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| 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:
Thanks for the great reply. I appreciate your help.> > 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 |
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| 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.
There's likely multiple ways to get what you want, but one way would> 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. 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 |
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#-1
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| 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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