On Thu, 31 Jul 2008 21:55:01 -0700, reef150
<reef150[at]discussions.microsoft.com> wrote:

- quote -

Somewhere in the report customization process (it may vary by Money
version), you can specify what types of entries should be include in
the report. In my version it defaults to "payments" and I must change
it to "all" to see the credits.

--
Remove del for email

reef150 wrote:

- quote -

It should work properly the way you're describing. You'll just get a
warning that you're recording a credit to an expense category.

Depending on the report, you might have to click "Customize" and choose
to include something. There's a good bit of inconsistency between the
different reports, so you have to watch carefully.

I can't address the "Insights" or budget issues, since I don't use the
budget, and I don't know what Insights is.

--
Steve Bell
New Life Home Improvement
Arlington, TX

I am curious how to get the following to handle as I would expect.

If I purchase something and record it as an expense in an expense category,
things of course work as expected with reports and the "Insight" thing where
you can see your progress against budget categories. (i.e. I buy $40 of
stuff at Home Depot and record in the Home Improvement category).

However, if I return $20 of that stuff, and record a credit against the Home
Improvement category, these do not get included in the reports or the
"Insights" graphs. Am I missing turing on some setting, or I am recording
this incorrectly. As it stands this makes it hard to know how you are really
tracking to budget

..... or maybe this is a way to encourage me to never buy more than I need to
start with

thanks.....