Xfer to Retirement Acct not registering correctly

#3 10-03-2005, 08:30 PM

I think retirement accounts just work this way.

"shaunx4" <shaunx4[at]discussions.microsoft.com> wrote in message
news:76027CAB-F102-4122-90D4-D1A0985EE006[at]microsoft.com...
- quote -

> I am having a similar issue. The account that I want to include in my
budget
> still show up as "Transfer Out of Budget". When I go to the account list
of
> accounts to include, this particular account is not there. Then when I go
to
> the account itself the check box for "Include in Budget" is checked but it
is
> greyed out. Do you know why this happened or how to fix it?

#2 10-03-2005, 08:02 PM

I am having a similar issue. The account that I want to include in my budget
still show up as "Transfer Out of Budget". When I go to the account list of
accounts to include, this particular account is not there. Then when I go to
the account itself the check box for "Include in Budget" is checked but it is
greyed out. Do you know why this happened or how to fix it?

"Dick Watson" wrote:

- quote -

> It's registering correctly; it's just that Money acts a certain way with
> transfers out of budget accounts. My suggestion would be to make a new
> budget that recognizes the transfer out as a recurring item from your
> scheduled paycheck. /then budget will expect a $500 transfer and you will
> deliver as it expects.
> "cox-internet.com" <b> wrote in message
> news:uJ7cbQasFHA.4044[at]TK2MSFTNGP09.phx.gbl...
> > I have a budget set up in Money 04 Deluxe. It works fairly well, but I'm
> > having trouble with transfers to my retirement and savings accounts
> > registering correctly.
> > > I'm paid bimonthly, and 7% of my paycheck is transferred to a retirement
> > account by my employer. Additionally, I have $250 autodeposited in
> > savings.
> > > Here is how I have set up:
> > > I have both a retirement and savings acct set up in Money. I have my
> > paycheck set up in a Paycheck Category that transfers the appropriate
> > amounts to the retirement and savings accounts. Both accounts register the
> > the funds as received and balance.
> > > The problem is that the Budget registers the retirement account as a
> > transfer out of a budgeted account, but it won't register the savings
> > account. I'm not sure how to fix this and it makes it look like i'm $500
> > over budget on expenditures each month. Can anyone help resolve this?

#1 09-06-2005, 12:59 AM

It looks like removing the option "include this account in budget planner"
fixed the problem. After unchecking that option, the transfer to savings
showed up. Quirky interface that could use serious work....

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:eJLtvVbsFHA.2540[at]TK2MSFTNGP09.phx.gbl...
- quote -

> It's registering correctly; it's just that Money acts a certain way with
> transfers out of budget accounts. My suggestion would be to make a new
> budget that recognizes the transfer out as a recurring item from your
> scheduled paycheck. /then budget will expect a $500 transfer and you will
> deliver as it expects.
> "cox-internet.com" <b> wrote in message
> news:uJ7cbQasFHA.4044[at]TK2MSFTNGP09.phx.gbl...
> > I have a budget set up in Money 04 Deluxe. It works fairly well, but I'm
> > having trouble with transfers to my retirement and savings accounts
> > registering correctly.
> > > I'm paid bimonthly, and 7% of my paycheck is transferred to a retirement
> > account by my employer. Additionally, I have $250 autodeposited in
> > savings.
> > > Here is how I have set up:
> > > I have both a retirement and savings acct set up in Money. I have my
> > paycheck set up in a Paycheck Category that transfers the appropriate
> > amounts to the retirement and savings accounts. Both accounts register
> > the the funds as received and balance.
> > > The problem is that the Budget registers the retirement account as a
> > transfer out of a budgeted account, but it won't register the savings
> > account. I'm not sure how to fix this and it makes it look like i'm $500
> > over budget on expenditures each month. Can anyone help resolve this?

09-05-2005, 01:02 AM

It's registering correctly; it's just that Money acts a certain way with
transfers out of budget accounts. My suggestion would be to make a new
budget that recognizes the transfer out as a recurring item from your
scheduled paycheck. /then budget will expect a $500 transfer and you will
deliver as it expects.

"cox-internet.com" <b> wrote in message
news:uJ7cbQasFHA.4044[at]TK2MSFTNGP09.phx.gbl...
- quote -

> I have a budget set up in Money 04 Deluxe. It works fairly well, but I'm
> having trouble with transfers to my retirement and savings accounts
> registering correctly.
> I'm paid bimonthly, and 7% of my paycheck is transferred to a retirement
> account by my employer. Additionally, I have $250 autodeposited in
> savings.
> Here is how I have set up:
> I have both a retirement and savings acct set up in Money. I have my
> paycheck set up in a Paycheck Category that transfers the appropriate
> amounts to the retirement and savings accounts. Both accounts register the
> the funds as received and balance.
> The problem is that the Budget registers the retirement account as a
> transfer out of a budgeted account, but it won't register the savings
> account. I'm not sure how to fix this and it makes it look like i'm $500
> over budget on expenditures each month. Can anyone help resolve this?

#-1 09-04-2005, 10:56 PM

I have a budget set up in Money 04 Deluxe. It works fairly well, but I'm
having trouble with transfers to my retirement and savings accounts
registering correctly.

I'm paid bimonthly, and 7% of my paycheck is transferred to a retirement
account by my employer. Additionally, I have $250 autodeposited in savings.

Here is how I have set up:

I have both a retirement and savings acct set up in Money. I have my
paycheck set up in a Paycheck Category that transfers the appropriate
amounts to the retirement and savings accounts. Both accounts register the
the funds as received and balance.

The problem is that the Budget registers the retirement account as a
transfer out of a budgeted account, but it won't register the savings
account. I'm not sure how to fix this and it makes it look like i'm $500
over budget on expenditures each month. Can anyone help resolve this?

-b

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