Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
  #2  
Old 10-13-2005, 10:28 AM
Sam
Guest
 
Posts: n/a
Default Re: User defined fields?

Thanks for the Tips, I just recently learned about setting up the
classifications. I set one up for Automobiles and one for Properties.
Its too late for the vehicle that I own today but I hope to be buying a
new car soon so I was wanting to get Money set up for it. I guess I
will be using the memo field to record the milage and exporting to
excel.

Thanks again for the help.

sam

  #1  
Old 10-13-2005, 02:06 AM
Dick Watson
Guest
 
Posts: n/a
Default Re: User defined fields?

Though it has been on my wish list for a decade, you still cannot do this,
quite. Microsoft thinks things like frequent flier mileage tracking, Related
Links to Get great car loan rates, and the Grocery Coupon Tracker are more
important to all of us.

Some things you can do:

1) Use Classification to add a second vector for certain expenses. For
instance, I define Classification 1 as Class and have some defined
Classes:Subclasses like Automobile:CR-V and Automobile:SLK (and
Vacation:Hawaii 2k and Cell Phone303)555-1212 and so on). With this, I can
categorize an Expense as Automobile:Gasoline and classify it as
Automobile:TL. Since I can report this and customize reports to get just a
specific classification, I can report and total all expenses
(Automobile:Maintenance, Insurance:Auto, Taxes:License Plates, etc) for
Automobile CR-V.

2) When you define the classification for the Automobile:CR-V or
Automobile:SLK, you can add details to the classification comments to define
VIN, date acquired--which should also be in the purchase transaction--and
mileage when acquired.

3) You can record some of this in memos. I routinely record mileage and
scope of work for Automobile:Maintenance. If you are consistent in how you
record this (scheduled transactions with memo templates, auto complete, and
copying from old transactions can all be used to aid this) you can then
export the reports to .CSV and use tools like Excel to strip this metadata
out and grind it to dust. Sadly, MoneyLink--an Excel AddIn for extracting
data form Money--knows nothing about classification.

"Sam" <neverchecked40[at]hotmail.com> wrote in message
news:1129160611.904793.27090[at]g47g2000cwa.googlegroups.com...
- quote -

> I would like to create a field where I can enter the current milage
> on my vehicle when I enter bills related to my truck. Ultimately I
> would like to generate a report that would sum the expenses related to
> my vehicle and divide that total by the total milage so that I can get
> a cost per mile. This is simple enough to do manually with a calculator
> but I wanted to see if I could set this up in money. Anyone have any
> suggestions?



 
Old 10-13-2005, 01:06 AM
William R Wood
Guest
 
Posts: n/a
Default Re: User defined fields?

Sam,

If you can talk MSFT into providing a report writer or otherwise allowing
customized reports I might actually upgrade from Money 2002. But they also
have to get rid of the advertising and automatic expiration of downloads

As far as I know there is no way to do what you want. I have been asking
for something like this for many years but have been ignored so far.

The strange thing is that there are lots of custom database programs out
there that could be adapted to personal finance use and such programs would
work with standard report writer software. But no one has put the two ideas
together.

As far as I know there is no personal finance software anywhere that
actually focuses on what people need to handle their money properly. I
don't know why but there is a major gap between what I want and what
software like Money can do. In my next life I will be a programmer and do
it myself


Regards,

Bill Wood
Fountain Hills, AZ





"Sam" <neverchecked40[at]hotmail.com> wrote in message
news:1129160611.904793.27090[at]g47g2000cwa.googlegroups.com...
- quote -

> I would like to create a field where I can enter the current milage
> on my vehicle when I enter bills related to my truck. Ultimately I
> would like to generate a report that would sum the expenses related to
> my vehicle and divide that total by the total milage so that I can get
> a cost per mile. This is simple enough to do manually with a calculator
> but I wanted to see if I could set this up in money. Anyone have any
> suggestions?
> Thanks,
> Sam



  #-1  
Old 10-12-2005, 11:43 PM
Sam
Guest
 
Posts: n/a
Default User defined fields?

I would like to create a field where I can enter the current milage
on my vehicle when I enter bills related to my truck. Ultimately I
would like to generate a report that would sum the expenses related to
my vehicle and divide that total by the total milage so that I can get
a cost per mile. This is simple enough to do manually with a calculator
but I wanted to see if I could set this up in money. Anyone have any
suggestions?

Thanks,

Sam

 

Tags
defined, fields, user
Similar Threads
Thread Forum Replies Last Post
edit pre-defined indexes in M06?
Dick Watson: We used to be able to edit details of the pre-defined indexes in M04 or earlier versions. As I recall, the path to do this was very obscure--so...
Microsoft Money 4 09-11-2005 11:53 AM
memo/payee fields
russ: Even though my wife's employer's name is listed in the 'memo' field for a downloaded transaction, money insists on auto-filling the 'from' field...
Microsoft Money 1 06-04-2004 03:05 AM
More Transaction Fields.
Jorge Hdez: Hello, i don't know if is possible to add more fields for a transaction, in order to have more information regarding those transaction (ie mileage,...
Microsoft Money 1 11-28-2003 03:52 AM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 01:43 PM.