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  #6  
Old 01-31-2007, 02:42 AM
Dick Watson
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Posts: n/a
Default Re: Keeping it simple: Microsoft Money 2007 Deluxe is my version

Cool. This stuff doesn't come naturally. Many users, my self included way
back when, have to mess with it for a while until the "light bulb moment"
when it's clear what's going on.

"adhdcoachglen" <adhdcoachglen[at]discussions.microsoft.com> wrote in message
news:7231CF2B-FCA3-49D8-94B3-1438C0D3E514[at]microsoft.com...
- quote -

> I'll take a closer look and find out what my questions are (where I get
> stumped) and then let you know tomorrow.



  #5  
Old 01-31-2007, 01:40 AM
adhdcoachglen
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Posts: n/a
Default Re: Keeping it simple: Microsoft Money 2007 Deluxe is my version

Yes, Dick, I did find the settings on a page with lots of stuff under "tools"
and I'm already using Advanced. I think you are exactly right in that I
don't know how to categorize my entries. I did label the transfers as "not
an expense" because to me, they weren't. This is why I ran screaming from
the one accounting class they made me take in high school where debits were
money I got and credits were money gone. I just can't think like that. I
never got one word problem right in algebra in spite of high aptitude and
very high overall IQ. I have "dyscalcula" and was relieved to find there was
a name for it as it's similar to dyslexia but with numbers. I need to re-do
those categories so they don't show up as anything when I'm just moving from
one account where the money is deposited into the joint account my wife and I
share which she also uses to transfer money into from her salary check
monthly.

I'll take a closer look and find out what my questions are (where I get
stumped) and then let you know tomorrow.

Thanks.

"Dick Watson" wrote:

- quote -

> Now we are on the same plane. I don't see my Transfers in this graph. I
> think we need to go back to some Money basics that you may missed along the
> way. Many people who do the downloaded data thing get to this point without
> understanding these fundamentals.
> What do you mean "'not an expense' category I labeled those transfers"?
> Money has categories that are Expense (money flow that made you poorer),
> Income (money flow that made you richer), and then there are the "special
> categories" that aren't Expense or Income (generally money flow that made
> you neither richer nor poorer--like moving money from one pocket to
> another). Special Categories include one called Transfer. Transfer has the
> unique property of putting the same amount in one account with a transaction
> that it took out of another account with another transaction--and both of
> these transactions are the SAME fundamental transaction stored in Money.
> There are also confusing categories that Microsoft sprinkled in to mess with
> people whoa re just trying to understand how this stuff works. The Income
> category "Not an Expense" is one of these. The Expense category "Credit Card
> Payments / Transfers" is another one.
> If you have categorized "transfers" as "Not an Expense" you have used an
> Income Category, not the special category Transfer. If you have two separate
> transactions in accounts that you think of as a Transfer but you can change
> the amount in them independently--or enter different memos in each of
> them--then you don't have a Transfer Special Category transaction, you have
> two separate transactions, likely one of which is some Income category and
> the other one of which is some Expense category.
> Do you download transactions? (See http://umpmfaq.info/faqdb.php?q=147 for
> some insight if this is the case.) Are you using Advanced Register (look in
> upper left corner of registers)?
> "adhdcoachglen" <adhdcoachglen[at]discussions.microsoft.com> wrote in message
> news:1F07577B-2A98-4955-8475-B016563262A7[at]microsoft.com...
> > The pie chart opens when the program boots and is labeled "Spending by
> > category". To the left are "Favorite accounts (and they're listed) then
> > BIlls and deposits", then What's new in Microsoft Money so that should get
> > us
> > on the same page. Yes, I have those credit card payments and "Transfers"
> > which are the problem with my pie chart. Too many transfers take up 1/3rd
> > of
> > the pie chart and I can't tell how much I spend in each catagory as some
> > are
> > very tiny in proportion to the huge "not an expense" catagory I labeled
> > those
> > transfers. I'd just like to skip the transfers showing up on the chart
> > altogether. Thanks for taking the time to answer.

  #4  
Old 01-31-2007, 01:30 AM
Dick Watson
Guest
 
Posts: n/a
Default Re: Keeping it simple: Microsoft Money 2007 Deluxe is my version

Now we are on the same plane. I don't see my Transfers in this graph. I
think we need to go back to some Money basics that you may missed along the
way. Many people who do the downloaded data thing get to this point without
understanding these fundamentals.

What do you mean "'not an expense' category I labeled those transfers"?

Money has categories that are Expense (money flow that made you poorer),
Income (money flow that made you richer), and then there are the "special
categories" that aren't Expense or Income (generally money flow that made
you neither richer nor poorer--like moving money from one pocket to
another). Special Categories include one called Transfer. Transfer has the
unique property of putting the same amount in one account with a transaction
that it took out of another account with another transaction--and both of
these transactions are the SAME fundamental transaction stored in Money.

