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Old 01-08-2005, 03:36 PM
Vadim Rapp
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Default Re: Transactions & Categories Question

j> So is there a way to let's say have a window pop up where I can just
j> type in $25 to hardware, 25 to food, etc.

In addition to what ohers hav suggested: if you visit wal-mart on more or
less regular basis, right-click one of the transactions and enter it into
your bills & deposits. There specify it as split with the most expected set
of categories and dollars - specify dollar amounts as approximate, Money
will calculate it basing on your recent spending.

Then when you download the next transaction, it will be either matched
automatically to the scheduled bill, or if not, you will do it manually -
"change" instead of "accept" and then select the bill from the suggested
list; then you will only adjust the amounts, rather than re-specifying the
categories every time.


Regards


  #1  
Old 01-08-2005, 02:38 PM
AJM
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Default Re: Transactions & Categories Question

Johnny,

Money allows you to set up Categories and Sub-Categories as you see fit and
these, naturally, have to be in place before you can allocate expenditure.
Assuming you have done that already, you would select your Credit Card
Account and, aftrer posting the name of the payee, in this case Walmart, and
the amount you click on to the Categories box. There from the list of
available options click on Split/Multiple Categories. You then enter the
relevant categories and/or sub categories and amounts till the amounts to be
assigned are reduced to zero. Click Done and that is that.

I hope this helps.

AJM

"johnnyk" <johnnyk[at]discussions.microsoft.com> wrote in message
news:7BD0CFE5-9562-4104-8A82-1F4F601ECA66[at]microsoft.com...
- quote -

> What I'm looking to do is this: Let's say I walk into Walmart and spend
> $100
> on my credit card. To keep it simple let's say I spend $25 on groceries,
> $25
> on clothes, $25 on hardware and $25 on gas. I currently have a credit
> card
> account where I would normally enter a new transaction and put it under
> the
> groceries category for $100. Using this method I won't know where each of
> the $25 is going - just $100 to groceries. Of course I could assign more
> categories and enter 4 seperate transactions for $25.00 each (this is
> simple
> because in my example there is only 4 transactions) but what I would
> rather
> do is start a transaction where $100 is coming out of the credit card
> account
> and I can split it into the 4 categories at once. So is there a way to
> let's
> say have a window pop up where I can just type in $25 to hardware, 25 to
> food, etc. Kind of like if you do online banking and you have all your
> payees lined up on the screen and you just input the amounts and hit
> send -
> although in MS Money I'm not talking payees; this would be categories
> where
> I can just input all the subtransactions at once. Hope you all get what I
> mean. Sorry if this is confusing.



 
Old 01-08-2005, 01:30 PM
Dick Watson
Guest
 
Posts: n/a
Default Re: Transactions & Categories Question

Are you talking about "Split"????? There should be a button at the bottom of
the transaction that says Split... or, if you use transaction forms, under
the button Options, there's a menu choice Split... Alternately, hit CTRL+s
when editing the transaction.

You aren't using M05 Essential Register, are you? Even though Most Users
Prefer that mode, it probably can't do this.

"johnnyk" <johnnyk[at]discussions.microsoft.com> wrote in message
news:7BD0CFE5-9562-4104-8A82-1F4F601ECA66[at]microsoft.com...
- quote -

> What I'm looking to do is this: Let's say I walk into Walmart and spend
> $100
> on my credit card. To keep it simple let's say I spend $25 on groceries,
> $25
> on clothes, $25 on hardware and $25 on gas. I currently have a credit
> card
> account where I would normally enter a new transaction and put it under
> the
> groceries category for $100. Using this method I won't know where each of
> the $25 is going - just $100 to groceries. Of course I could assign more
> categories and enter 4 seperate transactions for $25.00 each (this is
> simple
> because in my example there is only 4 transactions) but what I would
> rather
> do is start a transaction where $100 is coming out of the credit card
> account
> and I can split it into the 4 categories at once. So is there a way to
> let's
> say have a window pop up where I can just type in $25 to hardware, 25 to
> food, etc. Kind of like if you do online banking and you have all your
> payees lined up on the screen and you just input the amounts and hit
> send -
> although in MS Money I'm not talking payees; this would be categories
> where
> I can just input all the subtransactions at once. Hope you all get what I
> mean. Sorry if this is confusing.



  #-1  
Old 01-08-2005, 11:51 AM
johnnyk
Guest
 
Posts: n/a
Default Transactions & Categories Question

What I'm looking to do is this: Let's say I walk into Walmart and spend $100
on my credit card. To keep it simple let's say I spend $25 on groceries, $25
on clothes, $25 on hardware and $25 on gas. I currently have a credit card
account where I would normally enter a new transaction and put it under the
groceries category for $100. Using this method I won't know where each of
the $25 is going - just $100 to groceries. Of course I could assign more
categories and enter 4 seperate transactions for $25.00 each (this is simple
because in my example there is only 4 transactions) but what I would rather
do is start a transaction where $100 is coming out of the credit card account
and I can split it into the 4 categories at once. So is there a way to let's
say have a window pop up where I can just type in $25 to hardware, 25 to
food, etc. Kind of like if you do online banking and you have all your
payees lined up on the screen and you just input the amounts and hit send -
although in MS Money I'm not talking payees; this would be categories where
I can just input all the subtransactions at once. Hope you all get what I
mean. Sorry if this is confusing.
 

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categories, question, transactions
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