Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
  #1  
Old 04-03-2006, 03:28 AM
Anti2005
Guest
 
Posts: n/a
Default RE: 2005 Deluxe Reports - transfers not showing up

I have a similar prob. I have added savings account to my savings plan and
set up contributions to that savings account. Those are listed in bills
summary as reccuring bills. But monthly report still reports I have no
scheduled transfers to savings plan. Whats wrong?

Second question is: I have an Investment account marked as Watch. In
Portfolio Manager I want to see this account, so I need to have checked the
"show watch acc." box. But I do not want to see this account in my report ( I
do not own those investments, just watch them, so why reporting them?)? When
I uncheck the watch account out of the report, it also disappear from the PM.


 
Old 03-23-2006, 10:41 PM
Dick Watson
Guest
 
Posts: n/a
Default RE: 2005 Deluxe Reports - transfers not showing up

Are these additions to Savings categorized as Transfer:Savings Account in the
account you are transferring the money from? If so, did you exclude the
Savings account from the reports for Income and Expenses when you checked the
include transfers to or from accounts not in the report box? Are you using
Adavnced Register for all your accounts? Have you deleted the bogus M05/6
expense category Credit Card Payments/Transfer?

Generally, savings are not Income or Expense. It's like transferring (get
it?) money from your left pocket ot your right pocket.

When the Monthly report says "you saved $x last month", I think you will
find it really means your income was more than your expenses by $x. There are
probably circumstances where you could Transfer to Savings and this would
still not be true.

"thund11" wrote:

- quote -

> Ok, need help!!! When I run a report for Income and Expenses in Money 2005
> Deluxe my transfers to savings do not show up. I selected the "Include
> transfers to or from asset or liability accounts" & "Include transfers to or
> from accounts that aren't in the report" as well and still, my transfers from
> my checking to savings do not show up. Nor do my additions to my savings
> accounts show up in the monthly reports. I always get the message "there
> were no additions added to your savings this month" (paraphrasing). I am
> extremely frustrated. I can not figure out how to get the savings transfers
> to show up. My transfer to expense accounts such as car payment/credit card
> show up, but not the ones to my savings. Any clue why?

  #-1  
Old 03-23-2006, 02:00 PM
thund11
Guest
 
Posts: n/a
Default 2005 Deluxe Reports - transfers not showing up

Ok, need help!!! When I run a report for Income and Expenses in Money 2005
Deluxe my transfers to savings do not show up. I selected the "Include
transfers to or from asset or liability accounts" & "Include transfers to or
from accounts that aren't in the report" as well and still, my transfers from
my checking to savings do not show up. Nor do my additions to my savings
accounts show up in the monthly reports. I always get the message "there
were no additions added to your savings this month" (paraphrasing). I am
extremely frustrated. I can not figure out how to get the savings transfers
to show up. My transfer to expense accounts such as car payment/credit card
show up, but not the ones to my savings. Any clue why?
 

Tags
2005, deluxe, reports, showing, transfers
Similar Threads
Thread Forum Replies Last Post
Wrong transfers showing up in report
Tod DeBie: I am using Money 2004 Small Business on a Windows XP Pro system. I have rental property and have setup two top level categories in Money to track...
Microsoft Money 2 12-31-2005 05:42 PM
Deleted transfers showing up in budget planner (M04)
rin1018: In M04's budget planner under 'tranfers out of budget accounts' I have two transfers appearing from my checking to a cc account that I recently paid...
Microsoft Money 2 05-25-2005 01:31 AM
2005 SB: Payment for invoices not showing as income in reports?
Kollen Glynn: I just upgraded to 2005 and I am not impressed so far. For some reason downloaded transactions cannot be marked as "Payment for Invoice", you have...
Microsoft Money 7 10-22-2004 05:01 PM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 06:00 PM.