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Old 04-02-2007, 02:55 PM
smokiibear
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Default Re: Create a report to view percentage of income deposited to a particular account

On Apr 2, 5:06 am, "Jeff M" <jam...[at]gmail.com> wrote:
- quote -

> On Mar 28, 11:43 am, "smokiibear" <smokiib...[at]gmail.com> wrote:
> > I have a particular savings account where I deposit 10% of my income.
> > I use this account to make certain payments, and I also borrow from
> > and repay this account from time to time. As a result, I am not sure
> > how to run a report so that I can see wheather or not I have actually
> > deposited 10% of my income.
> > Any help would be great. Thanks.

> There's likely multiple ways to get what you want, but one way would
> be to create a "Transactions by Category" report. If you have not
> done so, I would also set up a paycheck. In that paycheck show a
> deduction after taxes as a transfer to savings. In the memo field of
> the transaction add some text like "Contribution to Savings". Once
> all of these transactions have this text, you can then create a report
> that filters for that text.
> Create the "Transactions by Category" report and select all accounts,
> all payees, all categories, select a date range for this year and then
> in the text tab type in the text string you chose above ("Contribution
> to Savings"). Select a new name for the report and save it to your
> favorites. This report should show all of your transfers into the
> savings account and only those transfers. You can then look at the
> grand total and compare it to your income for the year. If your not
> sure of your total income, you can create another report that tallies
> your annual income.
> One thing I really like about Money is that the reports are highly
> customizable and there are options for adding classes and memos which
> allow filtering.
> Jeff


Thanks for the great reply. I appreciate your help.

  #1  
Old 04-02-2007, 12:06 PM
Jeff M
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Posts: n/a
Default Re: Create a report to view percentage of income deposited to a particular account

On Mar 28, 11:43 am, "smokiibear" <smokiib...[at]gmail.com> wrote:
- quote -

> I have a particular savings account where I deposit 10% of my income.
> I use this account to make certain payments, and I also borrow from
> and repay this account from time to time. As a result, I am not sure
> how to run a report so that I can see wheather or not I have actually
> deposited 10% of my income.
> Any help would be great. Thanks.


There's likely multiple ways to get what you want, but one way would
be to create a "Transactions by Category" report. If you have not
done so, I would also set up a paycheck. In that paycheck show a
deduction after taxes as a transfer to savings. In the memo field of
the transaction add some text like "Contribution to Savings". Once
all of these transactions have this text, you can then create a report
that filters for that text.

Create the "Transactions by Category" report and select all accounts,
all payees, all categories, select a date range for this year and then
in the text tab type in the text string you chose above ("Contribution
to Savings"). Select a new name for the report and save it to your
favorites. This report should show all of your transfers into the
savings account and only those transfers. You can then look at the
grand total and compare it to your income for the year. If your not
sure of your total income, you can create another report that tallies
your annual income.

One thing I really like about Money is that the reports are highly
customizable and there are options for adding classes and memos which
allow filtering.

Jeff

 
Old 04-02-2007, 07:07 AM
smokiibear
Guest
 
Posts: n/a
Default Re: Create a report to view percentage of income deposited to a particular account

was this confusing? or just that no one has an answer?


  #-1  
Old 03-28-2007, 03:43 PM
smokiibear
Guest
 
Posts: n/a
Default Create a report to view percentage of income deposited to a particular account

I have a particular savings account where I deposit 10% of my income.
I use this account to make certain payments, and I also borrow from
and repay this account from time to time. As a result, I am not sure
how to run a report so that I can see wheather or not I have actually
deposited 10% of my income.

Any help would be great. Thanks.

 

Tags
account, create, deposited, income, percentage, report, view
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