Thanks for the input Dick. You recognize the basic problem. In general what
I am looking for is the amount of money I spend in each category and the
amount that I add/remove from savings and retirement accounts. You (as did
I) see the check boxes about transfers. None of them seem to give the
answers that I want. I even found little correlation between what they gave
and what I expected them to give. I did find the transaction report but
that requires exporting to Excel to get monthly totals.

I do not know if the budget information would have given anything. I turned
off budgeting along time ago as it chewed up too much cpu power on previous
versions and I was not using it.

Perhaps someone might know how I can get a report like that below

Jan 08 Feb 08 Mar 08 ...(or quarters)
Income
Gross Income
Interest
Investment
Total Income

Expenses
Auto
Charity
Clothing
Education
Food
Gifts
Healthcare
Housing
Insurance
Leisure
Misc
Pets
Taxes
Utilities
Vacation
Total Expenses

Transfer to savings
Transfer to Retirement

Net Income -Expenses-transfers

As Dick points out, it is easy to get everything except the last two
transfers. I am not an accountant but I do recognize his point about not
including them. I am even willing to combine the last two into a single
entry. Perhaps I can even look at the net income-net expenses that the
report gives as an approximation between the amount that is being placed
into these accounts.

Thanks for any suggestions.

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:Oei$77P0IHA.1240[at]TK2MSFTNGP02.phx.gbl...
- quote -

Without chasing the specifics just yet, understand that "Income and
Expenses" are everything Transfers are not. So, for the "Income and Expense"
report to work this way makes a certain amount of sense.

That having been said, if I customize and go to Details|Types|All types, I
see a section at the bottom for Transfers. I haven't validated the output
just now to see if it has what I expect. As to wanting some Transfers and
not others, that's probably going to require careful manipulation of what
Accounts are in the report and what ones are out. Also note the choices at
Rows & Columns|Transfers. I conclude from about a minute's worth of playing
that you have to line up with the choices here to get anything like what you
want. You may not be able to get what you want. As always, one must validate
the results in the context of one's own data.

"Art McClinton" <art.mcclinton[at]cox.net> wrote in message
news:09X5k.834$Fj5.173[at]newsfe23.lga...
- quote -

I decided I wanted to generate a quarterly report by category showing
monthly income and expenses. I was able to get it to work, but try as I
might, I can not find a way to show transfers from my checking account to my
savings account. I know that I do not want to show transfers to the credit
card account. But the choices on the show transfers does not result in the
transfers to savings or the purchase of CD's as showing up in the report.

I am running Money Plus Delux.