"Gatorman98" <Gatorman98[at]discussions.microsoft.com> wrote in message
news:2860AAD1-9F34-46EC-B17E-8261D16DBF3E[at]microsoft.com...
- quote -

Glad it works. I bet you would have figured it out with a few more tries.
Money's reports can be pretty frustrating.

Excellent, this seems to work. You must unselect all the accounts that you
want to see transfers for and then tell it to include transfers for accounts
not in report. This is what I wanted. Thanks for you help, I might never
have figured this out!!

Jeff

"William R Wood" wrote:

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Try removing the 401k cash account from the accounts included in the report.
These reports tend (customize option specific) to show transfers out of or
into the accounts included in the report and omit transfers between the
accounts included in the report. If the transfer tot he 401k cash account is
in your paycheck, having the 401k cash account omitted from the report
should get this to show as a transfer out.

"Gatorman98" <Gatorman98[at]discussions.microsoft.com> wrote in message
news:B1997F27-1CF6-4892-84E9-EA88F4DEAF71[at]microsoft.com...
- quote -

"Gatorman98" <Gatorman98[at]discussions.microsoft.com> wrote in message
news77D0F96-AB22-4B3C-8714-69740EFDB66D[at]microsoft.com...
- quote -

I don't really understand your account setup but I use the Income and
Expense report and check the "Include transfers for accts that are NOT in
the report" button to get a report that shows all of my transfers that make
up cash flow. You must make sure the accounts you want to see transfers
to/from are not selected for this report in the accounts tab.

In general you can get Money reports to do what you want but they are not
very intuitive. Play with the report customization dialog and try every
setting to see what happens. And note that different standard reports that
appear similar in fact produce different results. You really have to test
all of them to see what they do.


--
Regards,

Bill Wood
Fountain Hills, AZ

When you input your paycheck, split the categories, showing your gross pay
and then another line entry for the deducting "transfer".

Yea, the monthly income and expenses report as least tries to show some of
the transfers. But the main problem is that they do not show up on the
report until they actually are spent on something. for example, I have
$300/month taken out of my paycheck and sent to my 401K. Since I only get my
statement once a quarter, this is when I use the update retirement account
wizard to update the account and tell money waht was bought with the $. What
the income and expenses report shows is nothing for two months and then $900
every third month. This is of course, not what I want. I want it to show
transfers on the date they actually transferred so I can figure out how much
money I have left every month after paying all my expenses and funding my
retirement accounts. When I look at the transfers in my "Budget" they all
show up just like they should, just can't get a report like I need.

"Dick Watson" wrote:

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1) Transfers aren't spending--so it stands to some amount of reason that
spending by category would tend not to show them.

2) You may find the income and expense reports more useful. They can be
customized to show transfers. If you are really trying to determine monthly
cash flow ("see how much money I have left every month") these will probably
do a better job at letting you understand where it comes from, where it
goes, and whether more came in than went out.

"Gatorman98" <Gatorman98[at]discussions.microsoft.com> wrote in message
news77D0F96-AB22-4B3C-8714-69740EFDB66D[at]microsoft.com...
- quote -

I am using Money 2006 and trying to get a snapshot of my spending over the
last 6 months by category. I am using the standard report for this, but for
some reason I can't get it to show all my tranfers on the report. I have a
lot of $ transferred each month to kids 529 accounts or IRAs and I want to
see what my monthly "Grand Total" is including these transfers. I can't find
any way to tell money to subtract these from the total in the reports. There
is a "Transfer" category on the report, but the only thing it shows is a
transfer for the principle paid on my mortgage. It kind of defeats the
purpose of using money if I have to print a report and then get out the
calculator and subtract off all the transfers to see how much money I have
left evey month.
Any one know how to do this?

Jeff