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Old 10-20-2007, 10:54 PM
laconic
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Default Re: How does Money Plus generate and calculate past trends for cas

On Sat, 20 Oct 2007 11:54:01 -0700, Ken Gardner wrote:

- quote -

> Chris, you are correct. I am using the S&S budget. Still, the cash
> flow report is showing a few trended items based on past spending rather
> than scheduled bills and deposits. What I haven't yet figured out is
> why these trended cash flow items suddenly start appearing.


Change cash flow settings
Tick box labeled "Display amounts from budget or past trends"
They won't show up initially bacause you don't have a past to figure
trends from. I would recommend you create an advanced budget, tye this
in address bar
money://navigate/newadvbgt

Trends work partly. There are a few catagories that will not show up in
trends. If you create an advanced budget, you can do all catagories, and
still have them auto-calculate, or set at an amount.
  #1  
Old 10-20-2007, 06:54 PM
Ken Gardner
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Default Re: How does Money Plus generate and calculate past trends for cas

Chris, you are correct. I am using the S&S budget. Still, the cash flow
report is showing a few trended items based on past spending rather than
scheduled bills and deposits. What I haven't yet figured out is why these
trended cash flow items suddenly start appearing.

--
Ken


"Chris Cowles" wrote:

- quote -

> "Ken Gardner" <KenGardner[at]discussions.microsoft.com> wrote in message
> news:96D8761E-894E-4D73-B3D2-C4B2C70A5C2A[at]microsoft.com...
> > I am relatively new to this software. I have noticed that at a
> > certain
> > point, Money Plus begins to project cash flow based on past trends.
> > It seems
> > to happen randomly, except that first you have to enter one or more
> > transactions that are being trended.
> > > What formulas, algorithms, or other methods or calculations does

> > Money use
> > to generate these numbers? I haven't figure out when or why they
> > appear, or
> > what transactions or types of transactions trigger their appearance.
> > I find
> > them useful and I would like to know when I will get my "amounts
> > based on
> > past trends" for gasoline and groceries.

> If you're new you're probably using the S&S budget, or not using a
> budget at all. In that case, it just looks at transaction history for
> the accounts you're including in the cash flow, predicts the future
> based on the past, and makes a graph. It also includes scheduled bills
> and deposits, if you have any.
> The account that a particular category is associated with is selected
> on the category details page. If one is set to 'last used' (or
> whatever that choice is), you normally use a particular account to pay
> that category, but paid it by a different means one time most
> recently, all spending for that category will be associated with that
> account. That determines which account it affects in cash flow.
> If using the advanced budget, you have an option to include budgeted
> amounts. For that to be valuable you must have created a budget, and
> chose how you associate a category with an account. When configured as
> you want it to be, cash flow forecast can be a valuable tool.
> Beware of GIGO.
> --
> Chris Cowles
> Gainesville, FL

 
Old 10-20-2007, 06:29 PM
Chris Cowles
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Posts: n/a
Default Re: How does Money Plus generate and calculate past trends for cash fl

"Ken Gardner" <KenGardner[at]discussions.microsoft.com> wrote in message
news:96D8761E-894E-4D73-B3D2-C4B2C70A5C2A[at]microsoft.com...
- quote -

> I am relatively new to this software. I have noticed that at a
> certain
> point, Money Plus begins to project cash flow based on past trends.
> It seems
> to happen randomly, except that first you have to enter one or more
> transactions that are being trended.
> What formulas, algorithms, or other methods or calculations does
> Money use
> to generate these numbers? I haven't figure out when or why they
> appear, or
> what transactions or types of transactions trigger their appearance.
> I find
> them useful and I would like to know when I will get my "amounts
> based on
> past trends" for gasoline and groceries.


If you're new you're probably using the S&S budget, or not using a
budget at all. In that case, it just looks at transaction history for
the accounts you're including in the cash flow, predicts the future
based on the past, and makes a graph. It also includes scheduled bills
and deposits, if you have any.

The account that a particular category is associated with is selected
on the category details page. If one is set to 'last used' (or
whatever that choice is), you normally use a particular account to pay
that category, but paid it by a different means one time most
recently, all spending for that category will be associated with that
account. That determines which account it affects in cash flow.

If using the advanced budget, you have an option to include budgeted
amounts. For that to be valuable you must have created a budget, and
chose how you associate a category with an account. When configured as
you want it to be, cash flow forecast can be a valuable tool.

Beware of GIGO.
--
Chris Cowles
Gainesville, FL


  #-1  
Old 10-19-2007, 04:50 PM
Ken Gardner
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Posts: n/a
Default How does Money Plus generate and calculate past trends for cash fl

I am relatively new to this software. I have noticed that at a certain
point, Money Plus begins to project cash flow based on past trends. It seems
to happen randomly, except that first you have to enter one or more
transactions that are being trended.

What formulas, algorithms, or other methods or calculations does Money use
to generate these numbers? I haven't figure out when or why they appear, or
what transactions or types of transactions trigger their appearance. I find
them useful and I would like to know when I will get my "amounts based on
past trends" for gasoline and groceries.

Thanks
--
Ken
 

Tags
calculate, cash, generate, money, past, trends
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