Reports Problems

Discussion in 'Microsoft Money' started by PeterD, Dec 6, 2014.

  1. PeterD

    PeterD Guest

    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
     
    PeterD, Dec 6, 2014
    #1
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  2. On Fri, 5 Dec 2014 20:55:12 -0500, "PeterD" <>
    wrote:

    >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.


    Which version of MS Money are you using? How did you get it since
    Microsoft discontinued the product several years ago?

    If you Customize the report, there should be a Detail tab which will
    let you specify the types of transactions eligible for reporting. I
    always use All Types.

    Similarly there should be a Category tab. Specify Select All to start
    with and check the Show subcategories box. Later you can eliminate
    categories till just the transactions you are interested in appear.

    --
    Remove del for email
     
    Barry Schwarz, Dec 6, 2014
    #2
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  3. PeterD

    PeterD Guest

    Hi Barry,

    I am using the following release: MS Money Plus Deluxe Version
    17.0.120.3817. I know this product has been discontinued, but I couldn't
    care less about that as long as it does what I need.

    Thanks for your pointers. I will check this out and see if there are any
    other causes of inaccuracies.

    Peter.

    "Barry Schwarz" <> wrote in message
    news:...
    > On Fri, 5 Dec 2014 20:55:12 -0500, "PeterD" <>
    > wrote:
    >
    >>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.

    >
    > Which version of MS Money are you using? How did you get it since
    > Microsoft discontinued the product several years ago?
    >
    > If you Customize the report, there should be a Detail tab which will
    > let you specify the types of transactions eligible for reporting. I
    > always use All Types.
    >
    > Similarly there should be a Category tab. Specify Select All to start
    > with and check the Show subcategories box. Later you can eliminate
    > categories till just the transactions you are interested in appear.
    >
    > --
    > Remove del for email
     
    PeterD, Dec 7, 2014
    #3
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