Transfering into and out of budget accounts

#9 06-22-2004, 07:26 PM

Followup to msg on Tue, 22 Jun 2004 18:15:18 +0100, "Glyn Simpson,
MVP" <glyn[at]serf.org> :
(Original msg on bottom)

Great, thanks a lot
Manlio

- quote -

> It will not be listed if you don't have an associated cash account. You will
> need to create one (rename the account, the box is there) and then schedule
> the transaction(s) from the associated cash account rather than the
> investment account

Manlio Laschena
http://Delphi-Jedi.org

#8 06-22-2004, 06:15 PM

It will not be listed if you don't have an associated cash account. You will
need to create one (rename the account, the box is there) and then schedule
the transaction(s) from the associated cash account rather than the
investment account

--
Glyn Simpson, Microsoft MVP - Money

Check http://support.microsoft.com/default...d=fh;EN-GB;mny
for UK tips and fixes for MS Money. To send Microsoft your wishes or
suggestions, use http://register.microsoft.com/mswish/suggestion.asp
or email mnyukwsh[at]microsoft.com especially if it's a UK specific wish.

I do not respond to any unsolicited email regarding Money

"Manlio Laschena" <CUTlasc[at]iol.it> wrote in message
news

kqfd05jkkfukkk0o0v30v0oumm9ussjh3[at]4ax.com...
- quote -

> Followup to msg on Tue, 22 Jun 2004 08:05:56 +0100, "Glyn Simpson,
> MVP" <glyn[at]serf.org> :
> (Original msg on bottom)
> Sorry, I have Money 2004 standard, I start thinkung that this function
> is lacking.
> I have gone to investment account /Change account details and have not
> found the "include in budget".
> Thanks for supporting
> Manlio
> > Go to the investment account details, and click on an option (near the
> > bottom) to include that account in the budget.
> > > You should visualize the budget as one entity, containing a number of
> > accounts (which can be both bank and investment accounts).
> Manlio Laschena
> http://Delphi-Jedi.org

#7 06-22-2004, 09:18 AM

Followup to msg on Tue, 22 Jun 2004 08:05:56 +0100, "Glyn Simpson,
MVP" <glyn[at]serf.org> :
(Original msg on bottom)

Sorry, I have Money 2004 standard, I start thinkung that this function
is lacking.
I have gone to investment account /Change account details and have not
found the "include in budget".

Thanks for supporting
Manlio

- quote -

> Go to the investment account details, and click on an option (near the
> bottom) to include that account in the budget.
> You should visualize the budget as one entity, containing a number of
> accounts (which can be both bank and investment accounts).

Manlio Laschena
http://Delphi-Jedi.org

#6 06-22-2004, 08:05 AM

Go to the investment account details, and click on an option (near the
bottom) to include that account in the budget.

You should visualize the budget as one entity, containing a number of
accounts (which can be both bank and investment accounts).

--
Glyn Simpson, Microsoft MVP - Money

Check http://support.microsoft.com/default...d=fh;EN-GB;mny
for UK tips and fixes for MS Money. To send Microsoft your wishes or
suggestions, use http://register.microsoft.com/mswish/suggestion.asp
or email mnyukwsh[at]microsoft.com especially if it's a UK specific wish.

I do not respond to any unsolicited email regarding Money

"Manlio Laschena" <CUTlasc[at]iol.it> wrote in message
news:eiked019963qdo0tj9cmgra54o7vo4i90f[at]4ax.com...
- quote -

