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Old 01-04-2006, 12:54 AM
Chris Cowles
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Posts: n/a
Default Re: Setting up budget

"Rod" <Rod[at]discussions.microsoft.com> wrote in message
news:49F2841E-96FE-4AAF-BEAA-60A69F8EDC82[at]microsoft.com...
- quote -

> ...My question is, I don't understand where the headings for each expense
> category came from.
> When I check the group assigned to each category under Banking / Account
> tools / Categories : Payees, it
> shows different Category groups than what this annual budget report shows.


Budget groups are independent of categories. You can put subcategories of
the same category in separate budget groups.

- quote -

> A second question is: How do I get totals by category group?

Using the model monthly budget report, rows and columns tab, revise the rows
field. While the title of the report is 'monthly', you can change the date
range to whatever you want. It won't break it out by individual months.

- quote -

> 2) My check comes into my bank with taxes and my contribution to medical
> insurance already removed. How to I enter this information into Money so I
> can see it on my list of expenses?


Deposit them in your checking account using the special category called
'Paycheck'. Look it up in help. You'll find it useful. Create
categories/subcategories for the different deductions.

- quote -

> Can I now see it on the annual budget report?

Yes.
- quote -

> 3) How can I get this entire account removed from the budget reports?

Spending by category is not a budget report. It's simply a spending report.
You can customize the report to include or exclude whatever category you
want.
--
Chris Cowles
Gainesville, FL



  #-1  
Old 01-03-2006, 06:26 PM
Rod
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Posts: n/a
Default Setting up budget

I have never used MS Money or Quicken before. I previously created my own
spreadsheets to prepare my budget. I am just starting to use Money 2006
Deluxe and I am still struggling a little to get my 2006 Budget and reports
set up to meet my needs. As a result, I have the following questions that I
would like to get answers to:

1) One of my favorite reports will be under Budget / Budget Summary / view
reports / Annual budget. My question is, I don’t understand where the
headings for each expense category came from. When I check the group assigned
to each category under Banking / Account tools / Categories : Payees, it
shows different Category groups than what this annual budget report shows.
How do I get the Category Groups to be the headings in the annual budget
report? A second question is: How do I get totals by category group?

2) My check comes into my bank with taxes and my contribution to medical
insurance already removed. How to I enter this information into Money so I
can see it on my list of expenses? Can I now see it on the annual budget
report?

3) I have an account that I want to bring into money so I can easily view
the balance under the Banking section. However, I do NOT want to include this
account in any budget reports. I unchecked the account that I don’t want
included in the budget reporting by going to Budget/Budget Summary / change
budget settings / select budget accounts. However, the account that was not
checked still appears in the list of transactions that have not been assigned
categories under Reports / spending by category. The transactions from this
account are still listed in red at the top of this report and are included as
unassigned in the report. How can I get this entire account removed from the
budget reports?

 

Tags
budget, setting
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