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  #7  
Old 01-05-2005, 01:34 AM
Cal Learner-- MVP
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Posts: n/a
Default Re: showing tranfers in a report

In microsoft.public.money, john wrote:

- quote -

> I did just try the "Monthly Cash Flow" from the Spending Habits list. I was
> not able to get the transfers to show on that report either. I can do it by
> hand but it would be so much easier if I could get money to show the credit
> card payments.
> Do you have another suggestion?



Here are three ways:


1. Don't handle them as transfers. Instead create one category of
"CC payment" or some such. If you define the category as an
expense category, expect a warning when you use it to represent the
payment within the credit card account -- if you have the warning
enabled. Just click Yes for the warning. The category should net
at zero in reports across accounts, and you can still customize to
ignore the category if you like.


2. Make each transfer to an account (could be "Bank" account)
that could be called "In Transit". The account should have a zero
balance except during the interval between events. Program that
"Monthly Cash Flow" report on the Rows&Columns tab to include
transfers to or from accounts that aren't in the report.

3. Don't handle them as transfers. Instead create two categories
that you name something like "CC Paying" and "CC Paid" or some
such. Customize your reports to ignore these categories when
analyzing spending.

If those are not to your liking, then no.

  #6  
Old 01-05-2005, 01:09 AM
john
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Posts: n/a
Default Re: showing tranfers in a report

Cal,
I did just try the "Monthly Cash Flow" from the Spending Habits list. I was
not able to get the transfers to show on that report either. I can do it by
hand but it would be so much easier if I could get money to show the credit
card payments.
Do you have another suggestion?
Thank you,
John


"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, john wrote:
> > The report that I started with was titled, "Where the Money Goes" from the
> > Spending Habits list of reports. This report allowed me to have sub
> > categories in rows (sorted by amount) and columns of the weeks or months.
> > Other reports do show transfers but they do not allow me to have the rows as
> > subcategories and the columns as periods of time (months or weeks).
> > Is there a way to create a report that has rows as subcategories and columns
> > of time periods (months, weeks or years) and also shows transfers?

> Try customizing the "Monthly Cash Flow" from the Spending Habits
> list of reports.

  #5  
Old 01-05-2005, 12:26 AM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: showing tranfers in a report

In microsoft.public.money, john wrote:

- quote -

> The report that I started with was titled, "Where the Money Goes" from the
> Spending Habits list of reports. This report allowed me to have sub
> categories in rows (sorted by amount) and columns of the weeks or months.
> Other reports do show transfers but they do not allow me to have the rows as
> subcategories and the columns as periods of time (months or weeks).
> Is there a way to create a report that has rows as subcategories and columns
> of time periods (months, weeks or years) and also shows transfers?


Try customizing the "Monthly Cash Flow" from the Spending Habits
list of reports.
  #4  
Old 01-05-2005, 12:11 AM
john
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Posts: n/a
Default Re: showing tranfers in a report

Cal,
The report that I started with was titled, "Where the Money Goes" from the
Spending Habits list of reports. This report allowed me to have sub
categories in rows (sorted by amount) and columns of the weeks or months.
Other reports do show transfers but they do not allow me to have the rows as
subcategories and the columns as periods of time (months or weeks).
Is there a way to create a report that has rows as subcategories and columns
of time periods (months, weeks or years) and also shows transfers?
Thank you,
John

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, john wrote:
> > I should mention that I am working in Money 2000 v8.
> > > "john" wrote:
> > > > I am having some trouble getting a report to show my weekly spending habits
> > > as well as payments to my credit cards in one report.
> > > > > I am reading a book called, "Your Money or Your Life". The book recommends
> > > all expenses are tracked daily.
> > > > > I have a couple of credit cards that I'm paying off over time. I'd like to
> > > include the payments to my credit cards in the report with my other expenses.
> > > The payments to my credit cards are entered as transfers in money. In
> > > customizing the report I've checked the box to "Show Transfers" but they do
> > > not show up. How can I get the credit card payments (transfers) to show up
> > > in my report with my expenses?

> What report are you customizing?

