P
PeterD
Hi Group,
I have recently switched to MS Money after keeping my financial info in
Excel spread sheets for years. I am having a hard time learning Money as the
user interface is not intuitive - I have no clue where to find what. I'll
take function-based GUI over so called task-based GUI in a heartbeat but I
guess this is not an option in Money. (I use Office 2003 privately and find
it most user-friendly edition of Office, before the GUI was ruined by
ribbons.)
Anyway, that's not my point.
I am having trouble trusting Money's report, due to issues which can be
summed up in the following two scenarios.
(1) In Money, I have an account which I call Checking and I record my debit
card transaction there. But sometimes a refund comes along which I record in
the Deposit column in the checking account.
How come my spending by Category report does not pick up anything from the
Deposit column?
(2) I make monthly loan payments and the proceeds go to a
category-subcategory.
Again, this info is not shown on the monthly spending report. Instead, there
is an entry categorized as Loan : Loan interest, apparently added by Money
automatically as I do not enter payments against "Loan interest."
Any help appreciated.
Thanks.
Peter
I have recently switched to MS Money after keeping my financial info in
Excel spread sheets for years. I am having a hard time learning Money as the
user interface is not intuitive - I have no clue where to find what. I'll
take function-based GUI over so called task-based GUI in a heartbeat but I
guess this is not an option in Money. (I use Office 2003 privately and find
it most user-friendly edition of Office, before the GUI was ruined by
ribbons.)
Anyway, that's not my point.
I am having trouble trusting Money's report, due to issues which can be
summed up in the following two scenarios.
(1) In Money, I have an account which I call Checking and I record my debit
card transaction there. But sometimes a refund comes along which I record in
the Deposit column in the checking account.
How come my spending by Category report does not pick up anything from the
Deposit column?
(2) I make monthly loan payments and the proceeds go to a
category-subcategory.
Again, this info is not shown on the monthly spending report. Instead, there
is an entry categorized as Loan : Loan interest, apparently added by Money
automatically as I do not enter payments against "Loan interest."
Any help appreciated.
Thanks.
Peter