M04: How to make a report of Transfers

Hi,

I am trying to create a report in Money 2004 to show how much I have
transferred between accounts (e.g. from checking to savings, 401K account )
Is it possible?

RK

Dick
Mon Apr 18 07:25:01 CDT 2005

Yes.

One way (there may be others): Transactions by Category with categories
Clear All and the Include Transfers flag set.

<RK> wrote in message news:%23qE5g86QFHA.2972@TK2MSFTNGP14.phx.gbl...
> I am trying to create a report in Money 2004 to show how much I have
> transferred between accounts (e.g. from checking to savings, 401K
> account ) Is it possible?

RK>
Mon Apr 18 21:02:01 CDT 2005

That worked. But, I could not group by Month. I was only able to group by
Sub-Categories. When I select grouped by Month, I get a blank report, but
grouping by Sub-categories seems to give correct numbers if I select the
accounts carefully.

Any ideas on how I can group by Month?

Thanks.


"Dick Watson" <littlegreengecko@mind-enufalready-spring.com> wrote in
message news:%231GElGBRFHA.4020@tk2msftngp13.phx.gbl...
> Yes.
>
> One way (there may be others): Transactions by Category with categories
> Clear All and the Include Transfers flag set.
>
> <RK> wrote in message news:%23qE5g86QFHA.2972@TK2MSFTNGP14.phx.gbl...
>> I am trying to create a report in Money 2004 to show how much I have
>> transferred between accounts (e.g. from checking to savings, 401K
>> account ) Is it possible?
>
>

Dick
Mon Apr 18 21:41:28 CDT 2005

Wow. I'd never played with that enough to see that behavior. (It appears
that the report treats Transfer as a category and the target as a
subcategory. This probably reflects some of the internal mechanics of the
database but seems to cause real problems in reports.) Fifteen minutes and I
don't see a workaround. You could move the report data to Excel and work on
it there.

<RK> wrote in message news:uLybMPIRFHA.3544@TK2MSFTNGP12.phx.gbl...
> That worked. But, I could not group by Month. I was only able to group by
> Sub-Categories. When I select grouped by Month, I get a blank report, but
> grouping by Sub-categories seems to give correct numbers if I select the
> accounts carefully.
>
> Any ideas on how I can group by Month?

RK>
Mon Apr 18 22:54:08 CDT 2005

Dick,

Thanks for your time. Even though, what I got is not exactly what I wanted,
I can probably live with that report. But it sure shows some
inconsistencies in the reporting.

RK


"Dick Watson" <littlegreengecko@mind-enufalready-spring.com> wrote in
message news:e$7RIlIRFHA.2348@tk2msftngp13.phx.gbl...
> Wow. I'd never played with that enough to see that behavior. (It appears
> that the report treats Transfer as a category and the target as a
> subcategory. This probably reflects some of the internal mechanics of the
> database but seems to cause real problems in reports.) Fifteen minutes and
> I don't see a workaround. You could move the report data to Excel and work
> on it there.
>
> <RK> wrote in message news:uLybMPIRFHA.3544@TK2MSFTNGP12.phx.gbl...
>> That worked. But, I could not group by Month. I was only able to group
>> by Sub-Categories. When I select grouped by Month, I get a blank report,
>> but grouping by Sub-categories seems to give correct numbers if I select
>> the accounts carefully.
>>
>> Any ideas on how I can group by Month?
>
>