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Old 01-24-2007, 05:56 PM
Cal Learner-- MVP
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Default Re: Banks combined?

In microsoft.public.money, Bob Gardner wrote:

- quote -

> Thanks, Cal...that's just what I was looking for.

Thanks. That's good to hear.

- quote -

> I would like to delete
> some categories before printing out a report..."Owner draw" is not an
> expense, but is included in the Expense total...but I can't figure out how
> to do that.



I would try exploring the various tabs and checkboxes of Customize.
The Category tab seems like a good place to start. Check not only
the list, but the checkboxes.

After you Customize to your preferences, you could click
AddToMyFavoriteReports in the left column. Then you could later
access that report with Favorites-> FavoriteReports.

Changes that you later make to the regular report will not affect
the Favorite.
  #1  
Old 01-24-2007, 05:18 PM
Bob Gardner
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Posts: n/a
Default Re: Banks combined?

Thanks, Cal...that's just what I was looking for. I would like to delete
some categories before printing out a report..."Owner draw" is not an
expense, but is included in the Expense total...but I can't figure out how
to do that. Still, I'm glad that I abandoned Quicken.

Bob

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:r25fr2lvqsccb3pujjtf4f98s548lmro28[at]4ax.com...
- quote -

> In microsoft.public.money, Bob Gardner wrote:
> > I'm getting ready to do my first tax return after switching to Money last
> > year. We have two checking accounts at different banks, one for household
> > and one for my sole proprietorship. I went into the Reports menu to get
> > that
> > data from my business checking account and found expenditures from the
> > household account were included. What am I missing? How do I get the
> > program
> > to make reports only on the account I am interested in? I selected the
> > correct account when I logged on.

> You can Customize a report by clicking the left column at the
> appropriate spot. The Account tab lets you choose which account(s)
> to include.
> If you are using a Business feature, there may be a way to identify
> a business account from a personal account. I don't use a Business
> version. You might check the Account Settings/Details for the
> accounts to see if there is a setting for that distinction.
> > > Bob



 
Old 01-24-2007, 04:20 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Banks combined?

In microsoft.public.money, Bob Gardner wrote:

- quote -

> I'm getting ready to do my first tax return after switching to Money last
> year. We have two checking accounts at different banks, one for household
> and one for my sole proprietorship. I went into the Reports menu to get that
> data from my business checking account and found expenditures from the
> household account were included. What am I missing? How do I get the program
> to make reports only on the account I am interested in? I selected the
> correct account when I logged on.


You can Customize a report by clicking the left column at the
appropriate spot. The Account tab lets you choose which account(s)
to include.

If you are using a Business feature, there may be a way to identify
a business account from a personal account. I don't use a Business
version. You might check the Account Settings/Details for the
accounts to see if there is a setting for that distinction.


- quote -

> Bob
  #-1  
Old 01-24-2007, 04:12 PM
Bob Gardner
Guest
 
Posts: n/a
Default Banks combined?

I'm getting ready to do my first tax return after switching to Money last
year. We have two checking accounts at different banks, one for household
and one for my sole proprietorship. I went into the Reports menu to get that
data from my business checking account and found expenditures from the
household account were included. What am I missing? How do I get the program
to make reports only on the account I am interested in? I selected the
correct account when I logged on.

Bob Gardner


 

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