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#2
05-02-2006, 12:23 AM
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 Re: Budget Items do not appear in Monthly Budget Report "R. Ian Lee" <RIanLee[at]discussions.microsoft.com> wrote in message news:08B4C987-8679-4063-8AB2-2A0034F8A5A2[at]microsoft.com... - quote - > Chris,
In Money, a HELOC is simply a credit card with an associated asset.> Thanks for the reply. This is a Home Equity Line of Credit that I > apparently had setup as a mortgage account and was not appearing in the > budget. I have re-created the account as a HELOC account and it is now > appearing correctly in the budget. -- Chris Cowles Gainesville, FL |
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#1
05-01-2006, 03:53 AM
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| Re: Budget Items do not appear in Monthly Budget Report Chris, Thanks for the reply. This is a Home Equity Line of Credit that I apparently had setup as a mortgage account and was not appearing in the budget. I have re-created the account as a HELOC account and it is now appearing correctly in the budget. Thanks! Ian "Chris Cowles" wrote: - quote - > "R. Ian Lee" <RIanLee[at]discussions.microsoft.com> wrote in message > news:C07484ED-52E3-4FA8-87EF-EB0679821972[at]microsoft.com... > > Hello, > > > I've been using Money for nearly a decade to track account details and > > that > > has worked fine. Now, I've decided to start using the budgeting > > functionality and am extremely frustrated. I have items that show in the > > budget, but when I view the Monthly Budget report they are not included. > > What gives? The item is a simple mortgage payment setup as a "Loan > > Payment" > > bill from checking to the mortgage loan account. Please help! > If it's an account characterized in Money as a 'loan', it should show up in > the special 'debt' section of the budget. You cannot control that. If it is > there, take note that it also includes the escrow portions, even if those > are transfer to an account rather than expensed monthly as insurance or > taxes. Take care not to include separate categories for taxes or > homeowner's insurance, or you'll double-count those expenses. |
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04-30-2006, 10:47 PM
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| Re: Budget Items do not appear in Monthly Budget Report "R. Ian Lee" <RIanLee[at]discussions.microsoft.com> wrote in message news:C07484ED-52E3-4FA8-87EF-EB0679821972[at]microsoft.com... - quote - > Hello,
If it's an account characterized in Money as a 'loan', it should show up in> I've been using Money for nearly a decade to track account details and > that > has worked fine. Now, I've decided to start using the budgeting > functionality and am extremely frustrated. I have items that show in the > budget, but when I view the Monthly Budget report they are not included. > What gives? The item is a simple mortgage payment setup as a "Loan > Payment" > bill from checking to the mortgage loan account. Please help! the special 'debt' section of the budget. You cannot control that. If it is there, take note that it also includes the escrow portions, even if those are transfer to an account rather than expensed monthly as insurance or taxes. Take care not to include separate categories for taxes or homeowner's insurance, or you'll double-count those expenses. |
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#-1
04-30-2006, 10:00 PM
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| Budget Items do not appear in Monthly Budget Report Hello, I've been using Money for nearly a decade to track account details and that has worked fine. Now, I've decided to start using the budgeting functionality and am extremely frustrated. I have items that show in the budget, but when I view the Monthly Budget report they are not included. What gives? The item is a simple mortgage payment setup as a "Loan Payment" bill from checking to the mortgage loan account. Please help! Thanks! Ian |
| Tags |
| budget, items, monthly, report |
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