Thank you, Cal. Yes, I have the Special section for transfers enabled (i.e.
I am using advanced registers). Here's my question, hopefully stated more
understandably:

I've got $190 of my husband's $2000 that goes from Check1 to Sav1 bi-weekly.
It is, yes, a transfer. But how will that show up in my working budget if
it is labeled a transfer, as transfers do not have category options?

The only thing I can think of to get the working budget to show that I've
gone ahead and deposited the $190 into a Savings category is to "manual"
enter the $190 from Check1 to Sav1 as a "withdrawl" with a category of
"property taxes" and then click over to the Sav1 register and enter it as a
"deposit" (with no category selected).

When I clicked back over to the working budget, it did show the $190 in it's
correct budget category -- step one is good. Then, I went over to Sav1
register and categorized it as "transfer: check1" and it seems to have
worked. So, did I do it right?

I need to have a clear rule in my head -- one that I can share with my dh
when he does this -- that we assign money to categories when it is
transferred out of an account (therefore not using the "TRANSFER" transaction
type in the transaction form window), and use the SPECIAL "TRANFER: [account
it came from]" category when we click over to the deposit.

Will this work?

Thanks


"Cal Learner-- MVP" wrote:

- quote -

In microsoft.public.money, dmabbe wrote:

- quote -

If you don't have the SPECIAL Transfer at the bottom of your
category list, change the register to Advanced rather than
Essential. You can do that thruout with
Tools-> Settings-> AccountSettings(global)-> DisplayAllAccountsInTheAdvancedRegister

Alternatively you could make the change on an account-by-account
basis.

This may not be the answer to the question you were asking. I was
not sure.

Perhaps someone can help me think this through. I just purchased Money Plus
to upgrade my Money 2006 -- I like the budgeting component of + so much
better and want to utilize it and get rid of our cumbersome Excel spreadsheet.

We have two primary checking accounts (check1 and check2) that our paychecks
are deposited into, and two savings accounts (sav1 and sav2)that "hold" funds
until they are needed -- property taxes, water bill, emeregency fund, annual
insurance premiums. When our paycheck is deposited, I've got $xx going
direct debit from check1 to sav1. I think in the past I've gone ahead an
manually indicated that this was a withdraw/deposit from one acct. to the
other -- which messes up our income. I've read a couple posts here and
wondered if I should use the in/out of budget feature with these accts., our
perhaps that isn't going to help me.

Does anyone have any suggestions for me? As I've typed this out, I think
I've answered my own question -- keep the spreadsheet that shows the balance
of our savings accounts and which "envelopes" the balances belong to. And,
just let transfers be transfers so they don't mess up my income/ expenses.