Microsoft KB Archive/173725

Money: Customized Report Amounts Show Absolute Value

PSS ID Number: Q173725 Article last modified on 09-16-1998

WINDOWS:98,99

WINDOWS

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The information in this article applies to:

 Microsoft Money 99 == Microsoft Money 98 == 

= SUMMARY =

When customizing reports, you can specify an amount range so that the report only reflects transactions within that range.

The values you enter in the To and From boxes in the Amount box are interpreted by Microsoft Money as absolute values. An absolute value is the number of units that the value is from zero. For example, if you enter $50.00 in the From field, Money shows all transactions less than or equal to -$50.00 and greater than or equal to $50.00. Both -50 and +50 are 50 units away from zero.

= MORE INFORMATION =

What Generates a Negative Value in a Report
Bank account: Payment Credit Card account: Charge Cash account: Spend Asset account: Decrease Liability account: Increase

What Generates a Positive Value in a Report
Bank account: Deposit Credit Card account: Credit Cash account: Receive Asset account: Increase Liability account: Decrease

To specify an amount range to show either negative or positive value (but not both), use the appropriate method for your version of Money.

Steps for Money 99
  Click Reports on the navigation bar.   Select one of the following reports on the appropriate tab: Spending Habits:  Where the Money Goes Monthly Cash Flow Account Transactions</li> How I’m Doing on My Budget</li></ul>

Taxes:  Tax-related Transactions</li></ul> </li>  Click Go To Report/Chart. </li>  If you are looking at a Chart, click the Report button. </li>  Click Customize. </li>  Click the Amount tab. Then click Search On This Range and type the range amounts in the From and To boxes. </li>  Click the Category tab. Then click the Select Income Categories or Select Expense Categories. NOTE: The Category tab is not available if you are running the “How I’m Doing on My Budget” report. </li>  Click the Date tab and make sure the date range shows the dates that you want. </li>  Click Apply and then click View. </li></ol>

The report should now show either negative or positive values.

Steps for Money 98
<ol style="list-style-type: decimal;">  Click Reports on the navigation bar. </li>  Select one of the following reports on the appropriate tab: Spending Habits:  Where the Money Goes</li> Monthly Cash Flow</li> Account Transactions</li> <li>How I’m Doing on My Budget</li></ul>

Taxes <ul> <li>Tax-related Transactions</li></ul> </li> <li> Click Go To Report/Chart. </li> <li> If you are looking at a Chart, click the Report button. </li> <li> Click Customize. </li> <li> In the Include Transactions box, click Select Transactions. </li> <li> Click the Details tab. Under Status type the range amounts in the From and To boxes. </li> <li> Click the Categories tab, select either: <ul> <li> Expense Categories (to only display negative values in your report) -or- </li> <li> Income Categories (to only display positive values in your report) </li></ul> </li> <li> Click OK. </li> <li> Make sure the date range shows the dates that you want. </li> <li> Click View. </li></ol>

The report should now show either negative or positive values.

= REFERENCES =

For additional information regarding previous versions of Money, please see the following article(s) in the Microsoft Knowledge Base:

ARTICLE-ID: Q77266 TITLE : Amount Ranges in Report Options Interpreted as Absolute Values

= Additional query words: w_money 6.0 7.0 minus plus ranging ranges hat =

Keywords : kbdta Version : WINDOWS:98,99 Platform : WINDOWS Issue type : kbhowto ============================================================================= Copyright Microsoft Corporation 1998.