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Old 12-01-2003, 12:44 AM
Barry Schwarz
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Default Re: Joint accounts and classifications

On Sat, 29 Nov 2003 19:10:48 +1000, Andrew Bredhauer
<arbredhauer[at]ozemail.com.au> wrote:

- quote -

> Hi,
> I'm kinda new to Money so apologies if this is a stupid question. I've
> just upgraded from Money 98 to 2004 and want to start using it
> seriously. My partner and I have a number of individual accounts plus a
> joint account. Also my credit cards are used for a number of joint
> transactions.
> My question is what's the best way to set up Money to allow me to handle
> all of this. Ideally I'd like it to come up with joint and individual
> budgets and reports but from what I've read that may not be possible.
> I've also read that classifications are the way to go but I'm not sure
> on how to set them up best for what I want to do.

The first part is pretty easy. You can have a money account for each
real account you have. Money doesn't care if it's yours, your
partner's, or joint. You probably do so give them names which mean
something to you (A's checking, B's saving, our Visa, etc).

It's not quite as isomorphic, but you can set up the categories and
subcategories the same way - A's clothes, B's haircuts, our dining
out, etc.

I'd suggest trying it out with just a few categories till you see if
it fits your lifestyle before attempting to define everything.


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Old 11-29-2003, 08:10 AM
Andrew Bredhauer
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Default Joint accounts and classifications

Hi,

I'm kinda new to Money so apologies if this is a stupid question. I've
just upgraded from Money 98 to 2004 and want to start using it
seriously. My partner and I have a number of individual accounts plus a
joint account. Also my credit cards are used for a number of joint
transactions.

My question is what's the best way to set up Money to allow me to handle
all of this. Ideally I'd like it to come up with joint and individual
budgets and reports but from what I've read that may not be possible.
I've also read that classifications are the way to go but I'm not sure
on how to set them up best for what I want to do.

Any hints would be appreciated

Thanks

Andrew

 

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accounts, classifications, joint
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