Microsoft KB Archive/812753

= Money: How to Use the Budget Planner to Track Fixed and Unfixed Expenses =

Article ID: 812753

Article Last Modified on 2/1/2007

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APPLIES TO


 * Microsoft Money 2004 Deluxe Edition
 * Microsoft Money 2003 Standard Edition

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SUMMARY
This article describes how to use the Budget Planner feature in Money to create both an unfixed expense and a fixed, recurring expense.



MORE INFORMATION
In Money, there are two types of budgeted items. Type A is an expense that has an unfixed date, unfixed amount, unfixed payee, and unfixed frequency. For example, your entertainment allotment is a Type A expense.

Type B is a recurring bill. This type of expense is included in the Budget Planner on the due date each month. This is a budgeted expense that has a fixed payee, fixed date, and fixed frequency -- for example, a car payment.

Create an Unfixed Expense
To create an unfixed expense (type A), follow these steps:
 * 1) On the Planner menu, click Budget Planner.
 * 2) On the Review your current budget status page, click Expenses to review expenses.
 * 3) Click the category that you want to edit, and then click Edit.
 * 4) In the Edit dialog box, click Custom, type the correct amounts for each month, and then click OK.

Create a Fixed Expense
To create a fixed, recurring expense (type B), follow these steps:
 * 1) On the Accounts & Bills menu, click Bills & Deposits.
 * 2) Click New, and then click Bill.
 * 3) Type the information to create a recurring bill, and then click OK.
 * 4) In the list of Managed scheduled bills and deposits, click the bill that you just created, and then click Enter into Register.
 * 5) In the Record Payment dialog box, click Record Payment.

Keywords: kbinfo KB812753

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