Money: Customized Report Amounts Show Absolute Value
  
PSS ID Number: Q173725
Article last modified on 09-16-1998
 
WINDOWS:98,99
 
WINDOWS
 

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The information in this article applies to:
 
 - Microsoft Money 99
 - Microsoft Money 98
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SUMMARY
=======
 
When customizing reports, you can specify an amount range so that the
report only reflects transactions within that range.
 
The values you enter in the To and From boxes in the Amount box are
interpreted by Microsoft Money as absolute values. An absolute value is the
number of units that the value is from zero. For example, if you enter
$50.00 in the From field, Money shows all transactions less than or
equal to -$50.00 and greater than or equal to $50.00. Both -50 and
+50 are 50 units away from zero.
 
MORE INFORMATION
================
 
What Generates a Negative Value in a Report
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Bank account:         Payment
Credit Card account:  Charge
Cash account:         Spend
Asset account:        Decrease
Liability account:    Increase
 
What Generates a Positive Value in a Report
-------------------------------------------
 
Bank account:         Deposit
Credit Card account:  Credit
Cash account:         Receive
Asset account:        Increase
Liability account:    Decrease
 
To specify an amount range to show either negative or positive value
(but not both), use the appropriate method for your version of Money.
 
Steps for Money 99
------------------
 
 1. Click Reports on the navigation bar.
 
 2. Select one of the following reports on the appropriate tab:
 
    Spending Habits:
 
    - Where the Money Goes
    - Monthly Cash Flow
    - Account Transactions
    - How I'm Doing on My Budget
 
    Taxes:
 
    - Tax-related Transactions
 
 3. Click Go To Report/Chart.
 
 4. If you are looking at a Chart, click the Report button.
 
 5. Click Customize.
 
 6. Click the Amount tab. Then click Search On This Range and type the
    range amounts in the From and To boxes.
 
 7. Click the Category tab. Then click the Select Income Categories or
    Select Expense Categories.
 
    NOTE: The Category tab is not available if you are running the "How
    I'm Doing on My Budget" report.
 
 8. Click the Date tab and make sure the date range shows the dates that
    you want.
 
 9. Click Apply and then click View.
 
The report should now show either negative or positive values.
 
Steps for Money 98
------------------
 
 1. Click Reports on the navigation bar.
 
 2. Select one of the following reports on the appropriate tab:
 
    Spending Habits:
 
    - Where the Money Goes
    - Monthly Cash Flow
    - Account Transactions
    - How I'm Doing on My Budget
 
    Taxes
 
    - Tax-related Transactions
 
 3. Click Go To Report/Chart.
 
 4. If you are looking at a Chart, click the Report button.
 
 5. Click Customize.
 
 6. In the Include Transactions box, click Select Transactions.
 
 7. Click the Details tab. Under Status type the range amounts
    in the From and To boxes.
 
 8. Click the Categories tab, select either:
 
    - Expense Categories (to only display negative values in your report)
 
      -or-
 
    - Income Categories (to only display positive values in your report)
 
 9. Click OK.
 
10. Make sure the date range shows the dates that you want.
 
11. Click View.
 
The report should now show either negative or positive values.
 
REFERENCES
==========
 
For additional information regarding previous versions of Money, please
see the following article(s) in the Microsoft Knowledge Base:
 
   ARTICLE-ID: Q77266
   TITLE     : Amount Ranges in Report Options Interpreted as Absolute
               Values
 
Additional query words: w_money 6.0 7.0 minus plus ranging ranges hat
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Keywords          : kbdta
Version           : WINDOWS:98,99
Platform          : WINDOWS
Issue type        : kbhowto
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Copyright Microsoft Corporation 1998.