On 28 Jul, 17:12, "Glyn Simpson, MVP" <glyn.simpson[at]nogmailspam_.comwrote:
- quote -

Thanks Glynn, I hadn't seen Moneylink before, looks ideal for what I'm
doing. I've just downloaded it.

If you use MoneyLink, you should be able to keep the Excel file up to date
with the data from Money very easily (one button click). Shouldn't take up
too much of your time.

--
Glyn Simpson, Microsoft MVP - Money
http://money.mvps.org

See http://money.mvps.org/faq/default.aspx for tips and fixes for MS Money.
To send Microsoft your product wishes see http://money.mvps.org/wishes.aspx

I do not respond to any unsolicited email regarding Money


<martin_pentreath[at]hotmail.com> wrote in message
news:8f098e39-3b86-4b50-939b-1f7d7aad13a2[at]26g2000hsk.googlegroups.com...
- quote -

On 28 Jul, 07:35, "teabag" <nob...[at]home.com> wrote:
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Thanks Teabag, I'll carry on with what I've got, which is basically a
template in Excel into which I paste the annual expenditure figures
from Money. One of the annoying features is that there are some
subcategories that are rarely used, and if there's a 12-month period
in which one is not used then rather than Money showing that
subcategory with zero expenditure it just leaves it out of the report.
This throws out all the allignment in cutting and pasting and needs
some messing about. Anyway, I guess I'm just being lazy, and as you
say, Excel will ultimately provide much more flexibility in analysis
of the data, so it should be worth spending some time gettting it
copied across.

No.

Excel will always be more flexible. For example, you could easily create
rolling averages to get a better feel for rates-of-change.
Why not make a template within Excel where all the logical errors have been
debugged. Then you should only need to paste raw data in and read the
answers out.

teabag



<martin_pentreath[at]hotmail.com> wrote in message
news:156b6a07-8a98-4ca0-90a0-7e9131ddbd02[at]t54g2000hsg.googlegroups.com...
- quote -

Hi I'm a UK user, using Money version 14, but I don't think this
question is particularly country-specific.

In order to help me analyse my *monthly* expenditure I want to see
spending by category averaged out on a monthly basis over the last
twelve months. This is really helpful in smoothing out peaks and
troughs and setting a monthly budget. I've done this so far by
exporting data from an annual-expenditure-by-category report into
Excel. I set up Money to produce a report for, say, the year ending
30th June. Then I paste these figures into Excel as a column against
the list of categories. I'll also have columns for expenditurein year
ended 31st April, year ended 31st March etc. Because these are annual
figures I then have another worksheet in which all of these figures
get divided by twelve to give average monthly expenditure over the
twelve months in question.

To get to the point, this is all a bit clunky, with plenty of scope
for difficult-to-trace errors being introduced, and I'm wondering
whether there's an easier way to set up such a report within Money
itself.

Cheers!

Martin