Excluding multiple checking accounts from budget totals?

#9 02-22-2006, 03:44 AM

"Raichean" <Raichean[at]discussions.microsoft.com> wrote in message
news:08CC27C2-9722-45B0-A27B-E112F3D08390[at]microsoft.com...
- quote -

> Yes, I am on that same page, but the 'adj. balance' column on the far
> right.
> It totals both checking accounts, both savings accounts and shows the
> total
> of all 4 at the bottom. What I would prefer if possible is for it to just
> show the two primary accounts as it throws off the "real" number of what
> is
> available for my finances by combining them all.

That screen totals all accounts. The fact that you consider the account not
'real' does not change the fact that it is. So your problem is getting it to
not download, if that's what you want. I don't know if that's possible.
--
Chris Cowles
Gainesville, FL

#8 02-21-2006, 07:10 PM

"Raichean" <Raichean[at]discussions.microsoft.com> wrote in message
news:734E7480-DCD9-4E90-B566-837D75762E74[at]microsoft.com...
- quote -

> Howdy!
> Running Money06, and I have two checking accounts synching through Bank of
> America. Everything there is working well, but one thing that I dont like
is
> that the totals for BOTH accounts are added together.
> I have two accounts, 'personal' and 'class', and both accounts are shown
in
> the net balance statements, the 'spending by catagory' chart on the home
page
> etc.
> I would like to keep synched with my class account, but want it excluded
> from all of the balances.. any suggestions?

Go to the budget screen. Find on that screen something that says along the
lines of 'Accounts Include in Budget'. Click on that link and then uncheck
the class account.

#7 02-21-2006, 04:55 PM

Yes, I am on that same page, but the 'adj. balance' column on the far right.
It totals both checking accounts, both savings accounts and shows the total
of all 4 at the bottom. What I would prefer if possible is for it to just
show the two primary accounts as it throws off the "real" number of what is
available for my finances by combining them all.

"Chris Cowles" wrote:

- quote -

> "Raichean" <Raichean[at]discussions.microsoft.com> wrote in message
> news:BFFF5F04-158C-4241-9A61-CF7742F711F2[at]microsoft.com...
> > How odd... there is a subtotal in several places.. under each subsection
> > (accounts, credit cards, investments) but then one at the bottom for the
> > net
> > result of all of them
> When I click on the banking tab, I get an account list. Is that what you
> see? What's the title of the page? What's it sorted by?
> --
> Chris Cowles
> Gainesville, FL

#6 02-21-2006, 02:42 AM

"Raichean" <Raichean[at]discussions.microsoft.com> wrote in message
news:BFFF5F04-158C-4241-9A61-CF7742F711F2[at]microsoft.com...
- quote -

> How odd... there is a subtotal in several places.. under each subsection
> (accounts, credit cards, investments) but then one at the bottom for the
> net
> result of all of them

When I click on the banking tab, I get an account list. Is that what you
see? What's the title of the page? What's it sorted by?
--
Chris Cowles
Gainesville, FL

#5 02-21-2006, 01:05 AM

How odd... there is a subtotal in several places.. under each subsection
(accounts, credit cards, investments) but then one at the bottom for the net
result of all of them

"Chris Cowles" wrote:

- quote -

> "Raichean" <Raichean[at]discussions.microsoft.com> wrote in message
> news:95E2E75C-E04B-4A53-AE45-18E5B0491150[at]microsoft.com...
> > Spending by catagory on the home page (pie graph)
> I don't think you can control the content of that graph when displayed on
> the home page, but you can remove it. Many people report that Money speeds
> up considerably when you suppress graphs of that nature and spending tracker
> in register. You can always see those exact same graphs, customized to your
> satisfaction, on the reports page.
> If you want it off the home page, click the 'Customize content or layout'
> link in the upper right corner of the home page.
> > and the subtotal row on the banking page.
> I clicked on 'banking' and get an account list. I don't see a 'subtotal'
> row.
> --
> Chris Cowles
> Gainesville, FL

#4 02-21-2006, 12:07 AM

"Raichean" <Raichean[at]discussions.microsoft.com> wrote in message
news:95E2E75C-E04B-4A53-AE45-18E5B0491150[at]microsoft.com...
- quote -

> Spending by catagory on the home page (pie graph)

I don't think you can control the content of that graph when displayed on
the home page, but you can remove it. Many people report that Money speeds
up considerably when you suppress graphs of that nature and spending tracker
in register. You can always see those exact same graphs, customized to your
satisfaction, on the reports page.

