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Old 08-15-2004, 06:42 PM
jb
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Default Re: Assign payees to split transaction components

Ryan,

Further to Dick's earlier response:

Choice #2 in http://umpmfaq.info/faqdb.php?q=149 is definitely what
you're looking for.

Think of each of the checks as a deposit to yourself before you take
them to the bank. If you either have or create a "cash" account in
M04, you would enter each check as a deposit to that account with the
corresponding payee.

When you go to download your statement from the bank, categorize the
lump sum deposit as a transfer into your bank account from the "cash"
account.

When you view each payee you'll see only the individual entries to the
"cash" account!

If you want, you can even have a unique "cash" account just for this
purpose. The balance in the "cash" account would always be zero
except for the time between your deposit and statement download.

Hope this helps!

Regards,
JB


"Ryan" <anonymous[at]discussions.microsoft.com> wrote in message news:<654b01c482d7$d3138d70$a501280a[at]phx.gbl> ...
- quote -

> I deposit a handful of checks at the bank.
> I download transactions from the bank, and get a single
> big deposit.
> I split the transaction, into the individual checks; and
> assign categories.
> Is there any way to associate these splits with payees?
> So that when I go to that payee, the deposit(s) will show
> up?
> Money 2K4 deluxe.

 
Old 08-15-2004, 03:01 PM
Dick Watson
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Posts: n/a
Default Re: Assign payees to split transaction components

Nope. Not with a split. Split elements all accrue to one payee. See
http://umpmfaq.info/faqdb.php?q=149.

"Ryan" <anonymous[at]discussions.microsoft.com> wrote in message
news:654b01c482d7$d3138d70$a501280a[at]phx.gbl...
- quote -

> I deposit a handful of checks at the bank.
> I download transactions from the bank, and get a single
> big deposit.
> I split the transaction, into the individual checks; and
> assign categories.
> Is there any way to associate these splits with payees?
> So that when I go to that payee, the deposit(s) will show
> up?
> Money 2K4 deluxe.



  #-1  
Old 08-15-2004, 02:54 PM
Ryan
Guest
 
Posts: n/a
Default Assign payees to split transaction components

I deposit a handful of checks at the bank.
I download transactions from the bank, and get a single
big deposit.
I split the transaction, into the individual checks; and
assign categories.

Is there any way to associate these splits with payees?
So that when I go to that payee, the deposit(s) will show
up?

Money 2K4 deluxe.
 

Tags
assign, components, payees, split, transaction
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