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Old 08-05-2006, 10:52 PM
Bruce Chastain
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Default Re: Transfer showing up as an expense in 2007

"Bruce Chastain" <bachastain[at]XNOSPAMXsbcglobal.net> wrote in message
news:ehifCSCuGHA.1888[at]TK2MSFTNGP03.phx.gbl...
- quote -

> Ok, I've simplified this from my first post now that I've figured out what
> the problem is.
> The short version is that a transfer from my checking account to my
> retirement account shows up as an expense in my Advanced Budget. That
> mis-categorized expense then screws up the AB Total Monthly Expenses and
> the Lifetime Planner.
> Create a new Money file.
> Create a checking account and a retirement (401(k)) account.
> Create an Advanced Budget.
> Create a Bills (also Advanced) transfer from checking to retirement.
> Examine the expenses in the budget. The transfer is mis-categorized as an
> expense.
> If you go the budget settings, you will find it impossible to add the
> retirement account to the Budget accounts. Only the checking account is
> listed, which explains why the transfer is showing up as an expense.
> Money thinks I'm transferring to an out of Budget account.
> This was not a problem in 2006. Sounds like a new bug to me!
> Bruce.


FYI, I tried converting from an Advanced Budget to a Savings and Spending
Budget and it made no difference. The annual expenses reported to the
Lifetime Planner is still completely wrong.

Bruce.


  #-1  
Old 08-05-2006, 12:17 AM
Bruce Chastain
Guest
 
Posts: n/a
Default Transfer showing up as an expense in 2007

Ok, I've simplified this from my first post now that I've figured out what
the problem is.

The short version is that a transfer from my checking account to my
retirement account shows up as an expense in my Advanced Budget. That
mis-categorized expense then screws up the AB Total Monthly Expenses and the
Lifetime Planner.

Create a new Money file.
Create a checking account and a retirement (401(k)) account.
Create an Advanced Budget.
Create a Bills (also Advanced) transfer from checking to retirement.
Examine the expenses in the budget. The transfer is mis-categorized as an
expense.

If you go the budget settings, you will find it impossible to add the
retirement account to the Budget accounts. Only the checking account is
listed, which explains why the transfer is showing up as an expense. Money
thinks I'm transferring to an out of Budget account.

This was not a problem in 2006. Sounds like a new bug to me!

Bruce.


 

Tags
2007, expense, showing, transfer
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