The customize feature for this report allows you to choose which accounts
are included in the report. Uncheck accounts that you don't want included
and your problem should be solved.


"Shhhh" <123[at]456.com> wrote in message
news:hv-dnfskVKrbfATYnZ2dnUVZ_vShnZ2d[at]comcast.com...
- quote -

Comments inline.

"Shhhh" <123[at]456.com> wrote in message
news:hv-dnfskVKrbfATYnZ2dnUVZ_vShnZ2d[at]comcast.com...
- quote -

I have not validated what these reports do in my environment, but in general
the reports are just that. How you file your taxes is up to you. Since you
apparently know enough to tell what on the report is relevant to your taxes
and what is not, then I think you are home free.

- quote -

I don't understand what you mean by "manually remove that item". In general,
these types of transfers should be in the (assuming Advanced Budget or
Budget Planner Budget and not the newer mutant Essential Budget or S&S
Budget) Transfer Out of Budget Accounts section. This is determined by the
Account Settings (M05+)/Options (M04-) flag for the Transfer To account for
"Include in Budget Planner" or something similar.

One thing you have to get over early with Money is that it's not Excel. It
reports the data the way some person (clueful or clueless, depending on the
specific case) at Microsoft decided it should. You must decide how to
interpret that data.

Hello all,

I have a mutual fund account that is classified as a Roth IRA. I have
checked the box that states that this is a retirement account. However, when
I look at the "tax related transactions" for 2006 it lists capital gain
distributions and dividends for this account along with all other investment
accounts. This is strange becasue the purpose of this retirement account is
to grow by cap gains and dividends without regards to tax treatment... Am I
missing a secret switch somewhere to make it not list those types of
transactions?


P.S. a side question that is not as important to me as the main one... I
transfer money from my checking account into whichever investment account
(cash) I want the money to go to. And everytime I do that, my budget report
shows that transaction and I have to manually remove the item. This can be
quite tedious when I'm transferring to several accounts several times a
month, is there a way to get rid of that too?


Thanks so much,
Shhhh