Budget Report Does Not Show Transfers in Money (80453)


The information in this article applies to:

  • Microsoft Money 2004 Deluxe
  • Microsoft Money 2003 Deluxe
  • Microsoft Money Deluxe 2002
  • Microsoft Money 2001
  • Microsoft Money 2000 Deluxe
  • Microsoft Money 99
  • Microsoft Money 98
  • Microsoft Money 97
  • Microsoft Money 98 Deluxe Edition
  • Microsoft Money 98 Financial Suite
This article was previously published under Q80453

SYMPTOMS

The Budget Report includes an option to show transactions that are transfers. However, transfers are not considered categories and are not displayed in the Budget Report.

WORKAROUND

To work around this problem, use either of the following methods.

Method 1

Enter each side of the transfer separately in each account. That is, do not select Transfer in the Category field for any transaction.

Method 2

  1. Enter the transaction, making the category a split transaction rather than a transfer.
  2. In the split screen, enter the first item, making transfer the category (as you would have in the Account Register).
  3. Enter a second item in the split screen, but categorize this one. Use the same dollar amount as you used for the transfer, and choose or create the appropriate category to reflect the action taken.

    Note This will be the information that is visible in the report.
  4. Enter one more item in the split screen to cancel the bogus entry that was just entered. Use the same dollar amount, but make it negative. You may want to create a category to properly organize this type of activity such as "Bogus."

    Note You will have a category in the report called Bogus that should be ignored. If needed, cancel the selection of this category by customizing the report.
Modification Type:MajorLast Reviewed:1/5/2005
Keywords:kbprb KB80453
©2004 Microsoft Corporation. All rights reserved.