Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
  #2  
Old 02-26-2007, 02:48 PM
Ed
Guest
 
Posts: n/a
Default RE: Transfers Out Of Budget Accounts, Clear budgeted $'s

Jerry,

Thanks for the information about changing the transfers in/out budgeted
figures within Money'06. This works great and I've used this information to
revise other figures supplied to the Annual report, such as bringing in cost
from outside the report range that impacted the accuracy of the nature of the
current figures. One example of this is dental where I so overspent last year
that I needed to consider this years budget figure with last years expense.

I lost your email when my email account history was erase, so I hope this
reaches you via this route. Sorry!

Thank you very much,
Ed

"Ed" wrote:

- quote -

> I removed the receiving savings account from the budget and I'm able to have
> a monthly transfer show in the budget. Works great but the problem is that I
> played with this for a while and now the (untouchable) budgeted figure that
> Money 2007 generates says that I have $2,000 (+/-) more then I really do. The
> budgeted figures for Jan, Feb, and Mar are messed up. How do I correct these
> figures to demonstrate the true values, or do I just live with it all and
> swim in my own stew?
> Thanks in advance, Ed

  #1  
Old 02-23-2007, 04:42 PM
Ed
Guest
 
Posts: n/a
Default RE: Transfers Out Of Budget Accounts, Clear budgeted $'s

I've messed with this for several days now and I'm getting nowhere within the
Money'06 software. I've been able to clean up several of the "Bills" entries
by naming new catagories and deleting the old ones, but the income budgeted
ammounts sometimes seems to get off track and I'm tired of trying to figure
up new names to call things. The "transfers out..." are a complete loss for
trying to control what is declared as budgeted. Generating a new budget is no
help.
I gave up for now because I'm not getting any younger and I have to develop
a solution that works now. My temporary fix is to dump the annual report to a
*.cvs file and draw the correct portions of this into an *.xls file where I
do a fairly easy job of controling ALL of the budgeted figures and ALL of the
totals with Excel and VB functions. I run the annual report, dump to the
*.cvs file, and then I start the *.xls file and the rest is automatic.

Hello, ... Is anyone out there?


Thanks in advance, Ed
 
Old 02-22-2007, 02:09 PM
Ed
Guest
 
Posts: n/a
Default RE: Transfers Out Of Budget Accounts, Clear budgeted $'s

As I look at this I see that all of the expenses and transfers entered
through "Bills" are screwed up like the transfers mentioned eariler. I can
re-enter all the expenses like "State Income Tax: Payroll Deduction" with an
"(s)" on the end to look like a new line while deleting the old line from the
budget, but what can I do with those transferes where there is really nothing
I can edit or change?
I tried entering a negitive transfer out of the budget to be deleted later,
but that only made matters worse.

"Ed" wrote:

- quote -

> I removed the receiving savings account from the budget and I'm able to have
> a monthly transfer show in the budget. Works great but the problem is that I
> played with this for a while and now the (untouchable) budgeted figure that
> Money 2007 generates says that I have $2,000 (+/-) more then I really do. The
> budgeted figures for Jan, Feb, and Mar are messed up. How do I correct these
> figures to demonstrate the true values, or do I just live with it all and
> swim in my own stew?
> Thanks in advance, Ed

  #-1  
Old 02-22-2007, 02:40 AM
Ed
Guest
 
Posts: n/a
Default Transfers Out Of Budget Accounts, Clear budgeted $'s

I removed the receiving savings account from the budget and I'm able to have
a monthly transfer show in the budget. Works great but the problem is that I
played with this for a while and now the (untouchable) budgeted figure that
Money 2007 generates says that I have $2,000 (+/-) more then I really do. The
budgeted figures for Jan, Feb, and Mar are messed up. How do I correct these
figures to demonstrate the true values, or do I just live with it all and
swim in my own stew?

Thanks in advance, Ed
 

Tags
accounts, budget, budgeted, clear, transfers
Similar Threads
Thread Forum Replies Last Post
Transfers out of budget accounts
dragonwing: In my Bills & Deposits list, I include a monthly deposit into a college savings fund: this is done as a direct deposit from my checking account. If...
Microsoft Money 4 10-08-2006 02:22 AM
Budget: Transfers Out of Budget Accounts (401k)
LICMNY05: I have an automatic deduction from my payroll to my 401K, and am tracking Gross Amount Payroll salary postings. In my budget however, the 401K...
Microsoft Money 4 05-18-2005 02:04 AM
Transfers between accounts Money tracks & Budget ???
RLM: I am trying out Money and would like to buy it except for one little thing... I am keeping track of two checking accounts, a savings account, and...
Microsoft Money 1 05-12-2004 02:20 AM
transfers out of budget accounts - HELP
elise: can not get these to go away. i have marked all my credit cards as part of my budget. i itemize each expense. i categorize the payment using the...
Microsoft Money 5 02-10-2004 02:53 AM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 08:42 PM.