Business Account

#1 09-08-2007, 09:28 AM

I just started using Money HB 2008 and I have an investment account which is
for my small business. When I try to specify which accounts are a business
account this account is not in the list of available choices. Can anyone
help me make this account show as a business account?

Thanks

--

Neil

#2 09-08-2007, 05:48 PM

Click the Business Tab and then the Products and Services sub tab, on the
left pane under "other tasks" choose "Organize business accounts and
categories" click the "Add Button" then "Account dropdown" you will then be
faced with a screen to select which accounts you would like to maintain as
Personal or Business.

Hope this helps,

Rick H.

"Neil154ABCD@gmail.com remove ABCD" wrote:

> I just started using Money HB 2008 and I have an investment account which is
> for my small business. When I try to specify which accounts are a business
> account this account is not in the list of available choices. Can anyone
> help me make this account show as a business account?
>
> Thanks
>
> --
>
> Neil
>
>
>
>
>
>

#3 09-08-2007, 06:16 PM

FYI: Investment Accounts are not classified in the software as neither
Personal or Business, a workaround is to create a "Business: cash account and
associate it to your investment account for tracking transactions that are
business related.

Rick H.
"Rick H." wrote:

> Click the Business Tab and then the Products and Services sub tab, on the
> left pane under "other tasks" choose "Organize business accounts and
> categories" click the "Add Button" then "Account dropdown" you will then be
> faced with a screen to select which accounts you would like to maintain as
> Personal or Business.
>
> Hope this helps,
>
> Rick H.
>
> "Neil154ABCD@gmail.com remove ABCD" wrote:
>
> > I just started using Money HB 2008 and I have an investment account which is
> > for my small business. When I try to specify which accounts are a business
> > account this account is not in the list of available choices. Can anyone
> > help me make this account show as a business account?
> >
> > Thanks
> >
> > --
> >
> > Neil
> >
> >
> >
> >
> >
> >

#4 09-09-2007, 09:12 PM

Thanks for the response.

I had already classified other accounts as business the way you suggested
but could not figure out how to classify the investment accounts as
business. What you are saying is that they don't get classified.

--

Neil

"Rick H." <RickH@discussions.microsoft.com> wrote in message
news

B896AE8-8CCC-43E9-8556-29AE57355CFB@microsoft.com...
> FYI: Investment Accounts are not classified in the software as neither
> Personal or Business, a workaround is to create a "Business: cash account
> and
> associate it to your investment account for tracking transactions that are
> business related.
>
> Rick H.
> "Rick H." wrote:
>
>> Click the Business Tab and then the Products and Services sub tab, on the
>> left pane under "other tasks" choose "Organize business accounts and
>> categories" click the "Add Button" then "Account dropdown" you will then
>> be
>> faced with a screen to select which accounts you would like to maintain
>> as
>> Personal or Business.
>>
>> Hope this helps,
>>
>> Rick H.
>>
>> "Neil154ABCD@gmail.com remove ABCD" wrote:
>>
>> > I just started using Money HB 2008 and I have an investment account
>> > which is
>> > for my small business. When I try to specify which accounts are a
>> > business
>> > account this account is not in the list of available choices. Can
>> > anyone
>> > help me make this account show as a business account?
>> >
>> > Thanks
>> >
>> > --
>> >
>> > Neil
>> >
>> >
>> >
>> >
>> >
>> >

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