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  #4  
Old 11-12-2004, 06:00 PM
Dick Watson
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Posts: n/a
Default Re: How do I put a temporary hold on seasonal transactions

I have never been able to get BP to respect begin date, end date, or number
of transactions remaining. Granted, I haven't revisited this on M05.

"Doug" <Doug[at]discussions.microsoft.com> wrote in message
news:F104C1B4-08E2-4F60-98FA-33C5AA7E7364[at]microsoft.com...
- quote -

> I think that the most accurate way to
> budget would be to create a transaction series for each year, use the

"this
> series will end" functionality and use a specific date or the number of
> transactions remaining. then for the following year do the same thing

with
> the start transation future dated and limit it based on the "this series

will
> end functionality"....



  #3  
Old 11-12-2004, 05:16 PM
Doug
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Default Re: How do I put a temporary hold on seasonal transactions

Good suggestion but be careful using this as "skipping transactions" will
still load them to your budget, so even though you were never planning on
paying during the winter months your budget would increase for that amount.

There are a few ways to handle this, 1 if your not concerned at all with
budgeting would be the above suggestion, just skip the transaction for as
many time preriods as required. 2. if your not to concerned with your long
term budgeting would be to change the date in the bills and deposits section
for that transaction after the last transaction for the season to the first
transacation of the new season. 3. I think that the most accurate way to
budget would be to create a transaction series for each year, use the "this
series will end" functionality and use a specific date or the number of
transactions remaining. then for the following year do the same thing with
the start transation future dated and limit it based on the "this series will
end functionality"....

hope this helps...

"Donnie Peterson" wrote:

- quote -

> I have encountered this myself. There is no way to "program" this in. What
> you can to is continually skip only the "next" payment is on the month that
> you want it on. You do not need to delete. So for example today, I hit "Skip
> this occurrence" five times, for a seasonal bill that I will not be paying
> for five months.
> Donnie
> "Steve P" <Steve P[at]discussions.microsoft.com> wrote in message
> news:8BB5AFF3-E4F1-442D-998A-257DC4FE99C4[at]microsoft.com...
> > I use MS Money for my checking account and billing reminders. It

> automaticly
> > reminds me about regularly scheduled bill and deposits and will red flag

> an
> > item until I pay it or record the deposit. That works great for recording

> my
> > paycheck and paying the telephone and electric bills. The question is how

> do
> > I put a temporary hold on seasonal transactions without deleting the

> account
> > permenently? For example I have a lawn service that comes and mows the

> lawn
> > from spring through the end of summer, then he comes once to rake up the
> > leaves at the end of fall. I will not see him all Winter. He will start

> again
> > sometime in spring for the first cut of the season. I want to somehow tell

> MS
> > Money not to schedule a payment from now until then, without deleting the
> > acount and having to recreate it next spring. Thanks

  #2  
Old 11-11-2004, 07:49 PM
Treadmill
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Posts: n/a
Default Re: How do I put a temporary hold on seasonal transactions

You can also just edit the bill series to make the next payment be
something like May 1 of next year. That way you don't have to skip the
payments each month.

On Thu, 11 Nov 2004 08:08:43 -0600, Vadim Rapp wrote:

- quote -

> SP> I want to somehow tell MS Money not to schedule a payment from now
> SP> until then, without deleting the acount and having to recreate it next
> SP> spring. Thanks


  #1  
Old 11-11-2004, 01:08 PM
Vadim Rapp
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Posts: n/a
Default Re: How do I put a temporary hold on seasonal transactions

SP> I want to somehow tell MS Money not to schedule a payment from now
SP> until then, without deleting the acount and having to recreate it next
SP> spring. Thanks

In addition to Donnie's suggestion - you can schedule more than one
recurring bill - for example, "spring lawn service" from March to August
weekly, then one "fall lawn service" in November. What Money is not capable
of, however, is scheduling the series of yearly bills; you would have to
schedule each visit as separate annual bill.

Vadim

 
Old 11-11-2004, 06:08 AM
Donnie Peterson
Guest
 
Posts: n/a
Default Re: How do I put a temporary hold on seasonal transactions

I have encountered this myself. There is no way to "program" this in. What
you can to is continually skip only the "next" payment is on the month that
you want it on. You do not need to delete. So for example today, I hit "Skip
this occurrence" five times, for a seasonal bill that I will not be paying
for five months.

Donnie


"Steve P" <Steve P[at]discussions.microsoft.com> wrote in message
news:8BB5AFF3-E4F1-442D-998A-257DC4FE99C4[at]microsoft.com...
- quote -

> I use MS Money for my checking account and billing reminders. It
automaticly
> reminds me about regularly scheduled bill and deposits and will red flag

an
> item until I pay it or record the deposit. That works great for recording

my
> paycheck and paying the telephone and electric bills. The question is how

do
> I put a temporary hold on seasonal transactions without deleting the

account
> permenently? For example I have a lawn service that comes and mows the

lawn
> from spring through the end of summer, then he comes once to rake up the
> leaves at the end of fall. I will not see him all Winter. He will start

again
> sometime in spring for the first cut of the season. I want to somehow tell

MS
> Money not to schedule a payment from now until then, without deleting the
> acount and having to recreate it next spring. Thanks



  #-1  
Old 11-11-2004, 04:43 AM
Steve P
Guest
 
Posts: n/a
Default How do I put a temporary hold on seasonal transactions

I use MS Money for my checking account and billing reminders. It automaticly
reminds me about regularly scheduled bill and deposits and will red flag an
item until I pay it or record the deposit. That works great for recording my
paycheck and paying the telephone and electric bills. The question is how do
I put a temporary hold on seasonal transactions without deleting the account
permenently? For example I have a lawn service that comes and mows the lawn
from spring through the end of summer, then he comes once to rake up the
leaves at the end of fall. I will not see him all Winter. He will start again
sometime in spring for the first cut of the season. I want to somehow tell MS
Money not to schedule a payment from now until then, without deleting the
acount and having to recreate it next spring. Thanks
 

Tags
hold, put, seasonal, temporary, transactions
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