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#4
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| Well, I'm not sure what, exactly, you are needing help with. Also, you raise another possible source of confusion. Are you using advanced Register/Advanced Budget/Advanced Bills or the Essential variants thereof? In general, each account has a setting (Account Register|Change account settings...) as to whether to include the account in the Budget Planner. If that setting is cleared for accounts you want to use to hold your savings, then... You can schedule, say, Investment Purchases that affect your savings. You can also schedule, say, Transfers to non-budget accounts, Savings, say, to affect your savings. If you get this far, then... Advanced Budget will reflect these scheduled items as Transfers Out of Budget Accounts. Money's Advanced Budget adds, IIRC, Expenses and Transfers In To Budget Accounts and then subtracts Expenses, Transfers Out of Budget Accounts, and Debt (what it gets from scheduled Loan Payments and, IIRC, Debt Reduction Planner items) to get to the net "savings". This net "savings" is money you could then add back into the scheduled Investment Purchases or Transfers to savings accounts. If you have too much scheduled for the Investment Purchases and Transfers to savings accounts, then Money will report that your budget "doesn't work"--i.e., is destroying wealth (outflow> inflow) rather than creating it (inflow > outflow). "Rayol" <rayol[at]uol.com.br> wrote in message news:1172063652.868184.82020[at]p10g2000cwp.googlegroups.com... - quote - > I am only starting to use M06 and sometimes some > things sound unknown for me. Could you indicate how to do this? |
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#3
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| On Feb 21, 2:06 am, "Dick Watson" <littlegreenge...[at]mind-enufalready- spring.com> wrote: - quote - > Maybe I'm missing something in your question/situation, but my answer is
Thanks Dick, but I am only starting to use M06 and sometimes some> sure you can plan it. Your budget numbers all track Income and Expenses. If > those predict savings (Income consistently exceeds Expenses) then meeting > those targets will create the budgeted savings. Likewise, you can schedule > Investment Purchases or Transfers in Scheduled Bills. This will get them in > the Transfers Out section of the Budget if the accounts are appropriately > set in their Account Settings. > "Rayol" <r...[at]uol.com.br> wrote in message > news:1172024985.568298.44400[at]k78g2000cwa.googlegroups.com... > > > If you schedule these as Transfers out of accounts set to be included in > > > the > > > budget, then they will show in a section called Transfer Out of Budget > > > Accounts. > > I got it Dick, but can I plan this?- Hide quoted text - > - Show quoted text things sound unknown for me. Could you indicate how to do this? Tks, Marcelo |
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#2
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| Maybe I'm missing something in your question/situation, but my answer is sure you can plan it. Your budget numbers all track Income and Expenses. If those predict savings (Income consistently exceeds Expenses) then meeting those targets will create the budgeted savings. Likewise, you can schedule Investment Purchases or Transfers in Scheduled Bills. This will get them in the Transfers Out section of the Budget if the accounts are appropriately set in their Account Settings. "Rayol" <rayol[at]uol.com.br> wrote in message news:1172024985.568298.44400[at]k78g2000cwa.googlegroups.com... - quote - > > If you schedule these as Transfers out of accounts set to be included in > > the > > budget, then they will show in a section called Transfer Out of Budget > > Accounts. > I got it Dick, but can I plan this? |
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#1
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| On Feb 20, 11:47 pm, "Dick Watson" <littlegreenge...[at]mind-enufalready- spring.com> wrote: - quote - > Comments below.
I got it Dick, but can I plan this?> "Rayol" <r...[at]uol.com.br> wrote in message > news:1172019371.223527.128870[at]j27g2000cwj.googlegroups.com... > > Can anyone help me??? > > My doubts are ... > > 1) How to plan an amount for saving or maybe for retirement if it is > > not possible to budget "transfers in/out"? > Because the positive amount in the Budget is Savings, there is no need to > Budget savings. Just get over the notion that the balance of the budget > should be $0. > If you schedule these as Transfers out of accounts set to be included in the > budget, then they will show in a section called Transfer Out of Budget > Accounts. - quote - > > 2) I have created a new budget for 2007 but when I try to report it > > using an "annual budget view" Money shows me a version from 1/1/2006 > > to 31/12/2006. Interesting because when Money shows me the "monthly > > budget view" it does right. What does it happen??? > This is in a report? Check its customization... > > 3) Does anyone know if the Money 2007 has solved a problem to create a > > new budget group? > Yup someone knows. Nope they haven't changed this. Indeed, they are trying > to make the Advanced Budget go to the home for features the Money team > thinks are unessential. |
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| Comments below. "Rayol" <rayol[at]uol.com.br> wrote in message news:1172019371.223527.128870[at]j27g2000cwj.googlegroups.com... - quote - > Can anyone help me???
Because the positive amount in the Budget is Savings, there is no need to> My doubts are ... > 1) How to plan an amount for saving or maybe for retirement if it is > not possible to budget "transfers in/out"? Budget savings. Just get over the notion that the balance of the budget should be $0. If you schedule these as Transfers out of accounts set to be included in the budget, then they will show in a section called Transfer Out of Budget Accounts. - quote - > 2) I have created a new budget for 2007 but when I try to report it
This is in a report? Check its customization...> using an "annual budget view" Money shows me a version from 1/1/2006 > to 31/12/2006. Interesting because when Money shows me the "monthly > budget view" it does right. What does it happen??? - quote - > 3) Does anyone know if the Money 2007 has solved a problem to create a
Yup someone knows. Nope they haven't changed this. Indeed, they are trying> new budget group? to make the Advanced Budget go to the home for features the Money team thinks are unessential. |
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#-1
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| Hi all! Can anyone help me??? My doubts are ... 1) How to plan an amount for saving or maybe for retirement if it is not possible to budget "transfers in/out"? 2) I have created a new budget for 2007 but when I try to report it using an "annual budget view" Money shows me a version from 1/1/2006 to 31/12/2006. Interesting because when Money shows me the "monthly budget view" it does right. What does it happen??? 3) Does anyone know if the Money 2007 has solved a problem to create a new budget group? Just for information I am using a Money 2006. Thanks in advance for informations. Rgs, Marcelo |
| Tags |
| budget, out or in, transfer |
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