"April" <noreply[at]mail.com> wrote in message
news:euagK87TIHA.5288[at]TK2MSFTNGP04.phx.gbl...
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What version are you using? If Deluxe, are you using advanced
register?

Enter an amount in the credit column. Then hold down Ctrl and press the S
key. See if that helps.

You are splitting the credit TRANSACTION into multiple components not the
credit column. The goal is to end up with items categorized separately as
part of a larger total transaction.

"April" <noreply[at]mail.com> wrote in message
news:euagK87TIHA.5288[at]TK2MSFTNGP04.phx.gbl...
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I am looking at my Credit Card account. There are 2 columns showing which
are 'Charge' and 'Credit' and then there is the'Balance' column. There was
a suggestion in the thread earlier to split the 'Credit' column but I am
unable to do this. The 'Credit' column is showing my payments made to pay
the credit card off and any refunds I have received.

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:ue$HCI8SIHA.6060[at]TK2MSFTNGP05.phx.gbl...
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"April" <noreply[at]mail.com> wrote on 31 Dec 2007 in group
microsoft.public.money:

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When you make a purchase with a credit card (charge), you might buy
things from the same store that fall into multiple categories. For
instance food, laundry detergent, and socks. I would put these into
categories Food:Groceries, Household:Supplies, and Clothing (no
subcategory for Clothing).

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Something strange is going on here.

What version of Money are you using?

Have you enabled Advanced Register for this account?

Do you have a check in the "Show Transaction Forms" box at the lower
left corner of the screen?

What type of account is this? Click "Change account settings" in the
left column, then look at the dropdown box labeled "Account type:" -- it
should say "Credit Card".

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I have them under categories "Food" and "Auto" with the subcategories as
shown. You can lump everything under a category named "Household
Expenses" if you want, but remember that you only have two levels of
categorization.

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I don't have that one, but if I did I would put it under
"Education:Tuition". That's Money's built-in category:subcategory. I use
the built-in ones where I can.

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Aye, there's the rub. Your first category should not be "Credit Card 1".
Categories apply to all transactions in all accounts. Your first
category should be "Food" with subcategories "Going Out" and
"Groceries". If you do it your way, when you run a report you'll get two
different subtotals for food, divided by which credit card you used,
with no master total for food. Also, your list of categories will get so
long that it will be unusable. Also again, when you cancel that credit
card and open a new one, you'll have to create all your categories over
again, and the old ones will not be linked to the new ones.

--
Steve B.
New Life Home Improvement

I'm not clear on exactly where you are looking. Please use Advanced Register
and turn off Transaction Forms.

"April" <noreply[at]mail.com> wrote in message
news:uDM91g4SIHA.6060[at]TK2MSFTNGP05.phx.gbl...
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Inline...

"April" <noreply[at]mail.com> wrote in message
news:eT3$$p4SIHA.4280[at]TK2MSFTNGP06.phx.gbl...
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E.g., buy gas and some groceries at the convenience store on one charge
ticket. Buy groceries and some bus passes at the grocery store on one charge
ticket. Buy clothes and a DVD player at WalMart on one charge ticket.

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I'm not sure where you are referring to. Use Advanced Register. Turn off
Transaction Forms.

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Education? There is no One Right Answer. Make categories work for YOU.

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There may be a fundamental misunderstanding here. CATEGORIES in Money are
for WHY we spend and/or receive. ACCOUNTS are for HOW we spend and/or
receive. So, I'd have a "DiscoverCard" ACCOUNT and enter transactions in it
for my "Food" CATEGORY "Groceries" SUBCATEGORY expenses. If I bought some
groceries from cash in my wallet I'd use the "Pocket Change" ACCOUNT and the
exact same "Food" CATEGORY "Groceries" SUBCATEGORY. That way the accounts
just reflect the flow of money and the categories reflect why it went where
it went regardless of how the cash moved.

Thanks, please see inline.

"Steve" <respond[at]online.newsgroup> wrote in message
news:Xns9A14A4BA6EB8E184365720018436572[at]207.46.248.16...
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I cannot understand in what circumstance a "Charge" would be split.

