Budget Items do not appear in Monthly Budget Report

Hello,

I've been using Money for nearly a decade to track account details and that 
has worked fine.  Now, I've decided to start using the budgeting 
functionality and am extremely frustrated.  I have items that show in the 
budget, but when I view the Monthly Budget report they are not included.  
What gives?  The item is a simple mortgage payment setup as a "Loan Payment" 
bill from checking to the mortgage loan account.  Please help!

Thanks!

Ian
0
RIanLee (24)
4/30/2006 10:00:02 PM
money 28651 articles. 7 followers. Follow

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"R. Ian Lee" <RIanLee@discussions.microsoft.com> wrote in message 
news:C07484ED-52E3-4FA8-87EF-EB0679821972@microsoft.com...
> Hello,
>
> I've been using Money for nearly a decade to track account details and 
> that
> has worked fine.  Now, I've decided to start using the budgeting
> functionality and am extremely frustrated.  I have items that show in the
> budget, but when I view the Monthly Budget report they are not included.
> What gives?  The item is a simple mortgage payment setup as a "Loan 
> Payment"
> bill from checking to the mortgage loan account.  Please help!

If it's an account characterized in Money as a 'loan', it should show up in 
the special 'debt' section of the budget. You cannot control that. If it is 
there, take note that it also includes the escrow portions, even if those 
are transfer to an account rather than expensed monthly as insurance or 
taxes. Take care not to include separate categories for taxes or 
homeowner's insurance, or you'll double-count those expenses. 


0
spam_magnet (1210)
4/30/2006 10:47:15 PM
Chris,

Thanks for the reply.  This is a Home Equity Line of Credit that I 
apparently had setup as a mortgage account and was not appearing in the 
budget.  I have re-created the account as a HELOC account and it is now 
appearing correctly in the budget.

Thanks!

Ian

"Chris Cowles" wrote:

> "R. Ian Lee" <RIanLee@discussions.microsoft.com> wrote in message 
> news:C07484ED-52E3-4FA8-87EF-EB0679821972@microsoft.com...
> > Hello,
> >
> > I've been using Money for nearly a decade to track account details and 
> > that
> > has worked fine.  Now, I've decided to start using the budgeting
> > functionality and am extremely frustrated.  I have items that show in the
> > budget, but when I view the Monthly Budget report they are not included.
> > What gives?  The item is a simple mortgage payment setup as a "Loan 
> > Payment"
> > bill from checking to the mortgage loan account.  Please help!
> 
> If it's an account characterized in Money as a 'loan', it should show up in 
> the special 'debt' section of the budget. You cannot control that. If it is 
> there, take note that it also includes the escrow portions, even if those 
> are transfer to an account rather than expensed monthly as insurance or 
> taxes. Take care not to include separate categories for taxes or 
> homeowner's insurance, or you'll double-count those expenses. 
> 
> 
> 
0
RIanLee (24)
5/1/2006 3:53:01 AM
"R. Ian Lee" <RIanLee@discussions.microsoft.com> wrote in message 
news:08B4C987-8679-4063-8AB2-2A0034F8A5A2@microsoft.com...
> Chris,
>
> Thanks for the reply.  This is a Home Equity Line of Credit that I
> apparently had setup as a mortgage account and was not appearing in the
> budget.  I have re-created the account as a HELOC account and it is now
> appearing correctly in the budget.

In Money, a HELOC is simply a credit card with an associated asset.
-- 
Chris Cowles
Gainesville, FL



0
spam_magnet (1210)
5/2/2006 12:23:51 AM
Reply:

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