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#7
03-09-2005, 10:11 PM
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 Re: sell mutal funds problem I went through every report un checking IRA Still come up with it. Also I can't get rid of a $30,000.00 asset increase (on paper this month) of our house. I would think this would fall under life planner not income and spending. "Cal Learner-- MVP" wrote: - quote - > In microsoft.public.money, Jeff G wrote: > > You sure can. > Go to Reports-> ReportsGallery-> MonthlyIncomeAndExpenses > Click Customize on the left and go to the Accounts tab. Un-check the > IRA. Check out other tabs to see if you would like to make any other > customizations, and click OK. > To make this easily accessible in the future, right-click into the > reports and choose AddToFavorites. Enter a descriptive name, OK. > Near the top, click Customize. Select your new Favorite report from > the Available column and click Add, OK. There will now be a new > button that lets you go to that report readily. > You can select a different home page view that does not include the > graph you do not like. You can also Tools-> Options-> General and set > the Display:StartMoneyWithThisPageOpen:AccountList so that you open > to the Account List. > > > > "Cal Learner-- MVP" wrote: > > > > In microsoft.public.money, Jeff G wrote: > > > > > > > > > "Income and Expenses" isn't a report. > > > > > Actually it is. > > > > > > It's located in MY Money home page. > > > > > And something by the same name is on YOUR home page too. I guess it > > > is reporting income as opposed to taxable income. Reports are > > > configurable. Could I interest you in a report? > > > > > > > > > > > > > > > > > "Jeff G" wrote: > > > > > > > > Thanks, but what should I do? > > > > > > > > > "Cal Learner-- MVP" wrote: > > > > > > > > > > In microsoft.public.money, Jeff G <Jeff G[at]discussions.microsoft.com> > > > > > wrote: > > > > > > > > > > > > Money 2003 > > > > > > > I have IRA's that the company will sell off somethings. > > > > > > > When I get the statement I enter the sell in MSmoney. > > > > > > > Being I'm under 59 1/2 I don't really see this $. > > > > > > > But MS money sure shows it as income within "Income and Expenses" I can't > > > > > > > find a way to stop this other than not inputing it as a sell. Is there a work > > > > > > > around? > > > > > > > > > > > You can Customize and go to the Accounts tab. Un-check the IRA and > > > > > > click OK. > > > > > > > > > > > > > > |
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#6
03-09-2005, 03:40 PM
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| Re: sell mutal funds problem In microsoft.public.money, Jeff G wrote: - quote - > You sure can.
Go to Reports-> ReportsGallery-> MonthlyIncomeAndExpensesClick Customize on the left and go to the Accounts tab. Un-check the IRA. Check out other tabs to see if you would like to make any other customizations, and click OK. To make this easily accessible in the future, right-click into the reports and choose AddToFavorites. Enter a descriptive name, OK. Near the top, click Customize. Select your new Favorite report from the Available column and click Add, OK. There will now be a new button that lets you go to that report readily. You can select a different home page view that does not include the graph you do not like. You can also Tools-> Options-> General and set the Display:StartMoneyWithThisPageOpen:AccountList so that you open to the Account List. - quote - > "Cal Learner-- MVP" wrote: > > In microsoft.public.money, Jeff G wrote: > > > > > > "Income and Expenses" isn't a report. > > > Actually it is. > > > > It's located in MY Money home page. > > > And something by the same name is on YOUR home page too. I guess it > > is reporting income as opposed to taxable income. Reports are > > configurable. Could I interest you in a report? > > > > > > > > > > > "Jeff G" wrote: > > > > > > Thanks, but what should I do? > > > > > > > "Cal Learner-- MVP" wrote: > > > > > > > > In microsoft.public.money, Jeff G <Jeff G[at]discussions.microsoft.com> > > > > wrote: > > > > > > > > > > Money 2003 > > > > > > I have IRA's that the company will sell off somethings. > > > > > > When I get the statement I enter the sell in MSmoney. > > > > > > Being I'm under 59 1/2 I don't really see this $. > > > > > > But MS money sure shows it as income within "Income and Expenses" I can't > > > > > > find a way to stop this other than not inputing it as a sell. Is there a work > > > > > > around? > > > > > > > > > You can Customize and go to the Accounts tab. Un-check the IRA and > > > > > click OK. > > > > > > > > > > |
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#5
03-09-2005, 03:07 PM
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| Re: sell mutal funds problem You sure can. "Cal Learner-- MVP" wrote: - quote - > In microsoft.public.money, Jeff G wrote: > > > "Income and Expenses" isn't a report. > Actually it is. > > It's located in MY Money home page. > And something by the same name is on YOUR home page too. I guess it > is reporting income as opposed to taxable income. Reports are > configurable. Could I interest you in a report? > > > > > "Jeff G" wrote: > > > > Thanks, but what should I do? > > > > > "Cal Learner-- MVP" wrote: > > > > > > In microsoft.public.money, Jeff G <Jeff G[at]discussions.microsoft.com> > > > wrote: > > > > > > > > Money 2003 > > > > > I have IRA's that the company will sell off somethings. > > > > > When I get the statement I enter the sell in MSmoney. > > > > > Being I'm under 59 1/2 I don't really see this $. > > > > > But MS money sure shows it as income within "Income and Expenses" I can't > > > > > find a way to stop this other than not inputing it as a sell. Is there a work > > > > > around? > > > > > > > You can Customize and go to the Accounts tab. Un-check the IRA and > > > > click OK. > > > > > > |
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#4
03-09-2005, 05:56 AM
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| Re: sell mutal funds problem In microsoft.public.money, Jeff G wrote: - quote - > "Income and Expenses" isn't a report.
