The Monthly Reports cannot be customized.

Are you downloading these transactions? What Category are the transactions
in question? Are they really Transfer:[name of receiving account]?

"Earl J" <mrekj[at]blarg.net> wrote in message
news:%230flyiEJGHA.740[at]TK2MSFTNGP12.phx.gbl...
- quote -

In monthly reports if I transfer money to my checking account from my
savings account it shows up as an expense and as income in the report. The
other problem I have is that individual charges on my discover card show up
as expenses and again are taken off when I pay my discover card from my
checking account. I can't find anywhere to customize the monthly reports.
The customize under reports lets me not include discover in my accounts but
it still shows up in monthly reports.


"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:emNE9pDJGHA.1728[at]TK2MSFTNGP09.phx.gbl...
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Hmm. Advanced * is only M05/06. You didn't say what version you were using,
so I was guessing. Are you downloading these transactions? What Category are
the transactions in question? Are they really Transfer:[name of receiving
account]?

Income and Spending customize Category tab has a check box for Include
Transfers.

Monthly Income and Expenses customize Rows and Columns tab has an option
group for how to treat transfers.

Spending by Payee customize Category tab has a check box for Include
Transfers.

Many other do as well.

Please provide some more details like quoting a Transaction you don't want
to appear and what report it appears in.

"Earl J" <mrekj[at]blarg.net> wrote in message
news:OLvZZiDJGHA.2472[at]TK2MSFTNGP10.phx.gbl...
- quote -

Sorry, I'm still on Money 2004. Can't find an advanced register. The
customize reports doesn't seem to let me eliminate transfers without setting
only on payments or deposits.


"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:ONEjaSBJGHA.1832[at]TK2MSFTNGP11.phx.gbl...
- quote -

Oh, also, if you download transaction data from the institutions on either
side of these transactions, see http://umpmfaq.info/faqdb.php?q=147.

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:O8h6cEBJGHA.3408[at]TK2MSFTNGP12.phx.gbl...
- quote -

M05/M06? Essential Register? Category "Credit Card Payments/Transfer"? In
Advanced Register, there is a special Category called "Transfer" and another
called "Credit Card Payment". They are precisely for this purpose. Set Money
to use Advanced Registers if you haven't already. Also see
http://umpmfaq.info/faqdb.php?q=167 re. the entirely bogus Expense Category
called "Credit Card Payments/Transfer". Finally, some reports, in Advanced
Reports, have customization choices that allow Transfers or Credit Card
Payments (but not "Credit Card Payments/Transfer") to be included or
excluded. You haven't given enough information to tell which of these paths
is most appropriate. Hopefully, one of them gets you where you want to go.

"Earl J" <mrekj[at]blarg.net> wrote in message
news:Oo9nG39IGHA.2912[at]tk2msftngp13.phx.gbl...
- quote -

How do I keep transfers between accounts and institutions from showing up as
expenses and income in monthly and other reports. Must be something simple
but I have yet to find it. Thanks!