Income as Expense Problems (Refunds, Reimbursements, Rebates)

#1 10-25-2005, 03:25 AM

That was what I needed, thanks!

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, pellegrime wrote:
> > Hello - I've recently installed MS Money 2006 and am having a very hard time
> > getting reimbursed expenses reflected properly in reports. For example, I pay
> > $1800 for tuition then my workplace reimburses me $1600 for tuition which
> > shows up in deposits. I categorize both as "Education" with the warning about
> > categorizing the latter deposit - an income item - as an expense. When I go
> > to reports the total net expense for Education shows up as $1800 rather than
> > $200 regardless of span of time periods covered. Any ideas? Will this depend
> > on status of transactions as "reconciled" vs. "unreconciled"? This problem
> > applies for all similar scenarios such as refunds, rebates, travel
> > reimbursement, bank error corrections, etc.
> When you customize, make sure the Details tab chooses AllTypes,
> rather than Payments

10-24-2005, 06:09 PM

In microsoft.public.money, pellegrime wrote:

- quote -

> Hello - I've recently installed MS Money 2006 and am having a very hard time
> getting reimbursed expenses reflected properly in reports. For example, I pay
> $1800 for tuition then my workplace reimburses me $1600 for tuition which
> shows up in deposits. I categorize both as "Education" with the warning about
> categorizing the latter deposit - an income item - as an expense. When I go
> to reports the total net expense for Education shows up as $1800 rather than
> $200 regardless of span of time periods covered. Any ideas? Will this depend
> on status of transactions as "reconciled" vs. "unreconciled"? This problem
> applies for all similar scenarios such as refunds, rebates, travel
> reimbursement, bank error corrections, etc.

When you customize, make sure the Details tab chooses AllTypes,
rather than Payments

#-1 10-24-2005, 05:35 PM

Hello - I've recently installed MS Money 2006 and am having a very hard time
getting reimbursed expenses reflected properly in reports. For example, I pay
$1800 for tuition then my workplace reimburses me $1600 for tuition which
shows up in deposits. I categorize both as "Education" with the warning about
categorizing the latter deposit - an income item - as an expense. When I go
to reports the total net expense for Education shows up as $1800 rather than
$200 regardless of span of time periods covered. Any ideas? Will this depend
on status of transactions as "reconciled" vs. "unreconciled"? This problem
applies for all similar scenarios such as refunds, rebates, travel
reimbursement, bank error corrections, etc.

Thanks,
Mark P.

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