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Old 09-12-2007, 12:24 PM
fffirefly
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Default RE: Money 2005 Advanced Budget problems with Auto Budget

Thanks Joaneee, I'll give that a try. That sounds like it just might work!

"Joaneee" wrote:

- quote -

> I believe if you set up the credit card payments as a Transfer - Transfer
> from your checking account to the credit card account - that the budget issue
> will be resolved. (I have used M 2005 for two or three years, and this works
> fine for me). I would not recommend using the special category "credit card
> payment" - use "transfer" instead. I think "credit card payment" may be
> misinterpreted by the budget module.
> --
> Joaneee
> "fffirefly" wrote:
> > I currently have Microsoft Money 2005. So far I've been able to track
> > spending, bills and account balances fine, but have never been able to get
> > the budget function to work. Basically we charge pretty much everything and
> > pay off the credit cards in full every month. This works for us. However,
> > anytime I've tried to set up the budget, it not only brings over the charges
> > in the auto budget (which I want it to do) but also the payment of the credit
> > card, effectively showing the same charge twice. So I have 2 questions:
> > > 1. Anyone have any suggestions or experience as to how to not have the

> > double posting of charges?
> > 2. If not, anyone know if the new versions of Money work better?

 
Old 09-11-2007, 07:32 PM
Joaneee
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Posts: n/a
Default RE: Money 2005 Advanced Budget problems with Auto Budget

I believe if you set up the credit card payments as a Transfer - Transfer
from your checking account to the credit card account - that the budget issue
will be resolved. (I have used M 2005 for two or three years, and this works
fine for me). I would not recommend using the special category "credit card
payment" - use "transfer" instead. I think "credit card payment" may be
misinterpreted by the budget module.
--
Joaneee


"fffirefly" wrote:

- quote -

> I currently have Microsoft Money 2005. So far I've been able to track
> spending, bills and account balances fine, but have never been able to get
> the budget function to work. Basically we charge pretty much everything and
> pay off the credit cards in full every month. This works for us. However,
> anytime I've tried to set up the budget, it not only brings over the charges
> in the auto budget (which I want it to do) but also the payment of the credit
> card, effectively showing the same charge twice. So I have 2 questions:
> 1. Anyone have any suggestions or experience as to how to not have the
> double posting of charges?
> 2. If not, anyone know if the new versions of Money work better?

  #-1  
Old 09-11-2007, 01:36 AM
fffirefly
Guest
 
Posts: n/a
Default Money 2005 Advanced Budget problems with Auto Budget

I currently have Microsoft Money 2005. So far I've been able to track
spending, bills and account balances fine, but have never been able to get
the budget function to work. Basically we charge pretty much everything and
pay off the credit cards in full every month. This works for us. However,
anytime I've tried to set up the budget, it not only brings over the charges
in the auto budget (which I want it to do) but also the payment of the credit
card, effectively showing the same charge twice. So I have 2 questions:

1. Anyone have any suggestions or experience as to how to not have the
double posting of charges?
2. If not, anyone know if the new versions of Money work better?
 

Tags
2005, advanced, auto, budget, money, problems
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