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  #5  
Old 03-04-2006, 02:37 PM
Cal Learner-- MVP
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Default Re: Report by classification?

In microsoft.public.money, Dick Watson wrote:

- quote -

> 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:
> > 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.


I was not sure what you were saying. I wondered if you meant that
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.

  #4  
Old 03-04-2006, 12:13 PM
Dick Watson
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Default Re: Report by classification?

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
> 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.

"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.



  #3  
Old 03-04-2006, 12:04 PM
Dick Watson
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Default Re: Report by classification?

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 Phone808)555-1212, Automobile:SLK230,
> Vacation:Hawaii 2004, Property:1234 Pine Fern Oak Bush Ln.,
> Computeresktop IV, Flying:Hours and similar kinds of things drawn from
> my experience with classification.



  #2  
Old 03-04-2006, 05:44 AM
Cal Learner-- MVP
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Posts: n/a
Default Re: Report by classification?

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
> 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.


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.
  #1  
Old 03-04-2006, 05:24 AM
Dick Watson
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Posts: n/a
Default Re: Report by classification?

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 Phone808)555-1212, Automobile:SLK230, Vacation:Hawaii
2004, Property:1234 Pine Fern Oak Bush Ln., Computeresktop 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?



 
Old 03-04-2006, 12:01 AM
Cal Learner-- MVP
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Posts: n/a
Default Re: Report by classification?

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
> 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?


I don't think you can do that, but you can have the "Tax Deduction"
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.

  #-1  
Old 03-03-2006, 11:35 PM
kubaton@gmail.com
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Posts: n/a
Default Report by classification?

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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