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The problem I have is that the items on the "Credit" column do not have a
"Split" button.

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I assume the above items fall under the Household Expenses category but what
there was Education: Course expense? I am not clear as to which category to
put this under?
At the moment I have setup the following "Credit Card 1" setup with
subcategories of Courses, Food - Going Out, Food - Groceries. I am yet to
setup a few more...
- quote -

Not sure exactly what you mean by "either use the original category and with
a negative entry.." The problem is that the items in the "Credit" column do
NOT have Category or Split buttons so I am unable to put the 'Credits' in a
category.

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:%23SoWF7hSIHA.4280[at]TK2MSFTNGP06.phx.gbl...
- quote -

Depending on the reason for the credit, I use either the original category
with a negative entry (e.g., "Clothing" category item transaction $50;
clothing item returned as "Clothing" category, -$50) or some income category
(e.g., "Other Income : Rebates and Miscellaneous").

Money has some basic categories already defined. I think the list has gotten
less rather than more useful over the years. To the default list, I'd delete
the expense item "Credit Card Payments / Transfers" and the income item "Not
an Expense". Use it and it you feel you need more or different, create them.

"April" <noreply[at]mail.com> wrote in message
news:uCVahUYSIHA.5360[at]TK2MSFTNGP03.phx.gbl...
- quote -

"April" <noreply[at]mail.com> wrote on 28 Dec 2007 in group
microsoft.public.money:

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Select categories in the "Category" box. Click the "Split" button if you
have multiple items to enter.

When you return an item, use the same expense category as when you
bought it. Money will complain that you are using an expense category
for a credit transaction, but that's what you want. I suppose you could
create special credit transactions, but that'd be a lot of work.
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your reports and what your tax person wants to see. I started with the
built-in categories, deleted the ones I'll never use, and created a very
few new subcategories. Don't go crazy with categories; you'll regret it
before long.

I have Food:Groceries and Foodining Out so I can see how much I spend
at restaurants. I could break down Auto:Gasoline into Auto:Gasoline-Jeep
and Auto:Gasoline-Truck if I wanted, but I don't care. Maybe you do.

-- Steve B. New Life Home Improvement

How do your categorise your Credits? I can see that Charges are fairly easy
to categorise but editing the item.

Perhaps you can advise some basic categories and subcategories, as an
example that I could use as my template?

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:%23WRj6tVSIHA.5016[at]TK2MSFTNGP06.phx.gbl...
- quote -

Comments inline.

"April" <noreply[at]mail.com> wrote in message
news:%23ztcRqSSIHA.5524[at]TK2MSFTNGP05.phx.gbl...
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Make sure the account is set for Advanced Register.

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Geenrally, yes.

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Generally, yes.

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Well, there is this trade-off. But the information you can glean from Money
is only as good as the data you give it.

I am unable to find the "Split" button in the Cheque Account transaction. I
have entered the Credit Card amount in the Cheque Account. Then I edit the
transaction and Transfer it to the Credit Card account. Is the best
practice?

Is it best practice to categorise each Credit Card transaction? Do most
people do this - it would be very time consuming for me as each item relates
to day-to-day living expenses?

"Steve" <respond[at]online.newsgroup> wrote in message
news:Xns9A13D3AB3ABC4184365720018436572[at]207.46.248.16...
- quote -

"April" <noreply[at]mail.com> wrote on 27 Dec 2007 in group
microsoft.public.money:

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I assume you want to add details to the transfer and categorize each one
to show something like $100-Food, $200-Clothing.

Unfortunately, you can't add details to a transfer. The "Split" button,
where you would do this, is only available on checks and deposits. There's
not even a category field.

The best practice is to enter each credit card transaction separately,
appyling one or more categories to each transaction.

--
Steve B.
New Life Home Improvement

When you transfer from a Chq account to a pay a Credit Card account, is it
possible to categorise the total payment for tracking purposes?

In the past I did not have a Credit Card account and was not downloading the
transactions, so therefore I was able to categorise the total credit card
payment from the Chq account only.

Thank you.