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Old 03-06-2008, 12:27 AM
Dick Watson
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Default Re: how to include mortgage payment into reports

If you go to the Customize | Details tab and select Type: All Types, you
will get the transfers.

"CK" <CK[at]discussions.microsoft.com> wrote in message
news:F6A14B4E-CF5E-4816-A1AB-BE0B8B0E1A42[at]microsoft.com...
- quote -

> It is a spending by category report, Money 06 and I am using Advanced
> Reports.
> This particular report doesn't let me use transfers in the custimization
> windows


  #2  
Old 03-05-2008, 07:37 PM
Dick Watson
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Posts: n/a
Default Re: how to include mortgage payment into reports

I'll try to remember to look at Spending By Category when I get the chance,
but it is possible you can't get there on that report. Again, this would be
because the money that goes to principal isn't spending (it doesn't make you
poorer). It's cash flow and that's relevant to certain questions--not the
least of which is whether there is enough cash to go around--but this is an
importnant distiction that some users find too esoteric. Learning the
distinction, however, might help many people's personal financial management.

"CK" wrote:

- quote -

> It is a spending by category report, Money 06 and I am using Advanced Reports.
> This particular report doesn't let me use transfers in the custimization
> windows, but I see other reports do. (Like 'monthly income and expenses"), so
> I'll play around with the other reports and see what I can do. I just want a
> report that shows normal spendng each month, ie., where the money goes.

  #1  
Old 03-05-2008, 11:02 AM
CK
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Posts: n/a
Default Re: how to include mortgage payment into reports

It is a spending by category report, Money 06 and I am using Advanced Reports.

This particular report doesn't let me use transfers in the custimization
windows, but I see other reports do. (Like 'monthly income and expenses"), so
I'll play around with the other reports and see what I can do. I just want a
report that shows normal spendng each month, ie., where the money goes.

Thanks.



"Dick Watson" wrote:

- quote -

> What Report? What version/edition? If applicable, are you using Advanced
> Reports?
> In the reports we now know as advanced, some reports will require you to
> include transfers in the customization settings. Different reports have this
> in different places. Try in particular Row & Column | Details, IIRC. The
> reason for this is that while the interest and taxes are expenses, the
> principal transfer is just that and is, thus, not an expense.
> "CK" <CK[at]discussions.microsoft.com> wrote in message
> news:A778E10F-89BB-42EF-9FB1-2ACB77B037B1[at]microsoft.com...
> > When I go into the details of my payment, the split is:
> > Principal Transfer: xx
> > Mortgate Interest: xx
> > Real Estate Taxes: xx
> > > I can get Interest and Real Estate taxes to show up, but how can I get

> > either the entire payment to show up in the spending report, or the
> > "principal transfer", so I can see an accurate view of my monthly
> > spending?
> > Or is this not possible, because it's a loan?

 
Old 03-04-2008, 11:53 PM
Dick Watson
Guest
 
Posts: n/a
Default Re: how to include mortgage payment into reports

What Report? What version/edition? If applicable, are you using Advanced
Reports?

In the reports we now know as advanced, some reports will require you to
include transfers in the customization settings. Different reports have this
in different places. Try in particular Row & Column | Details, IIRC. The
reason for this is that while the interest and taxes are expenses, the
principal transfer is just that and is, thus, not an expense.

"CK" <CK[at]discussions.microsoft.com> wrote in message
news:A778E10F-89BB-42EF-9FB1-2ACB77B037B1[at]microsoft.com...
- quote -

> When I go into the details of my payment, the split is:
> Principal Transfer: xx
> Mortgate Interest: xx
> Real Estate Taxes: xx
> I can get Interest and Real Estate taxes to show up, but how can I get
> either the entire payment to show up in the spending report, or the
> "principal transfer", so I can see an accurate view of my monthly
> spending?
> Or is this not possible, because it's a loan?


  #-1  
Old 03-04-2008, 11:33 PM
CK
Guest
 
Posts: n/a
Default how to include mortgage payment into reports

I am trying to do a spending report and the only mortgage category I can get
to show up is MortgageInterest, even though I have all categories selected.

When I go into the details of my payment, the split is:
Principal Transfer: xx
Mortgate Interest: xx
Real Estate Taxes: xx

I can get Interest and Real Estate taxes to show up, but how can I get
either the entire payment to show up in the spending report, or the
"principal transfer", so I can see an accurate view of my monthly spending?
Or is this not possible, because it's a loan?

TIA
 

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