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Old 02-01-2005, 08:30 PM
Cal Learner-- MVP
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Default Re: Reports Problem

In microsoft.public.money, Brian W wrote:

- quote -

> I have a side business that I setup some expense and income categories for.
> I wanted to print a report that has the income, expenses and transfers
> related to those categories.


A transfer does not have a category, or viewed alternatively, the
category is Transfer.

- quote -

> I customize the report and, I click to deselect
> all categories then select only the expense and income categories that I
> want. There is a tab where you select type, if I select all types (income,
> expenses and transfers) it behaves incorrectly (displays all transfers, even
> those whose categories are NOT selected will display) but if I do them as
> separate types, then I get the right information.


You could try putting specific Payees on the transfers that you
don't want included and then exclude those Payees. Just an idea.

You may have to export your report(s) to Excel to accomplish what
you want.
  #1  
Old 02-01-2005, 07:34 PM
Brian W
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Default Re: Reports Problem

I have a side business that I setup some expense and income categories for.
I wanted to print a report that has the income, expenses and transfers
related to those categories. I customize the report and, I click to deselect
all categories then select only the expense and income categories that I
want. There is a tab where you select type, if I select all types (income,
expenses and transfers) it behaves incorrectly (displays all transfers, even
those whose categories are NOT selected will display) but if I do them as
separate types, then I get the right information.

BW

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:tdnvv0terq35c9fbcvi1c7qdj1v9ib52ar[at]4ax.com...
- quote -

> In microsoft.public.money, Brian W wrote:
> > I am wondering if anyone else has had this problem and if they have any

work
> > arounds:
> > > If I customize a report to show all transactions for a specific set of

> > categories (deliberately chosen) then choose all types of transactions, I
> > get ALL the transfers that are in the time period whether or not they are

in
> > the selected categories or not. I have to do select in come as type, then
> > expense then transfers so I have three reports or I get ALL the transfers

in
> > the database that fall in the date range.
> > > Any suggestions?

> I am not sure what you are trying to achieve, but have you tried the
> IncludeTransfers checkbox on the Category tab when you customize?



 
Old 02-01-2005, 06:53 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Reports Problem

In microsoft.public.money, Brian W wrote:

- quote -

> I am wondering if anyone else has had this problem and if they have any work
> arounds:
> If I customize a report to show all transactions for a specific set of
> categories (deliberately chosen) then choose all types of transactions, I
> get ALL the transfers that are in the time period whether or not they are in
> the selected categories or not. I have to do select in come as type, then
> expense then transfers so I have three reports or I get ALL the transfers in
> the database that fall in the date range.
> Any suggestions?


I am not sure what you are trying to achieve, but have you tried the
IncludeTransfers checkbox on the Category tab when you customize?

  #-1  
Old 02-01-2005, 06:44 PM
Brian W
Guest
 
Posts: n/a
Default Reports Problem

I am wondering if anyone else has had this problem and if they have any work
arounds:

If I customize a report to show all transactions for a specific set of
categories (deliberately chosen) then choose all types of transactions, I
get ALL the transfers that are in the time period whether or not they are in
the selected categories or not. I have to do select in come as type, then
expense then transfers so I have three reports or I get ALL the transfers in
the database that fall in the date range.

Any suggestions?

thanks,

Brian W.


 

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