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Old 03-22-2008, 08:02 PM
Bill Becker
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Default Re: Getting consistent report exports to Excel

You can also do this by setting up a budget with all the categories you want.
Since you only want actuals, you can take the Money defaults for budgeted
amounts or just put in bogus values. Then you can run the "Monthly Budget"
or "Annual Budget" report, export it to Excel, and just use the monthly
actuals that come over in the report. These reports will have a line for all
budgeted categories, even is there is no actual expenditure in a given month.

I use this technique to get my actual expenses into a spreadsheet which
contains my "real" budget. I do this because all my attempts to make a
"real" budget in MSMoney just led to frustration. It's not impossible to get
a budget set up the way you want in MSMoney, but it's a lot a work and
sometimes it gets fouled up for no apparent reason. In contrast, putting
budget numbers into Excel is fast and the values don't change. YMMV
--
Bill Becker


"Dick Watson" wrote:

- quote -

> I don't know of a way either. You may want to consider the export "raw data"
> and use another sheet with ALL of your categories and using some function
> like VLOOKUP() on your production data worksheet to find any amounts for
> that category by name on the raw data .CSV worksheet.
> <martin_pentreath[at]hotmail.com> wrote in message
> news:875c2ce1-df23-450a-b2f1-4d576fe1d6aa[at]s13g2000prd.googlegroups.com...
> > I have set up a "favourite" report showing spending by subcategory for
> > the last 12 months as a column of figures. My plan is that each month
> > I will export the figures to an Excel spreadsheet column for that
> > month. This will allow me to track changes in my expenditure patterns
> > based on a rolling 12-month average for each category.
> > > Anyway, the problem is that at the moment if a particular subcategory

> > has no expenditure in the month in question then there simply isn't as
> > row for that subcategory, and consequently everything below the
> > missing row is thrown out of allignment in the spreadsheet. I thought
> > I'd seen somehwhere an option to force the report to produce a row
> > even for empty categories, but now I can't find it.

  #1  
Old 03-21-2008, 08:57 PM
Dick Watson
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Posts: n/a
Default Re: Getting consistent report exports to Excel

I don't know of a way either. You may want to consider the export "raw data"
and use another sheet with ALL of your categories and using some function
like VLOOKUP() on your production data worksheet to find any amounts for
that category by name on the raw data .CSV worksheet.

<martin_pentreath[at]hotmail.com> wrote in message
news:875c2ce1-df23-450a-b2f1-4d576fe1d6aa[at]s13g2000prd.googlegroups.com...
- quote -

> I have set up a "favourite" report showing spending by subcategory for
> the last 12 months as a column of figures. My plan is that each month
> I will export the figures to an Excel spreadsheet column for that
> month. This will allow me to track changes in my expenditure patterns
> based on a rolling 12-month average for each category.
> Anyway, the problem is that at the moment if a particular subcategory
> has no expenditure in the month in question then there simply isn't as
> row for that subcategory, and consequently everything below the
> missing row is thrown out of allignment in the spreadsheet. I thought
> I'd seen somehwhere an option to force the report to produce a row
> even for empty categories, but now I can't find it.



 
Old 03-21-2008, 05:58 PM
William R Wood
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Posts: n/a
Default Re: Getting consistent report exports to Excel

Can't think of anything brilliant offhand but what if you enter a "plug" or
"dummy" transaction with a zero amount (or $1.00) in Money in the missing
catagory? Maybe that will produce the necessary row for Excel.

Regards

Bill Wood


<martin_pentreath[at]hotmail.com> wrote in message
news:875c2ce1-df23-450a-b2f1-4d576fe1d6aa[at]s13g2000prd.googlegroups.com...
- quote -

> Hi,
> I have set up a "favourite" report showing spending by subcategory for
> the last 12 months as a column of figures. My plan is that each month
> I will export the figures to an Excel spreadsheet column for that
> month. This will allow me to track changes in my expenditure patterns
> based on a rolling 12-month average for each category.
> Anyway, the problem is that at the moment if a particular subcategory
> has no expenditure in the month in question then there simply isn't as
> row for that subcategory, and consequently everything below the
> missing row is thrown out of allignment in the spreadsheet. I thought
> I'd seen somehwhere an option to force the report to produce a row
> even for empty categories, but now I can't find it.
> Thanks for any help.
> Martin



  #-1  
Old 03-21-2008, 05:48 PM
martin_pentreath@hotmail.com
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Posts: n/a
Default Getting consistent report exports to Excel

Hi,

I have set up a "favourite" report showing spending by subcategory for
the last 12 months as a column of figures. My plan is that each month
I will export the figures to an Excel spreadsheet column for that
month. This will allow me to track changes in my expenditure patterns
based on a rolling 12-month average for each category.

Anyway, the problem is that at the moment if a particular subcategory
has no expenditure in the month in question then there simply isn't as
row for that subcategory, and consequently everything below the
missing row is thrown out of allignment in the spreadsheet. I thought
I'd seen somehwhere an option to force the report to produce a row
even for empty categories, but now I can't find it.

Thanks for any help.

Martin
 

Tags
consistent, excel, exports, report
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