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Old 02-06-2008, 02:03 AM
Dick Watson
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Default Re: Category Balances

Apparently not.

In my test case, I observe that this report elects to show the absolute
value of the totals for both the income and expense categories. But not for
Transfers to a Loan Account. And not for the grand total at the bottom which
is net cash flow, apparently. Go figure.

As with all things Money, it pays to validate/understand what it tells you.

"Bam-Bam" <BamBam[at]discussions.microsoft.com> wrote in message
news:1B52E605-66A3-4A95-B253-BF4B78901E5A[at]microsoft.com...
- quote -

> The one thing that's wrong with report is that it inverts the number. For
> example, in Category 1, let's say that I deposited $200 and spent $100.
> Although the balance is really $100, the report shows it as a negative
> $100.
> I believe that this is due to it thinking that it's an expense category
> rather than income. Am I missing something?



  #1  
Old 02-06-2008, 01:30 AM
Bam-Bam
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Default Re: Category Balances

Thanks Cal. I actually stumbled across this just after posting my question.
The one thing that's wrong with report is that it inverts the number. For
example, in Category 1, let's say that I deposited $200 and spent $100.
Although the balance is really $100, the report shows it as a negative $100.

I believe that this is due to it thinking that it's an expense category
rather than income. Am I missing something?

Thanks again.
 
Old 02-06-2008, 12:56 AM
Cal Learner-- MVP
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Default Re: Category Balances

In microsoft.public.money, Bam-Bam wrote:

- quote -

> I like how MSMoney gives me the Account Balances report that shows me the
> grand total for every account that I want included and then summarizes it
> all. What I'm looking for is a way to do this with the categories.
> I can pull up all of the transactions for each category, which gives me the
> grand total for the category, but it has to show all of the transactions.
> I'm just looking to represent it as:
> Category Name Total
> Cat1 $99,999.99
> Cat2 $99,999.99
> Cat3 $99,999.99
> Grand Total $99,999.99


Switch to Advanced reports if you want more choices. Then open a
report. Click Customize on the left and explore the choices.

For your example, I would start with SpendingByCategory. On the
Chart tab, choose Report.


A modified report can be saved as a Favorite. Click Reset to get a
report back to defaults.

You can also change column sizes by dragging the borders of the
headings.

- quote -

> I expect it's some custom report, but I haven't been able to figure it out
> yet. Can someone please point me in the right direction?

  #-1  
Old 02-05-2008, 11:53 PM
Bam-Bam
Guest
 
Posts: n/a
Default Category Balances

I like how MSMoney gives me the Account Balances report that shows me the
grand total for every account that I want included and then summarizes it
all. What I'm looking for is a way to do this with the categories.

I can pull up all of the transactions for each category, which gives me the
grand total for the category, but it has to show all of the transactions.
I'm just looking to represent it as:

Category Name Total
Cat1 $99,999.99
Cat2 $99,999.99
Cat3 $99,999.99

Grand Total $99,999.99



I expect it's some custom report, but I haven't been able to figure it out
yet. Can someone please point me in the right direction?


Thanks In Advance

 

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