Money '06 - Credit Card Payment/Transfer????

#4 08-28-2006, 12:24 PM

Are you saying you think, mistakenly, that you must be using Essential
Register to do it this way?

"jwalker" <jwalker[at]discussions.microsoft.com> wrote in message
news:F1CA2DAC-04F2-4E00-B956-898271570E10[at]microsoft.com...
- quote -

> I prefer to track my checking and savings accouts
> in Money without having to manually enter each transaction.

#3 08-28-2006, 03:17 AM

Apparently someone considers that non-Essential.
--
Chris Cowles
Gainesville, FL

"jwalker" <jwalker[at]discussions.microsoft.com> wrote in message
news:F1CA2DAC-04F2-4E00-B956-898271570E10[at]microsoft.com...
- quote -

> I prefer to track my checking and savings accouts in Money without having
> to manually enter each transaction.

#2 08-28-2006, 02:41 AM

Thanks for the responses. It is unfortunate that the SPECIAL: TRANSFER &
CREDIT CARD PAYMENT category options are not available when using the
esential account register. I prefer to track my checking and savings accouts
in Money without having to manually enter each transaction. Thanks again.

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, jwalker wrote:
> > Why does money categorize a transfer from my checking account to my savings
> > account as an expense. The help window says to select the Credit Card
> > Payment/Transfer category but this still records the transfer transaction as
> > an expense. For example, If I move $500 from my checking to my savings
> > account, my monthly report will show that I earned $500 in additional income
> > and spent $500 in additional expense.
> I would set
> Tools-> Settings-> AccountSettings(global)-> DisplayAllAccountsInTheAdvancedAccountRegister
> Then for the category, go to the bottom of the list under SPECIAL
> and use *that* transfer. In fact, I would delete the "Credit Card
> Payments/Transfers" category.

#1 08-27-2006, 09:37 PM

In microsoft.public.money, jwalker wrote:

- quote -

> Why does money categorize a transfer from my checking account to my savings
> account as an expense. The help window says to select the Credit Card
> Payment/Transfer category but this still records the transfer transaction as
> an expense. For example, If I move $500 from my checking to my savings
> account, my monthly report will show that I earned $500 in additional income
> and spent $500 in additional expense.

I would set
Tools-> Settings-> AccountSettings(global)-> DisplayAllAccountsInTheAdvancedAccountRegister

Then for the category, go to the bottom of the list under SPECIAL
and use *that* transfer. In fact, I would delete the "Credit Card
Payments/Transfers" category.

08-27-2006, 09:24 PM

The Expense Category "Credit Card Payments/Transfers" is just that--it's an
Expense category. Assuming you are using Advanced Registers, delete that
category with extreme prejudice. Then you can use the "Special Categories"
Transfer (best) or Credit Card Payment (Transfer by a less normative name).
They exist just to avoid the problem you are seeing. Money added this
category in M05 just to confuse users who really are trying to account in a
meaningful way.

"jwalker" <jwalker[at]discussions.microsoft.com> wrote in message
news:369D5E84-D662-476C-A1B6-970304A3BF68[at]microsoft.com...
- quote -

> Why does money categorize a transfer from my checking account to my
> savings
> account as an expense. The help window says to select the Credit Card
> Payment/Transfer category but this still records the transfer transaction
> as
> an expense. For example, If I move $500 from my checking to my savings
> account, my monthly report will show that I earned $500 in additional
> income
> and spent $500 in additional expense.

#-1 08-27-2006, 07:46 PM

Why does money categorize a transfer from my checking account to my savings
account as an expense. The help window says to select the Credit Card
Payment/Transfer category but this still records the transfer transaction as
an expense. For example, If I move $500 from my checking to my savings
account, my monthly report will show that I earned $500 in additional income
and spent $500 in additional expense.

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