Microsoft KB Archive/180126

Money: Running Balance Appears Incorrect on Report

PSS ID Number: Q180126 Article last modified on 08-18-1998

WINDOWS:98,99

WINDOWS

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The information in this article applies to:

 Microsoft Money 99 == Microsoft Money 98 == 

= SUMMARY =

When you customize a transaction report to show a single category and choose to include a running total, the running total starts with the register’s total (all categories).

This differs from earlier versions of Money, where the running total represents the previous transactions from that one category alone. In Money 98 and Money 99 however, the running total represents the effects of previous transactions from this category on the total.

The starting balance is the total account starting balance as of the starting date. The running total shows how your spending in one category has changed that starting balance.

= MORE INFORMATION =

To provide a running total of expense categories only, use the appropriate method for your version of Money.

Steps for Money 99

 * 1) Click Reports on the navigation bar.
 * 2) Click Spending Habits, and then click Account Transactions.
 * 3) At the bottom of the screen, click Reset. If this button is unavailable, continue on to step 5.
 * 4) Click Yes to confirm the reset.
 * 5) Click Go To Report/Chart.
 * 6) At the bottom of the screen, click Customize.
 * 7) In the Customize Report dialog box, click the Category tab.
 * 8) Click Clear All, then scroll through the list of Categories, clicking to select the categories that you want to view in the report.
 * 9) Click the Date tab, and if necessary change the date.
 * 10) Click the Layout tab. In the Running Balance list, click Start With Zero.
 * 11) Click Apply and then click OK.

Steps for Money 98

 * 1) Click Reports on the navigation bar.
 * 2) Click Spending Habits, and then double-click Account Transactions.
 * 3) At the bottom of the screen, click Customize.
 * 4) In the Customize Report dialog box, click Select Transactions (under Include Transactions). The Select Transactions dialog box opens.
 * 5) Click the Categories tab; then click Selected Categories. This activates the list of Categories.
 * 6) Click No Category (blank). Scroll through the list of Categories, clicking on the categories that you want to view in the report.
 * 7) Click OK to close the Select Transactions window.
 * 8) Under Running Balance, click Zero.
 * 9) Click Apply, and then click View to see the specified expense report.

= Additional query words: w_money 6.0 7.0 hat reports customize =

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