There are also confusing categories that Microsoft sprinkled in to mess with
people whoa re just trying to understand how this stuff works. The Income
category "Not an Expense" is one of these. The Expense category "Credit Card
Payments / Transfers" is another one.

If you have categorized "transfers" as "Not an Expense" you have used an
Income Category, not the special category Transfer. If you have two separate
transactions in accounts that you think of as a Transfer but you can change
the amount in them independently--or enter different memos in each of
them--then you don't have a Transfer Special Category transaction, you have
two separate transactions, likely one of which is some Income category and
the other one of which is some Expense category.

Do you download transactions? (See http://umpmfaq.info/faqdb.php?q=147 for
some insight if this is the case.) Are you using Advanced Register (look in
upper left corner of registers)?

"adhdcoachglen" <adhdcoachglen[at]discussions.microsoft.com> wrote in message
news:1F07577B-2A98-4955-8475-B016563262A7[at]microsoft.com...
- quote -

> The pie chart opens when the program boots and is labeled "Spending by
> category". To the left are "Favorite accounts (and they're listed) then
> BIlls and deposits", then What's new in Microsoft Money so that should get
> us
> on the same page. Yes, I have those credit card payments and "Transfers"
> which are the problem with my pie chart. Too many transfers take up 1/3rd
> of
> the pie chart and I can't tell how much I spend in each catagory as some
> are
> very tiny in proportion to the huge "not an expense" catagory I labeled
> those
> transfers. I'd just like to skip the transfers showing up on the chart
> altogether. Thanks for taking the time to answer.



  #3  
Old 01-31-2007, 12:06 AM
adhdcoachglen
Guest
 
Posts: n/a
Default Keeping it simple: Microsoft Money 2007 Deluxe is my version


The pie chart opens when the program boots and is labeled "Spending by
category". To the left are "Favorite accounts (and they're listed) then
BIlls and deposits", then What's new in Microsoft Money so that should get us
on the same page. Yes, I have those credit card payments and "Transfers"
which are the problem with my pie chart. Too many transfers take up 1/3rd of
the pie chart and I can't tell how much I spend in each catagory as some are
very tiny in proportion to the huge "not an expense" catagory I labeled those
transfers. I'd just like to skip the transfers showing up on the chart
altogether. Thanks for taking the time to answer.
"Dick Watson" wrote:

- quote -

> There are settings for it in Tools|Settings and in the upper right corner of
> the registers it says Advanced or Essential Register. I believe you can
> click here or on the little icon here and get the option to change. (Note:
> this is for M05-7 but not MEss (Money Essentials). You don't specify your
> version--OP was M05--and this does, sadly, make a difference.)
> As to Transfers showing in a pie chart, sorry, but we'll need more context
> to help. Which chart? Where displayed? What are its settings? Finally, how
> are your "transfers" categorized? Transfer:Name of Account (not possible in
> MEss and maybe not possible (?) in Essential Register of M05-07 not MEss
> editions.)? Credit Card Payments / Transfers?
> Dear Microsoft lurkers: it used to be a whole lot easier answering questions
> like this before you bifurcated and bifurcated and then obscured this stuff
> with Essential * then MEss, and with stupid stuff like "Credit Card Payments
> / Transfers".
> "adhdcoachglen" <adhdcoachglen[at]discussions.microsoft.com> wrote in message
> news76D8651-E8A6-4DBB-87D5-ECB73AD5F686[at]microsoft.com...
> > I looked at every menu I could find and I don't see "Advanced Register".
> > Where is it? Also, I have a pie chart with almost half of it taken up
> > with
> > transfers from one account to another as jlcarty had. My income is in two
> > accounts and I spend it in two others. I want a pie chart that only shows
> > 1
> > income/deposit and all the expenses categorized. I haven't figured out how
> > to
> > do that yet. Can you help? Please also tell me where to find those menus
> > such as "Advanced Register" as I am not familiar with Money 2007 or where
> > those menus are. This is my first attempt to use such a program, but I
> > desperately need it!

  #2  
Old 01-30-2007, 11:25 PM
Dick Watson
Guest
 
Posts: n/a
Default Re: How do I deal with account transfers

There are settings for it in Tools|Settings and in the upper right corner of
the registers it says Advanced or Essential Register. I believe you can
click here or on the little icon here and get the option to change. (Note:
this is for M05-7 but not MEss (Money Essentials). You don't specify your
version--OP was M05--and this does, sadly, make a difference.)

As to Transfers showing in a pie chart, sorry, but we'll need more context
to help. Which chart? Where displayed? What are its settings? Finally, how
are your "transfers" categorized? Transfer:Name of Account (not possible in
MEss and maybe not possible (?) in Essential Register of M05-07 not MEss
editions.)? Credit Card Payments / Transfers?

Dear Microsoft lurkers: it used to be a whole lot easier answering questions
like this before you bifurcated and bifurcated and then obscured this stuff
with Essential * then MEss, and with stupid stuff like "Credit Card Payments
/ Transfers".