Actually it is.- quote - > It's located in MY Money home page.
And something by the same name is on YOUR home page too. I guess itis reporting income as opposed to taxable income. Reports are configurable. Could I interest you in a report? - quote - > "Jeff G" wrote: > > Thanks, but what should I do? > > > "Cal Learner-- MVP" wrote: > > > > In microsoft.public.money, Jeff G <Jeff G[at]discussions.microsoft.com> > > wrote: > > > > > > Money 2003 > > > > I have IRA's that the company will sell off somethings. > > > > When I get the statement I enter the sell in MSmoney. > > > > Being I'm under 59 1/2 I don't really see this $. > > > > But MS money sure shows it as income within "Income and Expenses" I can't > > > > find a way to stop this other than not inputing it as a sell. Is there a work > > > > around? > > > > > You can Customize and go to the Accounts tab. Un-check the IRA and > > > click OK. > > > |
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#3
03-09-2005, 05:09 AM
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| Re: sell mutal funds problem "Income and Expenses" isn't a report. It's located in MY Money home page. "Jeff G" wrote: - quote - > Thanks, but what should I do? > "Cal Learner-- MVP" wrote: > > In microsoft.public.money, Jeff G <Jeff G[at]discussions.microsoft.com> > wrote: > > > > Money 2003 > > > I have IRA's that the company will sell off somethings. > > > When I get the statement I enter the sell in MSmoney. > > > Being I'm under 59 1/2 I don't really see this $. > > > But MS money sure shows it as income within "Income and Expenses" I can't > > > find a way to stop this other than not inputing it as a sell. Is there a work > > > around? > > > You can Customize and go to the Accounts tab. Un-check the IRA and > > click OK. > > |
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#2
03-09-2005, 04:20 AM
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| Re: sell mutal funds problem In microsoft.public.money, Jeff G wrote: - quote - > Thanks, but what should I do?
See below- quote - > "Cal Learner-- MVP" wrote:
pop-up and click Accounts. Clear the check mark next to the IRA> > In microsoft.public.money, Jeff G <Jeff G[at]discussions.microsoft.com> > wrote: > > > > Money 2003 > > > I have IRA's that the company will sell off somethings. > > > When I get the statement I enter the sell in MSmoney. > > > Being I'm under 59 1/2 I don't really see this $. > > > But MS money sure shows it as income within "Income and Expenses" I can't > > > find a way to stop this other than not inputing it as a sell. Is there a work > > > around? > > > You can Customize and go to the Accounts tab. Un-check the IRA and > > click OK. > View the report. Click Customize on the left. Get the customize account name. Click OK. |
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#1
03-09-2005, 03:11 AM
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| Re: sell mutal funds problem Thanks, but what should I do? "Cal Learner-- MVP" wrote: - quote - > In microsoft.public.money, Jeff G <Jeff G[at]discussions.microsoft.com> wrote: > > Money 2003 > > I have IRA's that the company will sell off somethings. > > When I get the statement I enter the sell in MSmoney. > > Being I'm under 59 1/2 I don't really see this $. > > But MS money sure shows it as income within "Income and Expenses" I can't > > find a way to stop this other than not inputing it as a sell. Is there a work > > around? > You can Customize and go to the Accounts tab. Un-check the IRA and > click OK. |
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03-09-2005, 03:01 AM
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| Re: sell mutal funds problem In microsoft.public.money, Jeff G <Jeff G[at]discussions.microsoft.comwrote: - quote - > Money 2003
You can Customize and go to the Accounts tab. Un-check the IRA and> I have IRA's that the company will sell off somethings. > When I get the statement I enter the sell in MSmoney. > Being I'm under 59 1/2 I don't really see this $. > But MS money sure shows it as income within "Income and Expenses" I can't > find a way to stop this other than not inputing it as a sell. Is there a work > around? click OK. |
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#-1
03-09-2005, 02:55 AM
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| sell mutal funds problem Money 2003 I have IRA's that the company will sell off somethings. When I get the statement I enter the sell in MSmoney. Being I'm under 59 1/2 I don't really see this $. But MS money sure shows it as income within "Income and Expenses" I can't find a way to stop this other than not inputing it as a sell. Is there a work around? Thanks Jeff G |
| Tags |
| funds, mutal, problem, sell |
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