Microsoft KB Archive/138460

= Money: Show Splits with Classifications in a Transaction Report =

Article ID: 138460

Article Last Modified on 1/19/2007

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APPLIES TO


 * Microsoft Money 2004 Deluxe Edition
 * Microsoft Money 2003 Deluxe Edition
 * Microsoft Money 2002 Deluxe Edition
 * Microsoft Money 2001 Standard Edition
 * Microsoft Money 2000 Standard Edition
 * Microsoft Money 99 Standard Edition
 * Microsoft Money 98 Standard Edition
 * Microsoft Money 97 Standard Edition
 * Microsoft Money 2000 Business & Personal Edition
 * Microsoft Money 98 Deluxe Edition
 * Microsoft Money 98 Financial Suite Edition

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This article was previously published under Q138460



SUMMARY
This article describes how to customize your Account Transaction Report to show splits with classifications.



MORE INFORMATION
To customize your Account Transaction Report, use the appropriate method for your version of Money.

Money 99 or Later

 * 1) In Money, click Reports on the navigation bar, and then click Reports Gallery.

Money 99 and 2000 users, click Reports only.
 * 1) In the left pane, click Spending Habits.

Click Account Transactions, and then click Go To Report/Chart.
 * 1) Click Customize.
 * 2) On the Rows & Columns tab, select the classification you want under Include Fields.
 * 3) Make sure that the Show Splits check box is selected.
 * 4) Click Apply, and then click View to return to the report.

Now the report, in addition to displaying all the split information, is customized to view the selected classifications.

Money 98

 * 1) In Money, click Reports on the navigation bar.
 * 2) In the left pane, click Spending Habits.

Click Account Transactions, and then click Go To Report/Chart.
 * 1) Click Customize.
 * 2) In the Customize Report dialog box, select the classification you want under Include Fields.
 * 3) Make sure the Show Splits check box is selected.
 * 4) Click Apply, and then click View to return to the report.

Now the report, in addition to displaying all the split information, is customized to view the selected classifications.

Money 97

 * 1) In Money click Go To, and then click Report And Chart Gallery.
 * 2) In the Report And Chart Gallery, point to Spending Habits, point to Account Transactions, and then click Go To Report/Chart.
 * 3) In the Report View, click Customize.
 * 4) In the Customize Report dialog box, under Include Fields, make sure you select the classification you want.
 * 5) Make sure that the Show Splits check box is selected.
 * 6) Click View to return to the report.
 * 7) Now the report, in addition to displaying all the split information, is customized to view the selected classifications.

Note When you view reports with splits broken out, the report appears double-spaced for transactions that don't Split as the category.



STATUS
This behavior is by design.

Additional query words: money2004 reports money97 money98 money99 money2000 money2001 money2002 money2003 monkey

Keywords: kbhowto KB138460

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