Reports Problems

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

 

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.

 

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.