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Old 12-11-2004, 02:14 PM
Glyn Simpson, MVP
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Default Re: Report "Spending by Category" reflects charges but not credits

The spending by category report, by default has 'payments' on the type
option of the 'details' tab. This won't include the credits that you want it
to, and you'll need to change this.

--
Glyn Simpson, Microsoft MVP - Money
http://money.mvps.org

Check http://support.microsoft.com/default...d=fh;EN-GB;mny
for UK tips and fixes for MS Money. To send Microsoft your wishes or
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or http://www.microsoft.com/uk/support/money/feedback especially
if it's a UK specific wish.

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"Dennis" <Dennis[at]discussions.microsoft.com> wrote in message
news:987C74A2-1FF3-4379-BAAE-AD0E8E140B48[at]microsoft.com...
- quote -

> MS Money 2005
> Successfully uploaded two years data.
> While enjoying the pie chart graphs, I noticed that "Gifts" (expenditures)
> reflected all charges from my credit card (for Gifts) but did not reflect
> the
> return and credit received.
> For example:
> Gift Expense CAMERA Purchase $299.95
> Gift Expense Camera Return ($299.95)
> Net "Gift Expense" -0-
> If I look at the Pie Chart (and underlying details) "Gift Expense" is
> $299.95 -but-
> If I go through Banking> Categories> Detail Transactions
> I see the Charge AND the Credit. This is correcct!
> In short, it appears that the Pie Chart is factory-setup to look at only
> charges (debits) to "Gifts"?
> Is there a way to correct the chart reporting?
> TIA Dennis



  #-1  
Old 12-10-2004, 08:01 PM
Dennis
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Posts: n/a
Default Report "Spending by Category" reflects charges but not credits

MS Money 2005

Successfully uploaded two years data.

While enjoying the pie chart graphs, I noticed that "Gifts" (expenditures)
reflected all charges from my credit card (for Gifts) but did not reflect the
return and credit received.

For example:

Gift Expense CAMERA Purchase $299.95
Gift Expense Camera Return ($299.95)

Net "Gift Expense" -0-

If I look at the Pie Chart (and underlying details) "Gift Expense" is
$299.95 -but-

If I go through Banking> Categories> Detail Transactions
I see the Charge AND the Credit. This is correcct!

In short, it appears that the Pie Chart is factory-setup to look at only
charges (debits) to "Gifts"?

Is there a way to correct the chart reporting?

TIA Dennis


 

Tags
charges, credits, reflects, report, spending by category
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