Knowledge Base

Money: Transfers and Buy Investments Missing from Reports

Article ID: 128133

Article Last Modified on 1/19/2007

Microsoft Money 2004 Deluxe Edition
Microsoft Money 2003 Deluxe Edition
Microsoft Money 2002 Deluxe Edition
Microsoft Money 2001 Standard Edition
Microsoft Money 2000 Deluxe Edition
Microsoft Money 99 Standard Edition
Microsoft Money 98 Standard Edition
Microsoft Money 97 Standard Edition
Microsoft Money 98 Deluxe Edition
Microsoft Money 98 Financial Suite Edition

This article was previously published under Q128133

SYMPTOMS

When you customize any of the following reports, by using the Select Transactions option, the report does not include transfer transactions, or Buy Investment transactions, and possibly not transactions with blank categories:

Account Transactions Report
Monthly Cash Flow Report or Monthly Income and Expense Report depending on your version of Money
Income vs. Spending Report or Income and Spending Report depending on your version of Money

CAUSE

This problem occurs if you do not select the All Categories option.

WORKAROUND

To work around this problem, use either of the following methods:

Use an Investment Transactions report instead of an Account Transactions (or equivalent, depending on the version of Money) Report.
Customize the Account Transactions (or equivalent) Report and set the Category Selection to All Categories.

MORE INFORMATION

Money treats a Buy Investment transaction as a transfer. To show Buy Investment transactions in a report, customize the report to show transfers.

For additional information, click the following article number to view the article in the Microsoft Knowledge Base:

80453 Budget Report Does Not Show Transfers in Money

Additional query words: money2004 missing money97 money98 money2000 money99 money2001 money2002 money2003 buys purchases planet

Keywords: kbprb KB128133