You're welcome. I'm glad it helped.

And thanks for posting back to say what worked, as it might help someone
else down the line.

Susan

"Tom" <Tom[at]discussions.microsoft.com> wrote in message
news:53ED53E9-9590-4991-9A6C-EEBCCA529DE9[at]microsoft.com...
- quote -

Susan;

Based on your post, I took another look. Having 'tax deferred' was the
trigger that kept it out of the budget.

Thx - You rock!

Tom

"harrelsonesq" wrote:

- quote -

From the Home Page, I click on Budget
On the screen that appears, I select "Change budget settings."
In Budget Settings, "Select Budget Accounts."
In "Select accounts to include in budget and favorite categories," I see
every account I have ever set up in Money, including "American Ce
Brokerage/Inv (Cash), "Fidelity In Brokerage/Inv (Cash)," "Merrill Lyn
Brokerage/Inv (Cash)," and "T. Rowe Pri Brokerage/Inv (Cash).

The only ones I don't see are my 401(k) account, and the retirement account
at T. Rowe Price where I keep my IRA's and old rollover accounts. This makes
perfect sense, as your retirement funds aren't available for use as a
day-to-day account where you deposit your paychecks and pay bills.

Is it possible that you have designated the account you want to use for
those things as a retirement account by mistake?

Susan

"Tom" <Tom[at]discussions.microsoft.com> wrote in message
news:C4803FE9-5BAF-473E-8DEA-4D364996F1EE[at]microsoft.com...
- quote -

Working in Money 2006, with Advanced Budgets

In the Budget Account Selector, the only accounts that are available for
selection are normal bank & credit accounts (checking, savings, credit card,
etc.).

Investment Cash Accounts do not show up in the list. Therefore, any
categorized transactions that come into that cash account never become part
of the budget.




"harrelsonesq" wrote:

- quote -

My budget allows me to choose which accounts I want to include. I am using
M05. What is your version, and if it is a recent one, are you in Advanced
Budget rather than Essential Budget?

Susan


"Tom" <Tom[at]discussions.microsoft.com> wrote in message
news3DC6D13-C511-47CB-A488-2F02ABFAA5D6[at]microsoft.com...
- quote -

I have investment accounts with associated cash accounts.

The associated cash accounts receive categorized cash deposits (paycheck for
example).

The budget system does not allow me to include investment accounts in the
budget. So all capital gains, dividends, paychecks, taxes, etc. are not
available in a budget analysis.

Am I missing something? Is something broken? Why would you design it that
way?