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| 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 . |
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| Dick Watson wrote: - quote - > "plarney[at]gmail.com" wrote:
I use Money 2007 Home & Business to run my handyman service.> > 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. 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 Food iningOut, 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 |
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| 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. |
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| 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 |
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