> Followup to msg on Mon, 21 Jun 2004 18:58:34 +0100, "Glyn Simpson,
> MVP" <glyn[at]serf.org> :
> (Original msg on bottom)
> > If you keep one of the accounts 'outside' of the budget (hence showing
the
> > transfer), you cannot see the transactions that create these transfers,
as
> > they are noted in this way. You MUST move the account into the budget if
you
> > wish to use any scheduled bills/deposits that the investment account has
in
> > the budget.
> OK I see your point, but I don't know how to move the accounts that
> produce these income.
> I mean: the budget is done within the "bank account", while the
> trasfers come from one of the "investment accounts".
> To follow your suggestion I ought to include at least one of the
> "investment accounts" into the bank account.
> Aside from the big difference among the two family of accounts, as the
> bank's one have daily movements and a lot of payee, categories etc,
> while the invetment's one is totally different,
> I have not been able to find a way to do that operation: i.e. to move
> it into the budget.
> Will you be so kind to give me an hint to do that ?
> Thanks for your time.
> Manlio Laschena
> http://Delphi-Jedi.org

#5 06-21-2004, 10:34 PM

Followup to msg on Mon, 21 Jun 2004 18:58:34 +0100, "Glyn Simpson,
MVP" <glyn[at]serf.org> :
(Original msg on bottom)

- quote -

> If you keep one of the accounts 'outside' of the budget (hence showing the
> transfer), you cannot see the transactions that create these transfers, as
> they are noted in this way. You MUST move the account into the budget if you
> wish to use any scheduled bills/deposits that the investment account has in
> the budget.

OK I see your point, but I don't know how to move the accounts that
produce these income.

I mean: the budget is done within the "bank account", while the
trasfers come from one of the "investment accounts".
To follow your suggestion I ought to include at least one of the
"investment accounts" into the bank account.
Aside from the big difference among the two family of accounts, as the
bank's one have daily movements and a lot of payee, categories etc,
while the invetment's one is totally different,
I have not been able to find a way to do that operation: i.e. to move
it into the budget.
Will you be so kind to give me an hint to do that ?

Thanks for your time.

Manlio Laschena
http://Delphi-Jedi.org

#4 06-21-2004, 06:58 PM

If you keep one of the accounts 'outside' of the budget (hence showing the
transfer), you cannot see the transactions that create these transfers, as
they are noted in this way. You MUST move the account into the budget if you
wish to use any scheduled bills/deposits that the investment account has in
the budget.

--
Glyn Simpson, Microsoft MVP - Money

Check http://support.microsoft.com/default...d=fh;EN-GB;mny
for UK tips and fixes for MS Money. To send Microsoft your wishes or
suggestions, use http://register.microsoft.com/mswish/suggestion.asp
or email mnyukwsh[at]microsoft.com especially if it's a UK specific wish.

I do not respond to any unsolicited email regarding Money

"Manlio Laschena" <CUTlasc[at]iol.it> wrote in message
news:le3ed056lvsmv86q7rfbb23altdht9mika[at]4ax.com...
- quote -

> Followup to msg on Mon, 21 Jun 2004 16:50:52 +0100, "Glyn Simpson,
> MVP" <glyn[at]serf.org> :
> (Original msg on bottom)
> I have no problems "to see" these trasfers. I would only like to
> budget them, as I can forecast dates and amounts.
> BTW all these amounts become parts of my current earnings and would be
> nice to have them budgeted toghether with other income and expenses.
> Thanks for support
> > You should put the investment account into the budget if you don't want to
> > see 'transfers' from that account. The investment account cannot be a
> > tax-deferred account though
> > > These transactions refer to amounts which come into and go out of the
> > budget, so aren't really things which you specifically add.
> Manlio Laschena
> http://Delphi-Jedi.org

#3 06-21-2004, 05:37 PM

Followup to msg on Mon, 21 Jun 2004 16:50:52 +0100, "Glyn Simpson,
MVP" <glyn[at]serf.org> :
(Original msg on bottom)
I have no problems "to see" these trasfers. I would only like to
budget them, as I can forecast dates and amounts.
BTW all these amounts become parts of my current earnings and would be
nice to have them budgeted toghether with other income and expenses.

Thanks for support

- quote -

> You should put the investment account into the budget if you don't want to
> see 'transfers' from that account. The investment account cannot be a
> tax-deferred account though
> These transactions refer to amounts which come into and go out of the
> budget, so aren't really things which you specifically add.

