Money: How to Customize Reports
  
PSS ID Number: Q183392
Article last modified on 08-17-1998
 
WINDOWS:4.0,4.0a,5.0,98,99
 
WINDOWS
 

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The information in this article applies to:
 
 - Microsoft Money 99
 - Microsoft Money 98
 - Microsoft Money versions 4.0, 4.0a, 5.0 for Windows 95
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SUMMARY
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This article explains how to customize a report in Microsoft Money.
 
MORE INFORMATION
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Use the appropriate method for your version of Money.
 
Steps for Money 99
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1. Open Money.
 
2. Click Reports on the navigation bar.
 
3. In the left pane, click one of the report categories. For example, click
   Spending Habits.
 
4. Click one of the reports, such as the Account Transactions report,
   and then click Go To Report/Chart.
 
5. In the report, click Customize at the bottom of the screen.
 
6. In the Customize Report dialog box, make any changes as appropriate.
 
7. Click Apply to apply all your changes to the report.
 
8. Click OK to return to the report to view your changes.
 
9. If additional changes are necessary, repeat steps 5-8.
 
Steps for Money 98
------------------
 
1. Open Money.
 
2. Click Reports on the navigation bar.
 
3. In the left pane, click one of the report categories. For example, click
   Spending Habits.
 
4. Click one of the reports, such as the Account Transaction report,
   and then click Go To Report/Chart.
 
5. In the report, click Customize at the bottom of the screen.
 
6. In the Customize Report dialog box, make any changes as appropriate.
 
7. Click Apply to apply all your changes to the report.
 
8. Click View to return to the report to view your changes.
 
9. If additional changes are necessary, repeat steps 5-8.
 
Steps for Money Versions 5.0 and 4.0
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1. Open Money
 
2. On the Contents screen, click Report And Chart Gallery.
 
3. Click one of the buttons on the left side of the screen. For example,
   click Spending Habits.
 
4. Click on one of the Reports, such as the Account Transaction report,
   and then click Go To Report/Chart.
 
5. In the report, click Customize at the bottom of the screen.
 
6. In the Customize dialog box, make any changes as appropriate.
 
7. Click Apply to apply all your changes to the report.
 
8. Click View to return to the report to view your changes.
 
9. If additional changes are necessary, repeat steps 5-8.
 
Additional query words: w_money 97 6.0 7.0 monkey change howto
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Keywords          : kbdta
Version           : WINDOWS:4.0,4.0a,5.0,98,99
Platform          : WINDOWS
Issue type        : kbhowto
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Copyright Microsoft Corporation 1998.