These underscores can appear in categories that was imported into Money from
Managing Your Money (either directly or via Quicken) many years ago.

--
Michael Gordon
MVP


"dswann" <dswann[at]discussions.microsoft.com> wrote in message
news:A2878A50-685F-4A3A-A340-3DD497F328D5[at]microsoft.com...
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In microsoft.public.money, dswann wrote:

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Here? Do you mean the "tax-related transaction report"? If so, try
resetting the report. Then make sure the date range includes a
period where you have dividends.

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Is there a list published anywhere that gives the default Money categories?
Thinking back, this Money file originated from a converted Quicken file and
these category names may have been imported from Quicken.

"Cal Learner-- MVP" wrote:

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Sorry, but the dividends entered into an investment account register do not
show up here either. The only place they show up is in the Investment
Transactions report in the Investment area of reports. I still don't see why
they don't show up in the tax-related reports as this income is certainly
taxable. Isn't the whole idea of any tax related report is to show all of the
taxable items in one report and to not have to run several reports to catch
all of the data?

"Cal Learner-- MVP" wrote:

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In microsoft.public.money, dswann wrote:

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reports. If you don't see that as a choice, select
Reports-> ChangeReportSettings-> SwitchFromEssentialToAdvancedReports

In microsoft.public.money, dswann wrote:

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Assuming you are talking about what I think you are talking about,
then whoever created those categories put that underscore there.
They are not default categories. By putting the underscore, they
alphabetize first in the lists.

You can rename categories as you like.

I have reset the date to last year for this report. I don't think I
communicated my issue very well. In a Money brokerage account, there is an
"investment" register and a "cash" register. I have stocks that pay dividends
that are entered in the investment register. For each entry, you choose an
activity such as "sell", "buy", "add shares", etc. One of the choices is
"dividend", which is for when either you are mailed a check or if the
brokerage deposits the check into the brokerage cash account. The other
choice is "reinvest dividend" for the case when the dividend is used to
purchase additional shares. If "dividend" is chosen for the activity, then
the transaction entry box has a "transfer to" box to choose where the money
goes. If "reinvest dividend" is chosen, then you get to input entries for the
# of shares and price for the purchase. In both cases there is not an
opportunity to chose a "category" for the transaction. The Tax Category
Manager does not list investment "activities" as choices for tax lines. It
seems that the tax report is looking at categories, not investment
activities. However, the portfolio manager correctly shows these two types of
dividend entries as income.

I agree that it is best to use 1099's for actual tax return, but like you, I
use the Money reports for sanity checks and tax estimating. I do not export
to tax programs, but do like to use the tax reports as a check.

A separate question:, what is the significance of the underscore in front of
the first category choices (both income and expense)? And why are the so
cryptic? Are they left over from earlier versions that had DOS limitations?

Thanks


"Cal Learner-- MVP" wrote:

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In microsoft.public.money, dswann wrote:

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Consider resetting the reports. Set the date to cover last year.

Make sure the accounts are not listed as retirement or tax-deferred.


Also, Money will export tax information to a tax program. That is
very useful for schedule D. It should be very useful for schedule C
and E (you can have more). If you are using schedule F, say so.

For schedule A and B info, I would rather use the 1099s myself, but
use Money for sanity checking and estimating in those area. You
choose which data you export to TXF for the schedules:

M04:Taxes-> ExportToTaxCut (even to export to TurboTax)
M05:Taxes-> TaxTools-> ExportToTaxSoftware


You determine which categories get fed to that TXF for the selected
forms:

See the Tax Category Manager
M04:Taxes-> TaxLineManager-> TaxCategoryManager
M05:Taxes-> TaxTools-> TaxLineManager-> GoToTaxCategoryManager

There you can determine which categories go to tax lines, and which
line they go to. You can change things.

How do I get the "Tax Related Transactions" report and the "Tax Software
Report" to list dividends and reinvested dividends that are entered as an
activity in an investment account? The only dividends listed in these reports
are a couple of incorrect entries I made where I entered the transaction
directly into a bank account and chose "dividend" for the category. It seems
like the program does not recognize the investment activity of "dividend" or
"reinvested dividend" as income.