[moneytalks] Re: REQUEST FOR FIX
- From: "Steve Zielinski" <steveziel@xxxxxxxxxxxxx>
- To: <moneytalks@xxxxxxxxxxxxx>
- Date: Thu, 4 Jun 2009 08:44:18 -0500
Rob,
Could an option be placed such that a person can choose to have categories
which are the same and also involve both credits and debits tallied up in the
ctrl-b option dialog. For instance.
A credit/debit summary, ctrl-b might look like this:
Credits:
Ian)
25.00 total
1 item
Debits:
Ian
107.00 total
1 item
Credit Total: 25.00
Debit Total: 107.00
Net Total for Ian: -82.00
Then the report could move on to the next payee/payer name, only giving a net
total if the same category were used and that payee/payer had both credits and
debits associated with it.
The program wouldn't do a net total for the payee/payer unless the same
category item were used for both credits and debits to that person.
And this option could be allowed or disallowed through a checkbox item in the
preferences, or where ever you currently have that type of choice right now, I
can't recall.
Best,
Steve
----- Original Message -----
From: Richard Godfrey-McKay
To: moneytalks@xxxxxxxxxxxxx
Sent: Tuesday, June 02, 2009 9:52 AM
Subject: [moneytalks] Re: REQUEST FOR FIX
Hi Rob, Well, I suppose that there's an argument for doing it either way. I
use MT for my personal accounts, but also to keep a basic track of income and
outgoings for a small charity. I should like to be able to take the category
summary info and use it in the preparation of the end-of-year accounts for the
charity. Would it be possible to have an option to select how this info was
processed?
Incidentally, I think that MT is probably the most useful programme I've had
in ages.
Thanks.
Richard Godfrey-McKay
Tel: (01738) 445 880
Mobile: 07791-452593
------------------------------------------------------------------------------
From: moneytalks-bounce@xxxxxxxxxxxxx
[mailto:moneytalks-bounce@xxxxxxxxxxxxx] On Behalf Of Rob Meredith
Sent: 02 June 2009 15:36
To: moneytalks@xxxxxxxxxxxxx
Subject: [moneytalks] Re: REQUEST FOR FIX
Richard:
Unfortunately, we don't really consider this broken. Rather, we believe that
it is better to use different categories for debits and credits. In short, all
values in category calculations are considered to be positive as you have
discovered. This allows categories for debits to be positive. For example, your
medical expenses for 2009 should appear as $400, not -$400 in the summaries. Is
this the wrong way of looking at this?
Rob
From: moneytalks-bounce@xxxxxxxxxxxxx
[mailto:moneytalks-bounce@xxxxxxxxxxxxx] On Behalf Of Richard Godfrey-McKay
Sent: Tuesday, June 02, 2009 10:08 AM
To: moneytalks@xxxxxxxxxxxxx
Subject: [moneytalks] REQUEST FOR FIX
following some valuable input from Steve, I'm writing to ask if consideration
could be given to fix a problem I have with MT. The problem is that, if I have
debits and credits in the same category, when I do a category summary, the
figures are just added - irrespective of whether they are debits or credits.
For example, if I spend £100 on electricity, and then get a refund of £20, the
electricity category shows £120 not £80.
I think that this would be a valuable feature, unless there's currently a way
of doing this which isn't too fiddly.
Thanks,
Richard
Richard Godfrey-McKay
Tel: (01738) 445 880
Mobile: 07791-452593
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