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Old 11-23-2008, 06:11 PM
Marcela
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Posts: n/a
Default Re: YTD expenses by category

Thank you!
I am using Money Plus so I do have Reports. I found just what I was looking
for hidden in a submenu but it is there.
Thank you

"SteveBell" wrote:

- quote -

> Marcela wrote in <97DE08D6-6817-4BD6-9F55-8DA4E38C1B65[at]microsoft.com> :
> > I am having problems trying to find a quick and direct answer to
> > questions like: How much did I spend in (category/subcategory) this
> > year?
> > > If I go to the Categories screen and choose a category or subcategory

> > of interest, Money shows me the total of how much I have spent in
> > that category ever. There is no place to ask for a timeframe (I am
> > mostly interested in year by year).
> > > What I usually end up doing is going to budget and asking it to show

> > me the current year (I use Savings and Spending). The problem with
> > this is that I only get the expenses by subcategory, not by category.
> > > Is there a place where I can get this information easily, without

> > having to work around the limitations of the Categories and the
> > Budget screens? Maybe I am missing something.

> You need to explore the wonders of the Reports section. There you can
> get any kind of data you want. If you can't get a report to look just
> right, you can export the data to Excel and do literally anything to it.
> If you're using Money Essentials, never mind. Return it and get a
> better version.
> --
> Steve Bell
> New Life Home Improvement
> Arlington, TX

 
Old 11-23-2008, 01:17 PM
SteveBell
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Posts: n/a
Default Re: YTD expenses by category

Marcela wrote in <97DE08D6-6817-4BD6-9F55-8DA4E38C1B65[at]microsoft.com> :

- quote -

> I am having problems trying to find a quick and direct answer to
> questions like: How much did I spend in (category/subcategory) this
> year?
> If I go to the Categories screen and choose a category or subcategory
> of interest, Money shows me the total of how much I have spent in
> that category ever. There is no place to ask for a timeframe (I am
> mostly interested in year by year).
> What I usually end up doing is going to budget and asking it to show
> me the current year (I use Savings and Spending). The problem with
> this is that I only get the expenses by subcategory, not by category.
> Is there a place where I can get this information easily, without
> having to work around the limitations of the Categories and the
> Budget screens? Maybe I am missing something.


You need to explore the wonders of the Reports section. There you can
get any kind of data you want. If you can't get a report to look just
right, you can export the data to Excel and do literally anything to it.

If you're using Money Essentials, never mind. Return it and get a
better version.

--
Steve Bell
New Life Home Improvement
Arlington, TX
  #-1  
Old 11-23-2008, 09:26 AM
Marcela
Guest
 
Posts: n/a
Default YTD expenses by category

I am having problems trying to find a quick and direct answer to questions
like: How much did I spend in (category/subcategory) this year?

If I go to the Categories screen and choose a category or subcategory of
interest, Money shows me the total of how much I have spent in that category
ever. There is no place to ask for a timeframe (I am mostly interested in
year by year).

What I usually end up doing is going to budget and asking it to show me the
current year (I use Savings and Spending). The problem with this is that I
only get the expenses by subcategory, not by category.

Is there a place where I can get this information easily, without having to
work around the limitations of the Categories and the Budget screens? Maybe I
am missing something.

Thank you!
 

Tags
category, expenses, ytd
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