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#1
02-13-2006, 02:50 AM
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 Re: New User: Transfers between Accounts "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message news:jarvu115qnvrsahaipmnd04htrcsdcd846[at]4ax.com... - quote - > > > 1. Is there a way to set-up a category that is not income or expense but
The additional detail is that accounts affected by transfers must all be IN> > rather a transfer to Investment Account or transfer to Checking, etc? > > When I > > view reports it is thrown off by these types of transfers. > You can select > Tools-> Settings-> AccountSettings(global)-> DisplayAllAccountsIn...Advanced > Then at the bottom of the category drop-down list under the SPECIAL > heading is Transfer. The sub-category is the account that the > transfer is to/from. the budget or OUT of the budget. Otherwise the transactions will be lumped into the special "Transfers into" or "Transfer out of" categories of the budget, and those descriptions cannot be revised in any way. Accounts are configured as budget or non-budget on the details page of each account. -- Chris Cowles Gainesville, FL |
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02-13-2006, 01:24 AM
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| Re: New User: Transfers between Accounts In microsoft.public.money, TAJ2 wrote: - quote - > After getting fed up with Quicken not being able to download the correct
You can select> information from my Schwab account I downloaded the trial version of Money > today. I must say that so far it is much easier to use with Quicken but I > have a couple of issues: > 1. Is there a way to set-up a category that is not income or expense but > rather a transfer to Investment Account or transfer to Checking, etc? When I > view reports it is thrown off by these types of transfers. Tools-> Settings-> AccountSettings(global)-> DisplayAllAccountsIn...Advanced Then at the bottom of the category drop-down list under the SPECIAL heading is Transfer. The sub-category is the account that the transfer is to/from. - quote - > 2. Is there a way to change asset allocation categories to included
no.> International equities, etc.? |
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#-1
02-13-2006, 01:22 AM
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| New User: Transfers between Accounts After getting fed up with Quicken not being able to download the correct information from my Schwab account I downloaded the trial version of Money today. I must say that so far it is much easier to use with Quicken but I have a couple of issues: 1. Is there a way to set-up a category that is not income or expense but rather a transfer to Investment Account or transfer to Checking, etc? When I view reports it is thrown off by these types of transfers. 2. Is there a way to change asset allocation categories to included International equities, etc.? Thanks |
| Tags |
| accounts, transfers, user |
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