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Money 2005 Advanced Budget issues with Auto Budget

 
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fffirefly



Joined: 28 Sep 2007
Posts: 6

PostPosted: Sun Sep 09, 2007 5:02 pm    Post subject: Money 2005 Advanced Budget issues with Auto Budget Reply with quote

I currently have Microsoft Money 2005. So far I've been able to track
spending, bills and account balances fine, but have never been able to get
the budget function to work. Basically we charge pretty much everything and
pay off the credit cards in full every month. This works for us. However,
anytime I've tried to set up the budget, it not only brings over the charges
in the auto budget (which I want it to do) but also the payment of the credit
card, effectively showing the same charge twice. So I have 2 questions:

1. Anyone have any suggestions or experience as to how to not have the
double posting of charges?
2. If not, anyone know if the new versions of Money work better
3. I posted this a little while ago and the thread appeared & then
disappeared-anyone know why?

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sunnyvale_playmaker



Joined: 27 Oct 2007
Posts: 3

PostPosted: Sat Oct 27, 2007 2:37 am    Post subject: RE: Money 2005 Advanced Budget issues with Auto Budget Reply with quote

What I do is I have the credit card charges hit the budget accounts, and when
I pay off the credit card using my Wells Fargo checking account, that comes
through as a transfer and does not hit any budget accounts.

Would this work for your scenario?

--
Regards,

Ryan


"fffirefly" wrote:

> I currently have Microsoft Money 2005. So far I've been able to track
> spending, bills and account balances fine, but have never been able to get
> the budget function to work. Basically we charge pretty much everything and
> pay off the credit cards in full every month. This works for us. However,
> anytime I've tried to set up the budget, it not only brings over the charges
> in the auto budget (which I want it to do) but also the payment of the credit
> card, effectively showing the same charge twice. So I have 2 questions:
>
> 1. Anyone have any suggestions or experience as to how to not have the
> double posting of charges?
> 2. If not, anyone know if the new versions of Money work better
> 3. I posted this a little while ago and the thread appeared & then
> disappeared-anyone know why?
>

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