Well, I'm running out of ideas; but having a 401k as a Category instead of
an account doesn't make much sense. As to transfers out of budget accounts
not showing up in Income and Expense reports, I'm not surprised for any
number of reasons. Transfers are neither income nor expense, nor does this
report know anything about budget.

Perhaps you should consider opening a support case directly with Microsoft?

<egolden[at]jcpenney.com> wrote in message
news:db8e01c3ef7c$b0a82aa0$a501280a[at]phx.gbl...
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same - answers below

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----just a category - not an account.

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-------when I view budget using the Budget icon/button
the Budget Category shows as "special" followed by the
next line entry of "transfers out of budget accounts"
with a dollar amount budgeted - never any dollar amount
in actual.

if i edit the budget, this "special" category never shows
up.

if i go to the Report icon and select Income and Expense
report and select the month I have viewed in the Budget,
the "transfers out of budget accounts" never shows.

if i go to the Report for Monthly Budget the "transfers"
show up again under the budget column, but not in the
actual columns.

so --- this leaves my budget always looking out of
balance from my actual expenses for the month.

if i track by individuals items, the budget to actual is
correct, but it would sure be nice if the total in the
budget was w/o the overstated "transfers".

hope this states it a little clearer.


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--- i agree they are not expenses, but they do make it
look like i am over budget each month. not to mention, i
can not figure out exactly what the "transfer" number is
comprised of.

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----- it does seem as if they are related to my credit
card payments, but does not equal the amount each month
from what i can tell.

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---- do not have either of the below set up.
- quote -


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Money 2004 Standard - Version 12.0 Update 1


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See comments below.

"elise" <egolden[at]jcpenney.com> wrote in message
news:b5dd01c3ec6b$f1545ec0$a001280a[at]phx.gbl...
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You have a category for the 401k or an account?

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I'm not entirely sure I understand what you mean by the Income and Expense
report disagreeing with the Budget report as a function of Transfers Out.
Ideally, the Budget Report Expenses+Transfers Out should be equal to the
Expense Report Expenses+Transfers Out for the same set of accounts. Remember
that the transfers our are NOT expenses.

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It's probably coming from the scheduled items somehow. I will be the first
to agree as well that occasionally Budget Planner just does some mysterious
things that are incredibly hard to track down.

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Investments. Loan Principal payments.

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I'm trying, but can't promise success.

Have you tried creating a new budget? What version of Money? (It may already
be in the thread, I don't recall.)

I do have a 401K, but i have a category set up for it.
The problem is I can not identify where it thinks i
have 'Transfers out of budget'. I have changed the
credit cards settings to both include in budget and
exclude in budget.

If I exclude them, they show up on the budget report
as 'transfers out of budget account'. This causes even
my actual expense on this report to disagree with the
monthly income and expense report. They budget amount on
the report is still a mystery number to me - i click it,
but no transactions show.

If I include them (which I think I should), the actual
expense on the budget report agrees with the monthly
income and expense report. The budget reports shows no
actuals for the 'transfers out of budget account', but
there still is a mystery number in the budget column for
the line.

what is really strange to me, is the budget number
changes. It does not match between the include and
exclude version for the 'transfers out of budget
accounts'. there is a difference of 293.03 and i do not
even find a transaction for this amount.

not sure if this helps explain the situation better, but
I still have not figured out how to get the 'transfers
out of budger accounts' to zero. i do not know of any
other transaction types other than credit cards that
would show up in there.

can someone help explain what could be causing this or
how i should fix it.

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Capitalization would make your post much easier to read.

Do you have a 401k that gets transfers from a paycheck? Any other periodic
investments? Either of these could be the source of the Transfer Out of
Budget. A principal transfer for a loan could also be the source, IIRC.

I'm not sure I understand your "real budget number to track spending
against" issue. Assuming that we can track down where these are coming from
and it's a valid recognition of money that is departing your budget
accounts, the remainder is a real number to track your spending against.

"elise" <egolden[at]jcpenney.com> wrote in message
news:89ab01c3ea0a$02e042d0$a301280a[at]phx.gbl...
- quote -

can not get these to go away. i have marked all my
credit cards as part of my budget. i itemize each
expense. i categorize the payment using the credit card
payment.

the amounts do not seem directly linked to payments, but
they might be. i just cannot figure out why they would.

i need to get rid of the 'transfers out of budget'
entries so i can get a real budget number to track
spending against.