3360[at]TK2MSFTNGP10.phx.gbl...
> > We are attempting to use MS Money to track spending per category. We are
> > stumped on how to properly generate reports based on these categories.
> > > The issue is how to handle credits. For example, lets say I buy $300 of
> > clothing at the department store. I then return $100 of it for credit.
> > When
> > the credit gets posted I apply this to the exact same category as the
$300
> > clothing expense. Since the credit is the opposite of the expense, when
I
> > do
> > a report I expect them to both be there and the net of $200 is what I
care
> > about. It doesn't do this. I don't see any of the credits, only the
> > expenses. What are we doing wrong?
> > > Thanks for your help!
>

11-17-2004, 12:50 AM

What report are you using? I'll try a test case... Not all reports can deal
with this, IIRC.

"David Hoffer" <dahofferremove.remove[at]iserv.remove.net> wrote in message
news:eEb%23ACEzEHA.3360[at]TK2MSFTNGP10.phx.gbl...
- quote -

> We are attempting to use MS Money to track spending per category. We are
> stumped on how to properly generate reports based on these categories.
> The issue is how to handle credits. For example, lets say I buy $300 of
> clothing at the department store. I then return $100 of it for credit.
> When
> the credit gets posted I apply this to the exact same category as the $300
> clothing expense. Since the credit is the opposite of the expense, when I
> do
> a report I expect them to both be there and the net of $200 is what I care
> about. It doesn't do this. I don't see any of the credits, only the
> expenses. What are we doing wrong?
> Thanks for your help!

#-1 11-16-2004, 11:58 PM

We are attempting to use MS Money to track spending per category. We are
stumped on how to properly generate reports based on these categories.

The issue is how to handle credits. For example, lets say I buy $300 of
clothing at the department store. I then return $100 of it for credit. When
the credit gets posted I apply this to the exact same category as the $300
clothing expense. Since the credit is the opposite of the expense, when I do
a report I expect them to both be there and the net of $200 is what I care
about. It doesn't do this. I don't see any of the credits, only the
expenses. What are we doing wrong?

Thanks for your help!

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