Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
  #2  
Old 10-28-2008, 09:50 PM
plarney@gmail.com
Guest
 
Posts: n/a
Default Re: Split Transactions not Showing in Expense Reports (MNY2007)

I fixed it, but not really sure how. I was using the Monthly Income &
Expenses report. Even though its H&B I'm using, I'm sure standard
things like reports are the same.

I went back to the default report, and it showed my split
transactions. I was customizing the report to specific accounts &
categories, so something went wrong there. Still not sure what.
Thanks .
  #1  
Old 10-28-2008, 09:37 PM
SteveBell
Guest
 
Posts: n/a
Default Re: Split Transactions not Showing in Expense Reports (MNY2007)

Dick Watson wrote:

- quote -

> "plarney[at]gmail.com" wrote:
> > Hi .. I'm a long time Quicken user thinking of moving from Q2002 H&B
> > to Money 2007 H&B since I was able to get that version. I converted
> > my file and all seemed ok. I'm now comparing reports from Q to Mny,
> > and they're not adding up.
> > > So far I've found that several split transactions (and I assume all)

> > do not show up in my report. For example, I split a $100 cash debit
> > between $10 parking expense and $40 meals. The remaining $50 is
> > uncategorized. The parking and meals do not show up in my report. To
> > me, the transaction looks good. I've got other parking & meals
> > transactions that are not split, and they do show up in the report.
> > > Any advice? This is abviously a show-stopper for moving to Money.

> > Thanks.

> What report? Have you tried messing with the report customization
> options that show or don't show splits? (Oh, and BTW, almost none of
> the regulars here use H&B and nobody who does use it is a regular
> here. Sometimes we can't help because some features in H&B are just,
> well. different in ways we don't know much about. Take what we say
> with that in mind.)
> One thing from your post worries me: you say you have some amount in
> splits "unassigned". If by this you mean that the sum of the split
> entries does not match the transaction total, this is not a good
> thing in Money since Money isn't smart enough to treat this amount
> the same as it would, say, an amount in an un-split transaction with
> no category assigned. (If I were designing it, it sure would be…) I
> would avoid this case if at all possible.


I use Money 2007 Home & Business to run my handyman service.

As far as I can see,plarney mentioned nothing specific to the business
version. Of course, that doesn't mean that the problem isn't due to
using H&B, just that it isn't obvious. :-)

Mr. Watson is on target. If you'll tell us what report you're using,
we'll have a better shot at helping you.

He's also right about the unassigned amounts being an issue. Here's how
I handle cash:
* Withdraw $100.
* Categorize it as FoodiningOut, because that's where it usually gos
(coffee, lunch, etc.)
* Buy a garden hose with cash; edit the withdrawal transaction and add
a split categorized as Household:Maintenance
* Right-click the original split for Food, choosing
AddUnassignedAmountHere to recalculate the balance
* The total of the splits is now back to $100, and all of it is
categorized.
* When you run out of cash, make a new withdrawal, create a new
transaction, and start the splitting again.

--
Steve Bell
New Life Home Improvement
Arlington, TX
 
Old 10-28-2008, 05:42 PM
Dick Watson
Guest
 
Posts: n/a
Default RE: Split Transactions not Showing in Expense Reports (MNY2007)

What report? Have you tried messing with the report customization options
that show or don't show splits? (Oh, and BTW, almost none of the regulars
here use H&B and nobody who does use it is a regular here. Sometimes we can't
help because some features in H&B are just, well. different in ways we don't
know much about. Take what we say with that in mind.)

One thing from your post worries me: you say you have some amount in splits
"unassigned". If by this you mean that the sum of the split entries does not
match the transaction total, this is not a good thing in Money since Money
isn't smart enough to treat this amount the same as it would, say, an amount
in an un-split transaction with no category assigned. (If I were designing
it, it sure would be…) I would avoid this case if at all possible.

"plarney[at]gmail.com" wrote:

- quote -

> Hi .. I'm a long time Quicken user thinking of moving from Q2002 H&B
> to Money 2007 H&B since I was able to get that version. I converted my
> file and all seemed ok. I'm now comparing reports from Q to Mny, and
> they're not adding up.
> So far I've found that several split transactions (and I assume all)
> do not show up in my report. For example, I split a $100 cash debit
> between $10 parking expense and $40 meals. The remaining $50 is
> uncategorized. The parking and meals do not show up in my report. To
> me, the transaction looks good. I've got other parking & meals
> transactions that are not split, and they do show up in the report.
> Any advice? This is abviously a show-stopper for moving to Money.
> Thanks.

  #-1  
Old 10-28-2008, 12:16 PM
plarney@gmail.com
Guest
 
Posts: n/a
Default Split Transactions not Showing in Expense Reports (MNY2007)

Hi .. I'm a long time Quicken user thinking of moving from Q2002 H&B
to Money 2007 H&B since I was able to get that version. I converted my
file and all seemed ok. I'm now comparing reports from Q to Mny, and
they're not adding up.

So far I've found that several split transactions (and I assume all)
do not show up in my report. For example, I split a $100 cash debit
between $10 parking expense and $40 meals. The remaining $50 is
uncategorized. The parking and meals do not show up in my report. To
me, the transaction looks good. I've got other parking & meals
transactions that are not split, and they do show up in the report.

Any advice? This is abviously a show-stopper for moving to Money.
Thanks.
 

Tags
expense, mny2007, reports, showing, split, transactions
Similar Threads
Thread Forum Replies Last Post
Escrow Payments showing as an Expense
Neil154ABCD@gmail.com remove ABCD: I am using Money HB 2008 and I have an investment property and I pay the taxes and insurance thru my mortgage payment. I therefore created a...
Microsoft Money 13 09-12-2007 01:53 AM
Transfer showing up as an expense in 2007
Bruce Chastain: Ok, I've simplified this from my first post now that I've figured out what the problem is. The short version is that a transfer from my checking...
Microsoft Money 1 08-05-2006 10:52 PM
credits not showing in expense report?
goldenset@gmail.com: i created a report off money 2004's spending by category. it's working fine so far until i realized that it doesn't include credits. what i man is...
Microsoft Money 2 03-09-2006 10:12 PM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 04:10 AM.