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#4
11-16-2008, 09:08 PM
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 Re: Budgeting, transactions, and accounts Ben Bowen pisze: - quote - > That's not a bad idea. Can one account be a subset of another, or is
I have a "Wallet" account that keeps track of all cash I spend.> it a completely independent account? All ATM withdrawals I put as simple transfers from bank account to the "wallet" account. Then I track my spending from the wallet account - so it goes to the correct category, matches my budget etc. -- /\ /\ [ Jakub 'Kocureq' Anderwald ] /\ /\ =^;^= [ [nick][at][nick].com ] =^;^= / | [ GG# 1365999 ICQ# 31547220 ] | \ (___(|_|_| [ kocureq[at]jabber.org ] |_|_|)___) |
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#3
11-16-2008, 08:27 PM
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| Re: Budgeting, transactions, and accounts It would be an independent account. -- Regards Bob Peel, Microsoft MVP - Money For unofficial FAQs see http://money.mvps.org/ or http://umpmfaq.info/ I do not respond to any emails that I have not specifically asked for. "Ben Bowen" <bozothedeathmachine[at]gmail.com> wrote in message news:196990f0-45e3-4d1d-8e44-26dd7b2f22ac[at]z28g2000prd.googlegroups.com... - quote - > That's not a bad idea. Can one account be a subset of another, or is > it a completely independent account? > Thanks for the advice. > On Nov 16, 5:19 pm, "Bob Peel, MVP" > <bob_p...[at]kiandra.freeserve.co.uk.INVALID> wrote: > > One way is to set up an account "Cash in Pocket" and transfer the ATM > > withdrawal to that. You can then debit gas, dining and groceries to the > > "Cash account". > > > -- > > Regards > > Bob Peel, > > Microsoft MVP - Money > > > For unofficial FAQs seehttp://money.mvps.org/ > > orhttp://umpmfaq.info/ > > > I do not respond to any emails that I have not specifically asked for. > > > "Ben Bowen" <bozothedeathmach...[at]gmail.com> wrote in message > > > news:b61cbf14-3fac-4f5f-a671-fb1c111e00d3[at]s9g2000prm.googlegroups.com... > > > > Hi, all. I'm trying to setup the budgeting in an old version of Money > > > (2003). > > > I want to use Money to track both my accounts and budget, but > > > separately. The budget uses transactions in the accounts for tracking, > > > but those don't really reflect what happens in the account. > > > > EG: if I withdraw $100 in cash from an ATM, it would show up as $100 > > > cash withdrawal in the accounts. Then I use that cash to buy $25 > > > groceries, $50 dining out, and $20 gas. If I put those transactions is > > > so budget can see them, they will show up as $195 total ($100 from the > > > ATM + $95 in assorted transactions). > > > > I need the budgeting tool to use the account information, but not > > > modify it: I want to enter the budgeting transactions separately from > > > account transactions. > > > > How do I do that? > > > > Thanks.. |
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#2
11-16-2008, 07:30 PM
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| Re: Budgeting, transactions, and accounts Bob Peel, MVP wrote: - quote - > One way is to set up an account "Cash in Pocket" and transfer the ATM
A second method is to enter splits in the ATM withdrawal transaction.> withdrawal to that. You can then debit gas, dining and groceries to > the "Cash account". The splits have to add up to the total of the transaction. Both methods are good. It's a personal preference issue, so your preference wins. -- Steve Bell New Life Home Improvement Arlington, TX |
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#1
11-16-2008, 04:16 PM
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| Re: Budgeting, transactions, and accounts That's not a bad idea. Can one account be a subset of another, or is it a completely independent account? Thanks for the advice. On Nov 16, 5:19 pm, "Bob Peel, MVP" <bob_p...[at]kiandra.freeserve.co.uk.INVALID> wrote: - quote - > One way is to set up an account "Cash in Pocket" and transfer the ATM > withdrawal to that. You can then debit gas, dining and groceries to the > "Cash account". > -- > Regards > Bob Peel, > Microsoft MVP - Money > For unofficial FAQs seehttp://money.mvps.org/ > orhttp://umpmfaq.info/ > I do not respond to any emails that I have not specifically asked for. > "Ben Bowen" <bozothedeathmach...[at]gmail.com> wrote in message > news:b61cbf14-3fac-4f5f-a671-fb1c111e00d3[at]s9g2000prm.googlegroups.com... > > Hi, all. I'm trying to setup the budgeting in an old version of Money > > (2003). > > I want to use Money to track both my accounts and budget, but > > separately. The budget uses transactions in the accounts for tracking, > > but those don't really reflect what happens in the account. > > EG: if I withdraw $100 in cash from an ATM, it would show up as $100 > > cash withdrawal in the accounts. Then I use that cash to buy $25 > > groceries, $50 dining out, and $20 gas. If I put those transactions is > > so budget can see them, they will show up as $195 total ($100 from the > > ATM + $95 in assorted transactions). > > I need the budgeting tool to use the account information, but not > > modify it: I want to enter the budgeting transactions separately from > > account transactions. > > How do I do that? > > Thanks.. |
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11-16-2008, 03:19 PM
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| Re: Budgeting, transactions, and accounts One way is to set up an account "Cash in Pocket" and transfer the ATM withdrawal to that. You can then debit gas, dining and groceries to the "Cash account". -- Regards Bob Peel, Microsoft MVP - Money For unofficial FAQs see http://money.mvps.org/ or http://umpmfaq.info/ I do not respond to any emails that I have not specifically asked for. "Ben Bowen" <bozothedeathmachine[at]gmail.com> wrote in message news:b61cbf14-3fac-4f5f-a671-fb1c111e00d3[at]s9g2000prm.googlegroups.com... - quote - > Hi, all. I'm trying to setup the budgeting in an old version of Money > (2003). > I want to use Money to track both my accounts and budget, but > separately. The budget uses transactions in the accounts for tracking, > but those don't really reflect what happens in the account. > EG: if I withdraw $100 in cash from an ATM, it would show up as $100 > cash withdrawal in the accounts. Then I use that cash to buy $25 > groceries, $50 dining out, and $20 gas. If I put those transactions is > so budget can see them, they will show up as $195 total ($100 from the > ATM + $95 in assorted transactions). > I need the budgeting tool to use the account information, but not > modify it: I want to enter the budgeting transactions separately from > account transactions. > How do I do that? > Thanks.. |
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#-1
11-16-2008, 02:09 PM
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| Budgeting, transactions, and accounts Hi, all. I'm trying to setup the budgeting in an old version of Money (2003). I want to use Money to track both my accounts and budget, but separately. The budget uses transactions in the accounts for tracking, but those don't really reflect what happens in the account. EG: if I withdraw $100 in cash from an ATM, it would show up as $100 cash withdrawal in the accounts. Then I use that cash to buy $25 groceries, $50 dining out, and $20 gas. If I put those transactions is so budget can see them, they will show up as $195 total ($100 from the ATM + $95 in assorted transactions). I need the budgeting tool to use the account information, but not modify it: I want to enter the budgeting transactions separately from account transactions. How do I do that? Thanks.. |
| Tags |
| accounts, budgeting, transactions |
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