"Mikie" <francisco9[at]att.net> wrote in message
news:1139499195.988811.98970[at]f14g2000cwb.googlegroups.com...
- quote -

Post the $527 deposit in an account called 'Refunds Due' or something like
that, dated 12/31/2005. Categorize as negative federal income tax expense
(to reduce 2005 expense). When you deposit the return check, characterize as
transfer from 'Refunds Due'. Transfer to savings if you want.

That gets it off income and entirely out of this budget year. The only other
issue is whether or not the deposit, refunds due, or savings accounts are in
or out of the budget. If not all in or not all out, you'll get some transfer
in or transfer out income/expense transactions on the budget, for the month
of the deposit. Those can be resolved by setting all accounts to the same
budget status, if that fits in with your other budget plans.

If you deposit the check dated this year, and characterize as negative
federal income tax using a category linked to a tax line, Money will ask if
it applies to this tax year or the previous. Selecting previous allocates it
properly for tax reports, but it still shows up on the budget for the month
in which the transaction actually occurred.

You may find the second method simpler. I prefer the first one. It's not
hard to understand or implement.

If you want to see the effect on your bank balances in some report, review
cash flow. Cash flow and budget are distinct.
--
Chris Cowles
Gainesville, FL

RE: MS MONEY 2006 Retail

Hi, Every step of the way an adventure!!!

I made a split deposit to the "Accounts List" showing $527 tax
return, as Other Income, and $500 OUT to Savings. The $27. remains in
Other Income-Tax Return.

Now the budget Report shows = Other Income:Tax-Return $27.00, This is
not a true, representative figure of "Other Income", which is really
$527., not $27..

How can I post a split entry showing both the $527 IN, and the $500.
OUT, as two separate lines in the Monthly Budget.

ThanX
Mike