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Old 12-22-2005, 12:28 PM
Chris Cowles
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Default Re: Pledges

"TR" <tribbens[at]cableone.net> wrote in message
news:11qk0skm3r6p8b3[at]corp.supernews.com...
- quote -

> Thanks! The only problem I see with this is for pledges that last several
> years will take a little extra work if you close each year out.


If by 'close each year out' you mean archive, don't bother. Experienced
users here have found no value in doing that, and loss of value in the loss
of data.

If by that you mean entering closing transactions for past calendar or
fiscal years, that's a choice you make. Consider entering a single
transaction in the desired categories, to summarize activity for each year,
rather than all the details.

If you mean doing that going forward, it shouldn't be hard if you group them
together in a category called 'Pledges' with subcategories for each group
you pledged to. Alternatively, put them all in a category called
'Contributions' with subcategories of 'Charitable - cash', 'Charitable -
In-kind' and 'Non-deductible'.

If using the latter organization, segregation by pledge may be manageable
through the use of classifications. Search Money help on that, and Dick
Watson may have a FAQ that addresses it. Also search Google groups for the
topic, limited to this newsgroup.
--
Chris Cowles
Gainesville, FL



  #1  
Old 12-22-2005, 12:38 AM
TR
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Posts: n/a
Default Re: Pledges

Chris Cowles wrote:
- quote -

> "TR" <tribbens[at]cableone.net> wrote in message
> news:11qbgq4lv9msv98[at]corp.supernews.com...
> > Is there a way in MS Money to track a pledge for charities? I would like
> > a report for what I pledged (total and/or per year), amount I have paid
> > and amount left over?

> Create an expense category and budget for it. Your budget report will show
> how much you budgeted vs how much you paid. Transactions by category report
> will show actual contribution transactions.

Thanks! The only problem I see with this is for pledges that last
several years will take a little extra work if you close each year out.

Terry
 
Old 12-18-2005, 08:18 PM
Chris Cowles
Guest
 
Posts: n/a
Default Re: Pledges

"TR" <tribbens[at]cableone.net> wrote in message
news:11qbgq4lv9msv98[at]corp.supernews.com...
- quote -

> Is there a way in MS Money to track a pledge for charities? I would like
> a report for what I pledged (total and/or per year), amount I have paid
> and amount left over?


Create an expense category and budget for it. Your budget report will show
how much you budgeted vs how much you paid. Transactions by category report
will show actual contribution transactions.
--
Chris Cowles
Gainesville, FL



  #-1  
Old 12-18-2005, 07:14 PM
TR
Guest
 
Posts: n/a
Default Pledges

Is there a way in MS Money to track a pledge for charities? I would
like a report for what I pledged (total and/or per year), amount I have
paid and amount left over?

Terry
 

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