📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!

Question re using ms money

Options
Not sure if this should of been posted here, anyway i am attempting to use ms money for bills and accounts etc rather than my excel spreadsheet, so far all is good have bills etc all set up and got to grips with that part. My question say for example with my santander 123 account i get my monthly interest, is there a section in ms money to enter interest and cashback or do you just enter these figures as deposits in the bill summary window?

thanks

Comments

  • You enter it as a deposit into your 123 account, with a category of "Taxable interest". At the end of the tax year, you can run a report for "Taxable interest" (across all your accounts) and determine whether you have earned more than the tax free amount of interest.
  • Thank you colsten
This discussion has been closed.
Meet your Ambassadors

🚀 Getting Started

Hi new member!

Our Getting Started Guide will help you get the most out of the Forum

Categories

  • All Categories
  • 351.1K Banking & Borrowing
  • 253.1K Reduce Debt & Boost Income
  • 453.6K Spending & Discounts
  • 244.1K Work, Benefits & Business
  • 599K Mortgages, Homes & Bills
  • 177K Life & Family
  • 257.4K Travel & Transport
  • 1.5M Hobbies & Leisure
  • 16.1K Discuss & Feedback
  • 37.6K Read-Only Boards

Is this how you want to be seen?

We see you are using a default avatar. It takes only a few seconds to pick a picture.