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#5
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| In microsoft.public.money, Dick Watson wrote: - quote - > As noted, I do that all of the time. I must still be missing something.
I was not sure what you were saying. I wondered if you meant that> ...(some time passes)... Maybe not. I just setup a testcase from scratch in > M04. Here may be the issue: > > Is "Tax Deduction" your only class or subclass? What happens if you create > > another--even if you never use it--but don't select it in the report? I > > didn't create a testcase with just one class defined to see if the report > > limits output to transactions tagged with the one class. The way these > > selections limit the reports isn't always sane since there aren't check > > boxes, say, for "any this classification" or "this classification empty". > I'd also call this a bug or at least a deficiency in Money: the > classification tabs in Money report customizations treat all classifications > (or just one of one) selects as select ... with classification like * or > isnull(classification). Select one of many and you get select ... with > classification="xyz". I think these tabs--and the category tab and maybe > payee--need explicit control over null and not null cases. the report will limit the subject to the particular classifications if there is at least one unselected box in the appropriate tab. And indeed that is what you are saying. If all or none of the particular boxes are selected for the classification, then transactions without that classification are displayed. Select a subset, and other transactions are omitted. Learn something every day. Seems obscure but useful. Learn something every day. - quote - > "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message > news:nndi02p278v422nqcv3beciqfd360qirc7[at]4ax.com... > > I assumed he was looking for a report where transactions that did > > not specify a value for that classification would be excluded from > > the report. |
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#4
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| As noted, I do that all of the time. I must still be missing something. ....(some time passes)... Maybe not. I just setup a testcase from scratch in M04. Here may be the issue: - quote - > Is "Tax Deduction" your only class or subclass? What happens if you create
I'd also call this a bug or at least a deficiency in Money: the> another--even if you never use it--but don't select it in the report? I > didn't create a testcase with just one class defined to see if the report > limits output to transactions tagged with the one class. The way these > selections limit the reports isn't always sane since there aren't check > boxes, say, for "any this classification" or "this classification empty". classification tabs in Money report customizations treat all classifications (or just one of one) selects as select ... with classification like * or isnull(classification). Select one of many and you get select ... with classification="xyz". I think these tabs--and the category tab and maybe payee--need explicit control over null and not null cases. "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message news:nndi02p278v422nqcv3beciqfd360qirc7[at]4ax.com... - quote - > I assumed he was looking for a report where transactions that did > not specify a value for that classification would be excluded from > the report. |
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#3
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| Although now that I see the M04 Classification1 setup dialog box, I see clearly why you might get there. "Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in message news:%23jmfZR1PGHA.4220[at]TK2MSFTNGP10.phx.gbl... - quote - > Whether you'd be better off in the long run, if you want to use > classification for this, doing something like naming classification1 > something like "Class" and then having a class:subclass like "Job > Expense:Non-reimbursed (deductible)"? This way you could still use Class > for things like Cell Phone 808)555-1212, Automobile:SLK230,> Vacation:Hawaii 2004, Property:1234 Pine Fern Oak Bush Ln., > Computer esktop IV, Flying:Hours and similar kinds of things drawn from> my experience with classification. |
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#2
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| In microsoft.public.money, Dick Watson wrote: - quote - > What is it about your case I don't know? I do these reports all of the time
I assumed he was looking for a report where transactions that did> by classification for auto maintenance by vehicle, vacation expenses by > vacation, expenses per cell phone, expenses associated with each computer, > and so on--all things I classify. Cal was quick to agree it couldn't be > done. Perhaps there is something I'm missing in the question or your > situation. not specify a value for that classification would be excluded from the report. |
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#1
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| Try customizing Transactions By Category. You should have a tab for your classification1 ("Job Expenses"), on it select Clear All then check your one class "Tax Deduction". This works here in M04. I'm wondering a number of things: What is it about your case I don't know? I do these reports all of the time by classification for auto maintenance by vehicle, vacation expenses by vacation, expenses per cell phone, expenses associated with each computer, and so on--all things I classify. Cal was quick to agree it couldn't be done. Perhaps there is something I'm missing in the question or your situation. Is "Tax Deduction" your only class or subclass? What happens if you create another--even if you never use it--but don't select it in the report? I didn't create a testcase with just one class defined to see if the report limits output to transactions tagged with the one class. The way these selections limit the reports isn't always sane since there aren't check boxes, say, for "any this classification" or "this classification empty". Why classification1 "Job Expenses" class "Tax Deduction" doesn't make just as much sense as Category:Subcategory "Job Expenses:Non-reimbursed (deductible)"? Whether you'd be better off in the long run, if you want to use classification for this, doing something like naming classification1 something like "Class" and then having a class:subclass like "Job Expense:Non-reimbursed (deductible)"? This way you could still use Class for things like Cell Phone 808)555-1212, Automobile:SLK230, Vacation:Hawaii2004, Property:1234 Pine Fern Oak Bush Ln., Computer esktop IV,Flying:Hours and similar kinds of things drawn from my experience with classification. <kubaton[at]gmail.com> wrote in message news:1141432521.172974.252880[at]p10g2000cwp.googlegroups.com... - quote - > Help! I've got a meeting with my tax guy tomorrow and I need to give > him a list of my tax-deductable business expenses. I use Money 2003 > Deluxe and in the "Categories & Payees" I setup a Classification named > "Job Expenses" with a class named "Tax Deduction". > But now when I got into Reports I can't find a way to create a report > with just the "Tax Deduction" class pulled from multiple accounts. What > am I missing? |
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| In microsoft.public.money, kubaton[at]gmail.com wrote: - quote - > Help! I've got a meeting with my tax guy tomorrow and I need to give
I don't think you can do that, but you can have the "Tax Deduction"> him a list of my tax-deductable business expenses. I use Money 2003 > Deluxe and in the "Categories & Payees" I setup a Classification named > "Job Expenses" with a class named "Tax Deduction". > But now when I got into Reports I can't find a way to create a report > with just the "Tax Deduction" class pulled from multiple accounts. What > am I missing? column show up on the report. Even better, you could specify to "subtotal by:Tax Deduction" on the Rows&Columns tab. Perhaps copying the report and pasting into a spreadsheet would be useful to you. You can also limit the report to "Tax Categories" on the category tab, if you have set selected the categories as tax categories. |
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#-1
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| Help! I've got a meeting with my tax guy tomorrow and I need to give him a list of my tax-deductable business expenses. I use Money 2003 Deluxe and in the "Categories & Payees" I setup a Classification named "Job Expenses" with a class named "Tax Deduction". But now when I got into Reports I can't find a way to create a report with just the "Tax Deduction" class pulled from multiple accounts. What am I missing? |
| Tags |
| classification, report |
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