"adhdcoachglen" <adhdcoachglen[at]discussions.microsoft.com> wrote in message
news76D8651-E8A6-4DBB-87D5-ECB73AD5F686[at]microsoft.com...
- quote -

> I looked at every menu I could find and I don't see "Advanced Register".
> Where is it? Also, I have a pie chart with almost half of it taken up
> with
> transfers from one account to another as jlcarty had. My income is in two
> accounts and I spend it in two others. I want a pie chart that only shows
> 1
> income/deposit and all the expenses categorized. I haven't figured out how
> to
> do that yet. Can you help? Please also tell me where to find those menus
> such as "Advanced Register" as I am not familiar with Money 2007 or where
> those menus are. This is my first attempt to use such a program, but I
> desperately need it!



  #1  
Old 01-30-2007, 10:35 PM
adhdcoachglen
Guest
 
Posts: n/a
Default Re: How do I deal with account transfers

Dick,
I looked at every menu I could find and I don't see "Advanced Register".
Where is it? Also, I have a pie chart with almost half of it taken up with
transfers from one account to another as jlcarty had. My income is in two
accounts and I spend it in two others. I want a pie chart that only shows 1
income/deposit and all the expenses categorized. I haven't figured out how to
do that yet. Can you help? Please also tell me where to find those menus
such as "Advanced Register" as I am not familiar with Money 2007 or where
those menus are. This is my first attempt to use such a program, but I
desperately need it!

"Dick Watson" wrote:

- quote -

> Turn on Advanced Register. Schedule, in Advanced Bills, a Transfer:[name of
> second account]. Enter the schedule transfer in the register once a week.
> That's all there is to it. Transfer is your friend. And it isn't an expense
> category.
> "jlcarty18" <jlcarty18[at]discussions.microsoft.com> wrote in message
> news:B250E57D-65C8-4EC3-B40A-E81A4FE742D4[at]microsoft.com...
> > OK this is what's going on and I don't know how to deal with it. I have
> > two
> > different checkinig accounts with the same bank. Into the first all our
> > paychecks are direct deposited and all our bills come out through
> > automatic
> > or bill pay. Also a set amount is transfered from here to the second
> > account
> > each week. It's from this second one that we go out to eat, go grocery
> > shopping, etc. So how should I handle that weekly transfer out of the
> > first
> > accoun in Money 2005t? I don't want it showing up as a catagory on my
> > budget
> > graphs because it's not really a catagory. Even without assigning it one
> > my
> > budget makes it one called Expense. This just means that this amount of
> > money is double represented in my pie chart and it looks all confusing. I
> > don't want the transfer in my budjet but do want it there when I
> > catagorize
> > expenses in the second account.

 
Old 01-27-2006, 08:19 PM
Dick Watson
Guest
 
Posts: n/a
Default Re: How do I deal with account transfers

Turn on Advanced Register. Schedule, in Advanced Bills, a Transfer:[name of
second account]. Enter the schedule transfer in the register once a week.
That's all there is to it. Transfer is your friend. And it isn't an expense
category.

"jlcarty18" <jlcarty18[at]discussions.microsoft.com> wrote in message
news:B250E57D-65C8-4EC3-B40A-E81A4FE742D4[at]microsoft.com...
- quote -

> OK this is what's going on and I don't know how to deal with it. I have
> two
> different checkinig accounts with the same bank. Into the first all our
> paychecks are direct deposited and all our bills come out through
> automatic
> or bill pay. Also a set amount is transfered from here to the second
> account
> each week. It's from this second one that we go out to eat, go grocery
> shopping, etc. So how should I handle that weekly transfer out of the
> first
> accoun in Money 2005t? I don't want it showing up as a catagory on my
> budget
> graphs because it's not really a catagory. Even without assigning it one
> my
> budget makes it one called Expense. This just means that this amount of
> money is double represented in my pie chart and it looks all confusing. I
> don't want the transfer in my budjet but do want it there when I
> catagorize
> expenses in the second account.



  #-1  
Old 01-27-2006, 05:56 PM
jlcarty18
Guest
 
Posts: n/a
Default How do I deal with account transfers

OK this is what's going on and I don't know how to deal with it. I have two
different checkinig accounts with the same bank. Into the first all our
paychecks are direct deposited and all our bills come out through automatic
or bill pay. Also a set amount is transfered from here to the second account
each week. It's from this second one that we go out to eat, go grocery
shopping, etc. So how should I handle that weekly transfer out of the first
accoun in Money 2005t? I don't want it showing up as a catagory on my budget
graphs because it's not really a catagory. Even without assigning it one my
budget makes it one called Expense. This just means that this amount of
money is double represented in my pie chart and it looks all confusing. I
don't want the transfer in my budjet but do want it there when I catagorize
expenses in the second account.
 

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