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#2
08-06-2008, 12:10 AM
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 Re: Monthly Report balance for refunds WiseUser wrote: - quote - > I use the monthly reports to track the monthly expences. But i
The report is correct. If you made the $100 purchase in March> have > problems when i have a refund in my transactions. example: > bought a > item for $100 in march and returned it and got a refund in > april , > The march report shows incorrecly now that i spent $100 , > which i did > not as i got a refund . How to solve this problem to get > accurate > monthly report. and didn't get the refund until April, then you spent $100 in March. -- John Pollard First initial underscore Last name at mchsi dot com Please reply to newsgroup |
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#1
08-05-2008, 10:43 PM
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| Re: Monthly Report balance for refunds WiseUser wrote: - quote - > I use the monthly reports to track the monthly expences. But i have
The built-in monthly reports are only useful as a general overview.> problems when i have a refund in my transactions. example: bought a > item for $100 in march and returned it and got a refund in april , > The march report shows incorrecly now that i spent $100 , which i did > not as i got a refund . How to solve this problem to get accurate > monthly report. They're not customizable, so they're WYSISYG. To get accurate numbers, you'll need to develop your own set of custom reports. Open one of the default reports, customize it until you see what you need, then save it as a Favorite Report. -- Steve Bell New Life Home Improvement Arlington, TX |
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08-05-2008, 05:16 PM
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| Re: Monthly Report balance for refunds Move the expense to the same month as the refund. "WiseUser" <WiseUser[at]discussions.microsoft.com> wrote in message news  728354F-B9E1-4551-82CB-C4E8EBC7650B[at]microsoft.com...- quote - > I use the monthly reports to track the monthly expences. But i have > problems > when i have a refund in my transactions. example: bought a item for $100 > in > march and returned it and got a refund in april , The march report shows > incorrecly now that i spent $100 , which i did not as i got a refund . > How to solve this problem to get accurate monthly report. |
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#-1
08-05-2008, 04:01 PM
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| Monthly Report balance for refunds I use the monthly reports to track the monthly expences. But i have problems when i have a refund in my transactions. example: bought a item for $100 in march and returned it and got a refund in april , The march report shows incorrecly now that i spent $100 , which i did not as i got a refund . How to solve this problem to get accurate monthly report. |
| Tags |
| balance, monthly, refunds, report |
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