how to deal with reimbursement?

Hi,

I created a sub category "reimbursement" in the "health" category.
My goal is that the health expenses represent really what it costed me.

The problem is that the "health" category display only shows debits. It
doesn't take into account the reimbursements. In the same manner, for the
budget, health reimbursements only appear as revenues. I didn't find any way
to deduct them from the health expenses.

I encounter the same problem with business expenses: I have to do myself the
difference between expenses and reimbursement.

Have somebody find any way to solve this problem?

Thanks for any suggestion

John

johnbusc
Mon Jul 04 10:05:11 CDT 2005

John,

Instead of assigning reimbursements to a new subcategory, why not just
assign them to the same category as your original expense? If Money
warns you about assigning income to an expense category you can either
ignore it or turn these warnings off altogether in Options.

Since your goal is to get the true final cost of "health" transactions,
I assume you don't really care about separating your expense
transactions from your reimbursements. Try it with one of your recent
reimbursements and see if you get the reporting results you are looking
for. Good Luck!

Regards,
John B

John S. wrote:
> Hi,
>
> I created a sub category "reimbursement" in the "health" category.
> My goal is that the health expenses represent really what it costed me.
>
> The problem is that the "health" category display only shows debits. It
> doesn't take into account the reimbursements. In the same manner, for the
> budget, health reimbursements only appear as revenues. I didn't find any way
> to deduct them from the health expenses.
>
> I encounter the same problem with business expenses: I have to do myself the
> difference between expenses and reimbursement.
>
> Have somebody find any way to solve this problem?
>
> Thanks for any suggestion
>
> John

JohnS
Tue Jul 05 07:01:05 CDT 2005

Thanks John for your response.
I tried to use the same category (or sub category) but it didn't change
anything: only expenses are taken into account.

"johnbusc@hotmail.com" wrote:

> John,
>
> Instead of assigning reimbursements to a new subcategory, why not just
> assign them to the same category as your original expense? If Money
> warns you about assigning income to an expense category you can either
> ignore it or turn these warnings off altogether in Options.
>
> Since your goal is to get the true final cost of "health" transactions,
> I assume you don't really care about separating your expense
> transactions from your reimbursements. Try it with one of your recent
> reimbursements and see if you get the reporting results you are looking
> for. Good Luck!
>
> Regards,
> John B
>
> John S. wrote:
> > Hi,
> >
> > I created a sub category "reimbursement" in the "health" category.
> > My goal is that the health expenses represent really what it costed me.
> >
> > The problem is that the "health" category display only shows debits. It
> > doesn't take into account the reimbursements. In the same manner, for the
> > budget, health reimbursements only appear as revenues. I didn't find any way
> > to deduct them from the health expenses.
> >
> > I encounter the same problem with business expenses: I have to do myself the
> > difference between expenses and reimbursement.
> >
> > Have somebody find any way to solve this problem?
> >
> > Thanks for any suggestion
> >
> > John
>
>

Glyn
Tue Jul 05 09:05:02 CDT 2005

If this is on a report, then you'd need to check that the payment types
option is set to all types, rather than just expenses.

--
Glyn Simpson, Microsoft MVP - Money
http://money.mvps.org

Check http://money.mvps.org/faq for tips and fixes for MS Money. To send
Microsoft your product wishes see http://money.mvps.org/wishes.aspx

I do not respond to any unsolicited email regarding Money

"John S." <JohnS@discussions.microsoft.com> wrote in message
news:F52B6324-3F7D-429C-B54C-1F261B760A3F@microsoft.com...
> Thanks John for your response.
> I tried to use the same category (or sub category) but it didn't change
> anything: only expenses are taken into account.
>
> "johnbusc@hotmail.com" wrote:
>
>> John,
>>
>> Instead of assigning reimbursements to a new subcategory, why not just
>> assign them to the same category as your original expense? If Money
>> warns you about assigning income to an expense category you can either
>> ignore it or turn these warnings off altogether in Options.
>>
>> Since your goal is to get the true final cost of "health" transactions,
>> I assume you don't really care about separating your expense
>> transactions from your reimbursements. Try it with one of your recent
>> reimbursements and see if you get the reporting results you are looking
>> for. Good Luck!
>>
>> Regards,
>> John B
>>
>> John S. wrote:
>> > Hi,
>> >
>> > I created a sub category "reimbursement" in the "health" category.
>> > My goal is that the health expenses represent really what it costed me.
>> >
>> > The problem is that the "health" category display only shows debits. It
>> > doesn't take into account the reimbursements. In the same manner, for
>> > the
>> > budget, health reimbursements only appear as revenues. I didn't find
>> > any way
>> > to deduct them from the health expenses.
>> >
>> > I encounter the same problem with business expenses: I have to do
>> > myself the
>> > difference between expenses and reimbursement.
>> >
>> > Have somebody find any way to solve this problem?
>> >
>> > Thanks for any suggestion
>> >
>> > John
>>
>>