Microsoft KB Archive/202022

Money 99 P&B: Undated Transactions Not Included in Reports

PSS ID Number: Q202022 Article last modified on 01-27-1999

WINDOWS:

WINDOWS

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The information in this article applies to:

 Microsoft Money 99 == Money 99 Personal and Business == 

= SYMPTOMS =

When you create a report in Money 99 or Money 99 Personal and Business, the report may not include all of the transactions in your Money file.

= CAUSE =

This behavior can occur if both of the following conditions are true:


 * The Date box for one or more of the transactions in your Money file is empty.
 * You have set an ending date for the report’s date range.

= RESOLUTION =

To work around this issue, customize the report to show All Dates, or leave the To box empty when you customize the date range in the report. To do this, follow these steps:

  On the Money navigation bar, click Reports.   In the left margin, click the report category and subcategory you want to use.   Double-click the report you want to use.   Click Customize.   Click the Date tab. </li>  To see all of your transactions, in the Range box, click All Dates, and then click OK. To see only transactions created on or after a certain date, in the Range box, click Custom Dates, click the start date in the From box, delete the date in the To box, and then click OK. </li></ol>

To resolve this issue, add the correct dates to any undated transactions in your Money file. To do this, follow these steps:


 * 1) On the Money navigation bar, click Reports.
 * 2) In the left margin, click Personal, click Spending Habits, and then double-click Account Transactions.
 * 3) Click Customize.
 * 4) On the Date tab, in the Range box, click All Dates.
 * 5) On the Account tab, click Select All.
 * 6) On the Category tab, click Select All.
 * 7) On the Payee tab, click Select All.
 * 8) On the Details tab, in the Type box, click All Types, and then in the Status box, click Reconciled & Unreconciled.
 * 9) Click OK.
 * 10) Double-click any undated transaction you see in the report.
 * 11) In the Date box, type the correct date for the transaction, and then click Enter.
 * 12) Repeat steps 10-11 for any other undated transactions in the report.

= MORE INFORMATION =

The latest possible date in Money 99 Personal and Business is 12/31/2200. When Money sorts or filters your transactions, it assumes that an undefined date is later than any defined date, including the latest possible date.

Additional query words: w_money 7.0

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========================================================= Keywords : kbui kbimu Version : WINDOWS: Platform : WINDOWS Issue type : kbprb ============================================================================= Copyright Microsoft Corporation 1999.