Glad I could help. Thanks for the feedback. It's sad that Help frequently
doesn't. It's great at task oriented stuff if you already know what you want
to do. At general concepts, most on-line helps are lousy and Money's is no
exception.

"Robert Sharon" <rcsharon[at]att.net> wrote in message
news:dVwGd.13877$S11.10174[at]bgtnsc04-news.ops.worldnet.att.net...
- quote -

I just wish the Money program had explained the Expense, Income and Special
concept in the help menu (at least not that I found) as you have so clearly
explained. It would have resolved my concern immediately. Thanks so much
for your help.


"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:egJ6DJ9%23EHA.3260[at]TK2MSFTNGP14.phx.gbl...
- quote -

There are three basic kinds of Categories in Money: Expense, Income, and
Special. Expense and Income include categories that are, well, expenses and
income. Special includes Transfer and Loan Payment. Transfer is just
that--it's net worth neutral, A Loan Payment is just a fancy compound of a
computed expense item assigned to the category you specified for interest
for the loan and a Transfer component that reduces the liability (or asset)
amount on the loan.

Glad you've sorted this out. Thanks for the feedback.

"Robert Sharon" <rcsharon[at]att.net> wrote in message
news:LHjGd.11728$S11.3265[at]bgtnsc04-news.ops.worldnet.att.net...
- quote -

Yes, I have previously found and processed a transfer in Money via the
category method you suggested. The category usage normally suggests an
expense item in Quicken, where transfers are accomplished directly between
accounts. That is why I questioned whether there was another method for
this in Money. The lack of a TRANSFER shortcut in the side or top pane of
an account register screen was questionable.
Thanks for responding to this issue.


"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:uZravm0%23EHA.1544[at]TK2MSFTNGP11.phx.gbl...
- quote -

Indeed, there are differences in how tasks are accomplished between Money
and Quicken.

Have you actually TRIED to enter a TRANSFER transaction in Money?

Not every possible case of use for an account register is listed in the left
pane, whichever left pane it is that you are referring to.

Start a transaction like any other. Enter a date; enter an amount; for the
category, select TRANSFER; for the subcategory, select the target account
name of the transfer; click Enter (or Done or whatever). It's that simple.

"Robert Sharon" <rcsharon[at]att.net> wrote in message
news:vabGd.10258$S11.5747[at]bgtnsc04-news.ops.worldnet.att.net...
- quote -

I should have made this more clear to you. Actually, I just open an
existing account (like checking) and want to make a transfer to savings.
After opening the checking account I look at the left pane and find there is
no option displayed to just transfer money between accounts. Also, I am not
using Transaction Forms and have so far preferred to enter transactions
directly into the account register.

Also, I have previously been a Quicken user for years and find distinct
differences in how some Money tasks are performed.



"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:OgOWEuq%23EHA.3236[at]TK2MSFTNGP15.phx.gbl...
- quote -

In microsoft.public.money, Robert Sharon wrote:

- quote -

"Transfer" IS the category.

- quote -

Oh, and if you are entering transactions and talking about the left
pulldown, try typing "Transfer" in the category box. For reasons unknown,
sometimes the pulldowns excludes really important--and perfectly
legal--choices.

"Robert Sharon" <rcsharon[at]att.net> wrote in message
news:0r_Fd.19133$w62.1985[at]bgtnsc05-news.ops.worldnet.att.net...
- quote -

I don't understand your question because your premise is correct and is how
Money works.

Are you using Transaction Forms or scheduling a future transaction? If the
former, isn't there a Transfer tab? If the latter, note that Transfer is a
type of item to schedule and so is Bill and a Bill won't Transfer.

Where are you looking at "task[s] in the left pane"?? When you say "opening
an account" do you mean setting up a new account in Money? Are we talking an
Investment Account here?

"Robert Sharon" <rcsharon[at]att.net> wrote in message
news:0r_Fd.19133$w62.1985[at]bgtnsc05-news.ops.worldnet.att.net...
- quote -

Why does money require a "category" for transfering money between accounts?
It would seem much simpler to just allow a transfer between 2 accounts
directly. However, there does not appear to be a task in the left pain to
accomplish that when opening an account.