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#4
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| Credit Card Payment would be good. (Transfer would be better because it's normative.) If you can't find it, I'm wondering if one or both of these accounts are running in Essential mode? If so, you want Advanced. Special categories are still there. "Jugal Trivedi" <someon[at]microsoft.com> wrote in message news:10slumma3norh7a[at]corp.supernews.com... - quote - > Yes, I guess you can say that I don't like to type all the transactions out! > Aside from that, I did end up tweaking reports to exclude the Credit> Card payments in the pie-chart. Thanks for that help. The problem with the > credit card payments is that I can't seem to find that category called > "SPECIAL: Credit Card Payment" anywhere. I read the newsgroups and some > help sites but my understanding is that this category was only up to M04 and > not included in 2005. The problem is also that when I pay the credit card > bill it comes up as income and gets included in my monthly budget. This is > what is throwing me off. I can only find the category Xfer from Deleted > Account on there. Are you talking about creating a new category for the > payments? Any help is much appreciated. |
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#3
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| Yes, I guess you can say that I don't like to type all the transactions out! Aside from that, I did end up tweaking reports to exclude the CreditCard payments in the pie-chart. Thanks for that help. The problem with the credit card payments is that I can't seem to find that category called "SPECIAL: Credit Card Payment" anywhere. I read the newsgroups and some help sites but my understanding is that this category was only up to M04 and not included in 2005. The problem is also that when I pay the credit card bill it comes up as income and gets included in my monthly budget. This is what is throwing me off. I can only find the category Xfer from Deleted Account on there. Are you talking about creating a new category for the payments? Any help is much appreciated. Jugal TRIVEDI "Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in message news:ujJ9NMP6EHA.1396[at]tk2msftngp13.phx.gbl... - quote - > Comments to snippets inline. > "Jugal Trivedi" <someon[at]microsoft.com> wrote in message > news:10skkn3j9iv318b[at]corp.supernews.com... > > I actually like the fact that I can get all my bank transactions, credit > > card transactions in one place etc. > Hopefully you mean "without having to do much typing" since Mv1 could do > this as well, just without all of the download frufrah. > > That said, I read up on the problem of credit-card payments from your > > checking account. > What problem is that? > > I tried to see the monthly reports and the largest expense is my payments > > to my credit-cards. Is there no way to delete a category from the > > monthly reports and budgets? > Advanced Reports and Budget allow lots of this latitude. In general, > though, Money, used in Advanced *, as intended, does not treat a credit > card payment as a budget/spending significant event. How are you doing > credit card payments? As a "Transfer" or "Credit Card Payment" (really a > "Transfer" in disguise) with one entry that shows up in both accounts? Or > as this new-fangled expense category "Credit Card Payments/Transfer" with > separate transactions in each account? > > To just get a good idea of my expenses is there an Excel template that > > can take the imported data from Money and create better Pie Charts etc? > There is no template. Money Link, previously cited by Glyn Simpson, will > enable you to get most of your data (there are things it doesn't get and I > have no clue what it does with M05 Essential *) retrieved into a > spreadsheet. From there, you can grind it to dust with analysis. But you > are on your own for the spreadsheet--I'm not aware of any templates geared > to deal with MoneyLink retrieved data. |
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#2
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| This is one i used to help me track my old mortgage http://office.microsoft.com/en-us/te...CT010317261033 I combined it with Moneylink to get out the real figures from Money, and made some changes to produce the data I want. I suppose the 'closest' thing to templates would be those at the office online site http://office.microsoft.com/en-us/te...317261033.aspx but as Dick says, nothing specific -- 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 suggestions, use http://register.microsoft.com/mswish/suggestion.asp or http://www.microsoft.com/uk/support/money/feedback especially if it's a UK specific wish. I do not respond to any unsolicited email regarding Money "Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in message news:ujJ9NMP6EHA.1396[at]tk2msftngp13.phx.gbl... - quote - > Comments to snippets inline. > "Jugal Trivedi" <someon[at]microsoft.com> wrote in message > news:10skkn3j9iv318b[at]corp.supernews.com... > > I actually like the fact that I can get all my bank transactions, credit > > card transactions in one place etc. > Hopefully you mean "without having to do much typing" since Mv1 could do > this as well, just without all of the download frufrah. > > That said, I read up on the problem of credit-card payments from your > > checking account. > What problem is that? > > I tried to see the monthly reports and the largest expense is my payments > > to my credit-cards. Is there no way to delete a category from the > > monthly reports and budgets? > Advanced