  #3  
Old 01-04-2005, 11:51 PM
john
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Posts: n/a
Default Re: showing tranfers in a report

PapaFrank,
Yes, I agree with you about the tracking the original expense. In this
special case I want to track my payments to old unused credit cards that I am
paying off. This will help me to see where my money goes and how much I need
to make to break even or pull ahead.
Thank you,
John


"PapaFrank" wrote:

- quote -

> John if you are tracking expenses daily, you should be tracking the purchase
> as an expense and not the credit card payment.
> That is what I try to teach my children , the expense is when you incur the
> charge, not when the money is due !
> "john" <john[at]discussions.microsoft.com> wrote in message
> news:3BFE065C-1CE8-46A1-A5E3-D3F690DDB5FD[at]microsoft.com...
> > I am having some trouble getting a report to show my weekly spending habits
> > as well as payments to my credit cards in one report.
> > > I am reading a book called, "Your Money or Your Life". The book

> > recommends
> > all expenses are tracked daily.
> > > I have a couple of credit cards that I'm paying off over time. I'd like

> > to
> > include the payments to my credit cards in the report with my other
> > expenses.
> > The payments to my credit cards are entered as transfers in money. In
> > customizing the report I've checked the box to "Show Transfers" but they
> > do
> > not show up. How can I get the credit card payments (transfers) to show
> > up
> > in my report with my expenses?
> > Thank you,
> > John

  #2  
Old 01-04-2005, 11:03 PM
PapaFrank
Guest
 
Posts: n/a
Default Re: showing tranfers in a report

John if you are tracking expenses daily, you should be tracking the purchase
as an expense and not the credit card payment.

That is what I try to teach my children , the expense is when you incur the
charge, not when the money is due !




"john" <john[at]discussions.microsoft.com> wrote in message
news:3BFE065C-1CE8-46A1-A5E3-D3F690DDB5FD[at]microsoft.com...
- quote -

> I am having some trouble getting a report to show my weekly spending habits
> as well as payments to my credit cards in one report.
> I am reading a book called, "Your Money or Your Life". The book
> recommends
> all expenses are tracked daily.
> I have a couple of credit cards that I'm paying off over time. I'd like
> to
> include the payments to my credit cards in the report with my other
> expenses.
> The payments to my credit cards are entered as transfers in money. In
> customizing the report I've checked the box to "Show Transfers" but they
> do
> not show up. How can I get the credit card payments (transfers) to show
> up
> in my report with my expenses?
> Thank you,
> John



  #1  
Old 01-04-2005, 10:59 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: showing tranfers in a report

In microsoft.public.money, john wrote:

- quote -

> I should mention that I am working in Money 2000 v8.
> "john" wrote:
> > I am having some trouble getting a report to show my weekly spending habits
> > as well as payments to my credit cards in one report.
> > > I am reading a book called, "Your Money or Your Life". The book recommends

> > all expenses are tracked daily.
> > > I have a couple of credit cards that I'm paying off over time. I'd like to

> > include the payments to my credit cards in the report with my other expenses.
> > The payments to my credit cards are entered as transfers in money. In
> > customizing the report I've checked the box to "Show Transfers" but they do
> > not show up. How can I get the credit card payments (transfers) to show up
> > in my report with my expenses?


What report are you customizing?


 
Old 01-04-2005, 10:49 PM
john
Guest
 
Posts: n/a
Default RE: showing tranfers in a report

I should mention that I am working in Money 2000 v8.

"john" wrote:

- quote -

> I am having some trouble getting a report to show my weekly spending habits
> as well as payments to my credit cards in one report.
> I am reading a book called, "Your Money or Your Life". The book recommends
> all expenses are tracked daily.
> I have a couple of credit cards that I'm paying off over time. I'd like to
> include the payments to my credit cards in the report with my other expenses.
> The payments to my credit cards are entered as transfers in money. In
> customizing the report I've checked the box to "Show Transfers" but they do
> not show up. How can I get the credit card payments (transfers) to show up
> in my report with my expenses?
> Thank you,
> John

  #-1  
Old 01-04-2005, 10:21 PM
john
Guest
 
Posts: n/a
Default showing tranfers in a report

I am having some trouble getting a report to show my weekly spending habits
as well as payments to my credit cards in one report.

I am reading a book called, "Your Money or Your Life". The book recommends
all expenses are tracked daily.

I have a couple of credit cards that I'm paying off over time. I'd like to
include the payments to my credit cards in the report with my other expenses.
The payments to my credit cards are entered as transfers in money. In
customizing the report I've checked the box to "Show Transfers" but they do
not show up. How can I get the credit card payments (transfers) to show up
in my report with my expenses?
Thank you,
John
 

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report, showing, tranfers
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