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  #5  
Old 06-17-2005, 01:09 AM
Chris Cowles
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Default Re: Income Categories in the Monthly Budget Report???

You can control that only indirectly. They represent transfer transactions
from/to accounts flagged as 'budget' on the account details page, to/from
accounts not flagged as budget on the account details page. Personally,
pretty much the only accounts I have not in budget (other than closed
accounts) are investment and long-term savings accounts.

Payroll deposits into my 403b, and transfers into savings, show up as that
'transfers' entry. Play around with checking and unchecking the box on the
accounts, and reviewing the budget reports. Doing that is completely
reversible.
--
Chris Cowles
Gainesville, FL


"James D." <James D.[at]discussions.microsoft.com> wrote in message
news:50D2C195-277B-407C-8330-7018257D6BCF[at]microsoft.com...
- quote -

> So i went ahead and changed to the advanced budget...that took care of the
> income issue. Now i've got a to deal with "transfers into" and "transfers
> out" problems. I can't figure out how to remove that type of transaction
> from the budget...will keep playing around until i get it. Thanks. JD
> "Mark Horn" wrote:
> > On 2005-06-14, James D. <James> wrote:
> > > Yes i have. But unlike the expense section, income is not broken down.
> > > There is just one lump sum that accounts for all income. Do you use
> > > the
> > > advanced or essential budget?
> > > I use Money 2004. It doesn't have any concept of essential anything.

> > Which means that I use the equivalent of the advanced budget.
> > > How do you enter your income into the budget? Do you have your

> > paycheck entered in Bills & Deposits? Or do you enter it into
> > Budget Planner?

>


  #4  
Old 06-15-2005, 05:21 PM
James D.
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Posts: n/a
Default Re: Income Categories in the Monthly Budget Report???

So i went ahead and changed to the advanced budget...that took care of the
income issue. Now i've got a to deal with "transfers into" and "transfers
out" problems. I can't figure out how to remove that type of transaction
from the budget...will keep playing around until i get it. Thanks. JD

"Mark Horn" wrote:

- quote -

> On 2005-06-14, James D. <James> wrote:
> > Yes i have. But unlike the expense section, income is not broken down.
> > There is just one lump sum that accounts for all income. Do you use the
> > advanced or essential budget?

> I use Money 2004. It doesn't have any concept of essential anything.
> Which means that I use the equivalent of the advanced budget.
> How do you enter your income into the budget? Do you have your
> paycheck entered in Bills & Deposits? Or do you enter it into
> Budget Planner?

  #3  
Old 06-15-2005, 12:54 AM
Chris Cowles
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Posts: n/a
Default Re: Income Categories in the Monthly Budget Report???

No reflection on you intended, but you could more accurately recharacterize
that question as "Do you use the advanced or stupid budget." 2005 really
dumbed it down. If you're using 'essential', it's very limited. Switch to
advanced if you want to get some meaningful information. It's really not
that hard to grasp how it works.
--
Chris Cowles
Gainesville, FL


"James D." <James D.[at]discussions.microsoft.com> wrote in message
news:7BD5CD8A-6635-4BED-80BE-B85525737E99[at]microsoft.com...
- quote -

> Yes i have. But unlike the expense section, income is not broken down.
> There is just one lump sum that accounts for all income. Do you use the
> advanced or essential budget?
> "Mark Horn" wrote:
> > On 2005-06-14, James D. <James> wrote:
> > > Anyone know how i can add the income section the monthly budget
> > > report???
> > > That's odd. I have an income section in my monthly budget report by

> > default. Have you added income to your budget in the budget planner?

>


  #2  
Old 06-15-2005, 12:32 AM
Mark Horn
Guest
 
Posts: n/a
Default Re: Income Categories in the Monthly Budget Report???

On 2005-06-14, James D. <James> wrote:
- quote -

> Yes i have. But unlike the expense section, income is not broken down.
> There is just one lump sum that accounts for all income. Do you use the
> advanced or essential budget?


I use Money 2004. It doesn't have any concept of essential anything.
Which means that I use the equivalent of the advanced budget.

How do you enter your income into the budget? Do you have your
paycheck entered in Bills & Deposits? Or do you enter it into
Budget Planner?
  #1  
Old 06-14-2005, 10:30 PM
James D.
Guest
 
Posts: n/a
Default Re: Income Categories in the Monthly Budget Report???

Yes i have. But unlike the expense section, income is not broken down.
There is just one lump sum that accounts for all income. Do you use the
advanced or essential budget?

"Mark Horn" wrote:

- quote -

> On 2005-06-14, James D. <James> wrote:
> > Anyone know how i can add the income section the monthly budget report???

> That's odd. I have an income section in my monthly budget report by
> default. Have you added income to your budget in the budget planner?

 
Old 06-14-2005, 09:26 PM
Mark Horn
Guest
 
Posts: n/a
Default Re: Income Categories in the Monthly Budget Report???

On 2005-06-14, James D. <James> wrote:
- quote -

> Anyone know how i can add the income section the monthly budget report???

That's odd. I have an income section in my monthly budget report by
default. Have you added income to your budget in the budget planner?
  #-1  
Old 06-14-2005, 06:43 PM
James D.
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Posts: n/a
Default Income Categories in the Monthly Budget Report???

I have no problems showing my actual vs budget expense items...but what about
my income items?? By having an income section in the budget report, I would
be able to see a budget gain/loss compared to the actual gain/loss.

Anyone know how i can add the income section the monthly budget report???

Thanks, James
 

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budget, categories, income, monthly, report
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