Reports and Budget allow lots of this latitude. In general, > though, Money, used in Advanced *, as intended, does not treat a credit > card payment as a budget/spending significant event. How are you doing > credit card payments? As a "Transfer" or "Credit Card Payment" (really a > "Transfer" in disguise) with one entry that shows up in both accounts? Or > as this new-fangled expense category "Credit Card Payments/Transfer" with > separate transactions in each account? > > To just get a good idea of my expenses is there an Excel template that > > can take the imported data from Money and create better Pie Charts etc? > There is no template. Money Link, previously cited by Glyn Simpson, will > enable you to get most of your data (there are things it doesn't get and I > have no clue what it does with M05 Essential *) retrieved into a > spreadsheet. From there, you can grind it to dust with analysis. But you > are on your own for the spreadsheet--I'm not aware of any templates geared > to deal with MoneyLink retrieved data. |
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#1
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| Comments to snippets inline. "Jugal Trivedi" <someon[at]microsoft.com> wrote in message news:10skkn3j9iv318b[at]corp.supernews.com... - quote - > I actually like the fact that I can get all my bank transactions, credit
Hopefully you mean "without having to do much typing" since Mv1 could do> card transactions in one place etc. this as well, just without all of the download frufrah. - quote - > That said, I read up on the problem of credit-card payments from your
What problem is that?> checking account. - quote - > I tried to see the monthly reports and the largest expense is my payments
Advanced Reports and Budget allow lots of this latitude. In general, though,> to my credit-cards. Is there no way to delete a category from the monthly > reports and budgets? Money, used in Advanced *, as intended, does not treat a credit card payment as a budget/spending significant event. How are you doing credit card payments? As a "Transfer" or "Credit Card Payment" (really a "Transfer" in disguise) with one entry that shows up in both accounts? Or as this new-fangled expense category "Credit Card Payments/Transfer" with separate transactions in each account? - quote - > To just get a good idea of my expenses is there an Excel template that can
There is no template. Money Link, previously cited by Glyn Simpson, will> take the imported data from Money and create better Pie Charts etc? enable you to get most of your data (there are things it doesn't get and I have no clue what it does with M05 Essential *) retrieved into a spreadsheet. From there, you can grind it to dust with analysis. But you are on your own for the spreadsheet--I'm not aware of any templates geared to deal with MoneyLink retrieved data. |
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| You can link Money to Excel using Moneylink (available from Ultrasoft http://www.ultrasoft.com or my downloads page http://money.mvps.org/downloads). This will allow you to view your Money data in Excel so you can chart it how you like. -- 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 suggestions, use http://register.microsoft.com/mswish/suggestion.asp or http://www.microsoft.com/uk/support/money/feedback especially if it's a UK specific wish. I do not respond to any unsolicited email regarding Money "Jugal Trivedi" <someon[at]microsoft.com> wrote in message news:10skkn3j9iv318b[at]corp.supernews.com... - quote - > Okay, so after reading some of the posts in this newsgroup I get the > fact that M05 sucks. I wish I had read all that BEFORE I actually > installed the software. Sadly, a while back I had got the > software(standard edition) for free after mail-in-rebate, and this is my > first personal finance manager, so I'm hooked on it. I actually like the > fact that I can get all my bank transactions, credit card transactions in > one place etc. I've never used M04 so I can't compare how bad the 2005 > version really is. > That said, I read up on the problem of credit-card payments from your > checking account. I tried to see the monthly reports and the largest > expense is my payments to my credit-cards. Is there no way to delete a > category from the monthly reports and budgets? To just get a good idea of > my expenses is there an Excel template that can take the imported data > from Money and create better Pie Charts etc? > Jugal TRIVEDI |
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#-1
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| Okay, so after reading some of the posts in this newsgroup I get the fact that M05 sucks. I wish I had read all that BEFORE I actually installed the software. Sadly, a while back I had got the software(standard edition) for free after mail-in-rebate, and this is my first personal finance manager, so I'm hooked on it. I actually like the fact that I can get all my bank transactions, credit card transactions in one place etc. I've never used M04 so I can't compare how bad the 2005 version really is. That said, I read up on the problem of credit-card payments from your checking account. I tried to see the monthly reports and the largest expense is my payments to my credit-cards. Is there no way to delete a category from the monthly reports and budgets? To just get a good idea of my expenses is there an Excel template that can take the imported data from Money and create better Pie Charts etc? Jugal TRIVEDI |
| Tags |
| charts or reports, excel, m05 |
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