On Fri, 5 Dec 2014 20:55:12 -0500, "PeterD" <
piot...@optonline.net>
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.
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