If you want it off the home page, click the 'Customize content or layout'
link in the upper right corner of the home page.

- quote -

> and the subtotal row on the banking page.

I clicked on 'banking' and get an account list. I don't see a 'subtotal'
row.
--
Chris Cowles
Gainesville, FL

#3 02-20-2006, 11:44 PM

Spending by catagory on the home page (pie graph) and the subtotal row on the
banking page.

"Chris Cowles" wrote:

- quote -

> "Raichean" <Raichean[at]discussions.microsoft.com> wrote in message
> news:CCD60623-B01B-4073-8E86-214FCE4ED688[at]microsoft.com...
> > In the banking tab, accounts adjusted subtotal, it still includes the
> > class
> > account.
> > > So.. just say one is 500, and the other 50, the total still shows 550. It
> > also still shows in the home page graph. Hmmm..
> Exactly what report are you looking at?
> --
> Chris Cowles
> Gainesville, FL

#2 02-20-2006, 11:18 PM

"Raichean" <Raichean[at]discussions.microsoft.com> wrote in message
news:CCD60623-B01B-4073-8E86-214FCE4ED688[at]microsoft.com...
- quote -

> In the banking tab, accounts adjusted subtotal, it still includes the
> class
> account.
> So.. just say one is 500, and the other 50, the total still shows 550. It
> also still shows in the home page graph. Hmmm..

Exactly what report are you looking at?
--
Chris Cowles
Gainesville, FL

#1 02-20-2006, 10:43 PM

In the banking tab, accounts adjusted subtotal, it still includes the class
account.

So.. just say one is 500, and the other 50, the total still shows 550. It
also still shows in the home page graph. Hmmm..

"Chris Cowles" wrote:

- quote -

> "Raichean" <Raichean[at]discussions.microsoft.com> wrote in message
> news:734E7480-DCD9-4E90-B566-837D75762E74[at]microsoft.com...
> > Howdy!
> > > Running Money06, and I have two checking accounts synching through Bank of
> > America. Everything there is working well, but one thing that I dont like
> > is
> > that the totals for BOTH accounts are added together.
> > > I have two accounts, 'personal' and 'class', and both accounts are shown
> > in
> > the net balance statements, the 'spending by catagory' chart on the home
> > page
> > etc.
> > > I would like to keep synched with my class account, but want it excluded
> > from all of the balances.. any suggestions?
> Are you talking about synching, or budget. Those are two different issues.
> With respect to synching, I can't answer. I have no experience with Bank of
> America.
> With respect to budget, go to the 'Change Account Settings' page to uncheck
> 'Include this account in the budget planner'.
> --
> Chris Cowles
> Gainesville, FL

02-20-2006, 10:29 PM

"Raichean" <Raichean[at]discussions.microsoft.com> wrote in message
news:734E7480-DCD9-4E90-B566-837D75762E74[at]microsoft.com...
- quote -

> Howdy!
> Running Money06, and I have two checking accounts synching through Bank of
> America. Everything there is working well, but one thing that I dont like
> is
> that the totals for BOTH accounts are added together.
> I have two accounts, 'personal' and 'class', and both accounts are shown
> in
> the net balance statements, the 'spending by catagory' chart on the home
> page
> etc.
> I would like to keep synched with my class account, but want it excluded
> from all of the balances.. any suggestions?

Are you talking about synching, or budget. Those are two different issues.

With respect to synching, I can't answer. I have no experience with Bank of
America.

With respect to budget, go to the 'Change Account Settings' page to uncheck
'Include this account in the budget planner'.
--
Chris Cowles
Gainesville, FL

#-1 02-20-2006, 10:13 PM

Howdy!

Running Money06, and I have two checking accounts synching through Bank of
America. Everything there is working well, but one thing that I dont like is
that the totals for BOTH accounts are added together.

I have two accounts, 'personal' and 'class', and both accounts are shown in
the net balance statements, the 'spending by catagory' chart on the home page
etc.

I would like to keep synched with my class account, but want it excluded
from all of the balances.. any suggestions?

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