Microsoft KB Archive/183392

Money: How to Customize Reports

PSS ID Number: Q183392 Article last modified on 08-17-1998

WINDOWS:4.0,4.0a,5.0,98,99

WINDOWS

================================================================ ==

The information in this article applies to:

 Microsoft Money 99 Microsoft Money 98 == Microsoft Money versions 4.0, 4.0a, 5.0 for Windows 95 == 

= SUMMARY =

This article explains how to customize a report in Microsoft Money.

= MORE INFORMATION =

Use the appropriate method for your version of Money.

Steps for Money 99

 * 1) Open Money.
 * 2) Click Reports on the navigation bar.
 * 3) In the left pane, click one of the report categories. For example, click Spending Habits.
 * 4) Click one of the reports, such as the Account Transactions report, and then click Go To Report/Chart.
 * 5) In the report, click Customize at the bottom of the screen.
 * 6) In the Customize Report dialog box, make any changes as appropriate.
 * 7) Click Apply to apply all your changes to the report.
 * 8) Click OK to return to the report to view your changes.
 * 9) If additional changes are necessary, repeat steps 5-8.

Steps for Money 98

 * 1) Open Money.
 * 2) Click Reports on the navigation bar.
 * 3) In the left pane, click one of the report categories. For example, click Spending Habits.
 * 4) Click one of the reports, such as the Account Transaction report, and then click Go To Report/Chart.
 * 5) In the report, click Customize at the bottom of the screen.
 * 6) In the Customize Report dialog box, make any changes as appropriate.
 * 7) Click Apply to apply all your changes to the report.
 * 8) Click View to return to the report to view your changes.
 * 9) If additional changes are necessary, repeat steps 5-8.

Steps for Money Versions 5.0 and 4.0

 * 1) Open Money
 * 2) On the Contents screen, click Report And Chart Gallery.
 * 3) Click one of the buttons on the left side of the screen. For example, click Spending Habits.
 * 4) Click on one of the Reports, such as the Account Transaction report, and then click Go To Report/Chart.
 * 5) In the report, click Customize at the bottom of the screen.
 * 6) In the Customize dialog box, make any changes as appropriate.
 * 7) Click Apply to apply all your changes to the report.
 * 8) Click View to return to the report to view your changes.
 * 9) If additional changes are necessary, repeat steps 5-8.

= Additional query words: w_money 97 6.0 7.0 monkey change howto =

Keywords : kbdta Version : WINDOWS:4.0,4.0a,5.0,98,99 Platform : WINDOWS Issue type : kbhowto ============================================================================= Copyright Microsoft Corporation 1998.