"Cal Learner-- MVP" wrote:

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I'm talking about the ones that are "built-in" and available for the home
page.

The Home Page in 07 Home & Business version has a green "plus" sign in the
upper right corner with the words "customize content or layout" -- does the
"2007 home" version have this too?

Anyway, when you click on this "link" it takes you to a customize page which
lists all kinds of "built in" reports, pie charts, bar charts, etc. which you
can add to the home page. One of those is called "Business Snapshot" which
theoretically lists your YTD revenue, YTD Expenses, MTD revenue, MTD
expenses, receivables due by March 31, and Payables due by March 31 (if it's
March, of course). Problem is, the YTD revenue = $0 when it's really around
$53,000. I do have income categories marked at "business," and I assume that
Money is supposed to be adding up its "revenue" numbers from them, but it's
not.

There's nothing anywhere describing the "makeup" of these Business version
home page reports, so I can't troubleshoot why Revenue is Zero and why
Expenses are understated.

Thanks, anyone, for chipping in with any suggestions.



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In microsoft.public.money, NoCouth wrote:

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You can customize and create favorite reports. I don't think you can
put them on the "home" page.


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Hey Cal - a slight variation of the Home Page Report question:

I understand creating reports and saving them as favorites. However,
regarding the Home Page, I figured out that I can click the green "plus"
button in upper right which says "customize content or layout" and from there
I can add or delete certain features on the "Home Page." (I use 07 Hm & Biz,
BTW).

Okay--however, the "Business Snapshot" section shows numbers which are
totally meaningless. For instance, the "Year to Date Revenue" shows $0; the
"Year to Date Expenses" shows $23,606 when it should be over $85,000. I
can't figure out the "root" of where Money is getting this information, and I
can't figure out, therefore, how to fix it/customize it/ etc. When I click
on "Year to Date Revenue" for example, I go to the Reports page which happens
to list the last report I customized. Changing the report which is there
does nothing to affect the Business Snapshot. I'm using Advanced Reports
(and advanced everything). How do I correct where and how the Business
Snapshot gathers its figures?

I noticed that the pie charts are customizable if you click on the "more"
button and "customize" the report type--- at least the data is customized
then, but you can't change the "title." I had some income categories showing
up under "Spending by Category" that I was able to uncheck, and the new pie
chart on Home Page no longer included those.

I've searched "Help" to no avail.
Thanks


"Cal Learner-- MVP" wrote:

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In microsoft.public.money, justwhenithinkihaveitfiguredout wrote:

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You can customize reports and save them as Favorites. You can then
view them. You can also set Money to open on a different page than
"Home", such as the Account List or the Reports.
Tools-> Settings-> ProgramSettings-> (DisplayStartMoneyWithThisPageOpen:AccountList.
You cannot do what you "would like".

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While it has deficiencies, take a look at Help.