Manlio Laschena
http://Delphi-Jedi.org

#2 06-21-2004, 04:50 PM

You should put the investment account into the budget if you don't want to
see 'transfers' from that account. The investment account cannot be a
tax-deferred account though

These transactions refer to amounts which come into and go out of the
budget, so aren't really things which you specifically add.

--
Glyn Simpson, Microsoft MVP - Money

Check http://support.microsoft.com/default...d=fh;EN-GB;mny
for UK tips and fixes for MS Money. To send Microsoft your wishes or
suggestions, use http://register.microsoft.com/mswish/suggestion.asp
or email mnyukwsh[at]microsoft.com especially if it's a UK specific wish.

I do not respond to any unsolicited email regarding Money

"Manlio Laschena" <CUTlasc[at]iol.it> wrote in message
news:4v4dd057v2bnr0hvl232t1i8idtgeed8nt[at]4ax.com...
- quote -

> Followup to msg on Mon, 21 Jun 2004 08:17:05 +0100, "Glyn Simpson,
> MVP" <glyn[at]serf.org> :
> (Original msg on bottom)
> Sorry to add my question to the previous one, as I take the
> opportunity to clarify a problem I have on the same matter:
> How may I put in my budget these transfers ?
> I mean :
> I have some schedulable trasfers from an investment account that will
> reverse into my bank account interests and dividend. When they occur I
> have "trasfers into budget accounts". But I am unable to use planner
> and forecast these transfers within my current year budget.
> I hope my english is enough clear !
> Thanks
> Manlio
> > This is for scheduled transfers which have one account in the budget and
> > the
> > other account not. So, the transfer either removes money from the budget
> > pot, or puts it in.
> Manlio Laschena
> http://Delphi-Jedi.org

#1 06-21-2004, 08:57 AM

Followup to msg on Mon, 21 Jun 2004 08:17:05 +0100, "Glyn Simpson,
MVP" <glyn[at]serf.org> :
(Original msg on bottom)

Sorry to add my question to the previous one, as I take the
opportunity to clarify a problem I have on the same matter:
How may I put in my budget these transfers ?
I mean :
I have some schedulable trasfers from an investment account that will
reverse into my bank account interests and dividend. When they occur I
have "trasfers into budget accounts". But I am unable to use planner
and forecast these transfers within my current year budget.

I hope my english is enough clear !
Thanks
Manlio

- quote -

> This is for scheduled transfers which have one account in the budget and the
> other account not. So, the transfer either removes money from the budget
> pot, or puts it in.

Manlio Laschena
http://Delphi-Jedi.org

06-21-2004, 08:17 AM

This is for scheduled transfers which have one account in the budget and the
other account not. So, the transfer either removes money from the budget
pot, or puts it in.

--
Glyn Simpson, Microsoft MVP - Money

Check http://support.microsoft.com/default...d=fh;EN-GB;mny
for UK tips and fixes for MS Money. To send Microsoft your wishes or
suggestions, use http://register.microsoft.com/mswish/suggestion.asp
or email mnyukwsh[at]microsoft.com especially if it's a UK specific wish.

I do not respond to any unsolicited email regarding Money

"Craig" <anonymous[at]discussions.microsoft.com> wrote in message
news:1f22c01c45755$790fc5d0$a401280a[at]phx.gbl...
- quote -

> Hi, I am sittin here trying to learn how to use money.
> I have set up my accounts and budget and I notice that
> when I edit my budget there is a Budget group
> called "Transfers into budget Accounts",
> What is this for and how wou;ld one use it? I dont seem
> to be able to do anything with it..
> Forgive me if this is a really stupid question..
> Cheers
> Craig

#-1 06-21-2004, 07:03 AM

Hi, I am sittin here trying to learn how to use money.

I have set up my accounts and budget and I notice that
when I edit my budget there is a Budget group
called "Transfers into budget Accounts",

What is this for and how wou;ld one use it? I dont seem
to be able to do anything with it..

Forgive me if this is a really stupid question..

Cheers

Craig

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