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  #4  
Old 03-11-2005, 03:49 PM
Dick Watson
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Default Re: Can I set up a car loan to replace past category entries?

Glad I could help. Thanks for the feedback. I don't do Coffee, but a Molson
would be good.

"Eric" <just.me[at]news.ca> wrote in message
news:e3eiYglJFHA.2628[at]tk2msftngp13.phx.gbl...
- quote -

> I don't think I can thank you enough - I owe you a coffee to be sure.


  #3  
Old 03-11-2005, 03:33 PM
Eric
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Posts: n/a
Default Re: Can I set up a car loan to replace past category entries?

Dick,
I don't think I can thank you enough - I owe you a coffee to be sure.

For your information it seems that both the DRP and new Account/Setup/Loan
use the same Wizard. The problem was with the dense grey matter between my
ears. I was not pursuing the Special/Transfer option to its fullest and
needed fresh view from a person with a clear understanding of what I was
trying to do. I have no problem admitting, "I was stuck on stupid!".

As for other software and the time thing. I really don't blame the company
for wanting to protect themselves from people who may be trying to steal
their software or possibly reliability reasons. I am legit with them, it
only took a few keystrokes and an 'E.T. call home' to fix the issue.

Again, Dick many thanks for your help and time,
Eric.


"Dick Watson"
- quote -

> I'm not sure just where the restriction on post-creating loan accounts
> came along. At any rate, you can create the loan account by the method
> you've discovered--setting the clock back. It's sad this freaks out a
> registration scheme for another piece of software. Maybe you could turn
> this software just plain off before you set the clock back and then turn
> it back on after you set the clock forward.

<clip

  #2  
Old 03-11-2005, 02:21 PM
Dick Watson
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Default Re: Can I set up a car loan to replace past category entries?

I'm not sure just where the restriction on post-creating loan accounts came
along. At any rate, you can create the loan account by the method you've
discovered--setting the clock back. It's sad this freaks out a registration
scheme for another piece of software. Maybe you could turn this software
just plain off before you set the clock back and then turn it back on after
you set the clock forward.

BTW, let's make sure we are clear. Steps I propose:

- Get the loan account setup as though you never made a payment. (This is
the step that may require playing around with the computer clock.)
- Go to the account register(s) where you've already expensed the previous
"payments" you were just expensing.
- One-by-one, edit these transactions to delete the expense (Bills:Car
Payment or whatever you used) and replace it with special category Loan
Payment:[name of acct created in first step].

Assuming you set the loan up correctly, the payment amount should be the
same as the transactions you've already entered and Money should just change
the transaction categorization but not its amount and, thus, not effect the
account balance. You may have to tell Money you really do want to change a
reconciled transaction, depending on setting in Tools|Options.

"Just Me" <just.me[at]news.ca> wrote in message
news:%23SYjcRkJFHA.588[at]TK2MSFTNGP15.phx.gbl...
- quote -

> I will try the Loan setup method you have suggested - for sure DRP will
> not allow me to make any modifications to past transactions before the day
> they were created.
> Well now, the extra C/L's - I am going to blame cut/paste as my original
> message was composes in Word. Or perhaps because this is the first time I
> have ever posted via a NNTP thingy and simply messed up.



  #1  
Old 03-11-2005, 01:12 PM
Just Me
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Posts: n/a
Default Re: Can I set up a car loan to replace past category entries?

Thanks Dick,
I will try the Loan setup method you have suggested - for sure DRP will not
allow me to make any modifications to past transactions before the day they
were created.

Well now, the extra C/L's - I am going to blame cut/paste as my original
message was composes in Word. Or perhaps because this is the first time I
have ever posted via a NNTP thingy and simply messed up.

Eric.

"Dick Watson"
- quote -

> What's with all of the extra carriage returns?
> Nothing will know how to change the existing transactions automagically.
> Once the loan account is created (and I don't know about doing it from
> DRP, but Accounts|Setup|Loan works OK) you should be able to go and
> replace all existing categorization on the payments with the special
> category Loan Payment:[name of loan account].
> "Eric"
> > I originally had set up a zero interest car loan payment by just creating
> > a category and sub-category. Now I would like to replace all the past
> > information with a proper car loan created with the debt planner.
> > > I can easily create the car loan to start last year, even the calculation

> > was the same as the car company. But there does not seem to be a way to
> > move the past category entries into the loan.
> > > Yes, I did try moving the computer date back; created a loan and then

> > reset the clock. Nothing in my Money 2002 data changed.
> > > Though my virus program had a snit and forced me to do a re-registration.
> > > Am I asking M02 to do the impossible or have I missed something and am

> > about to embarrass myself?
> > > Oh the reason for wanting the loan to show - I would like to take

> > advantage of the charts Money can create.



 
Old 03-11-2005, 12:21 PM
Dick Watson
Guest
 
Posts: n/a
Default Re: Can I set up a car loan to replace past category entries?

What's with all of the extra carriage returns?

Nothing will know how to change the existing transactions automagically.

Once the loan account is created (and I don't know about doing it from DRP,
but Accounts|Setup|Loan works OK) you should be able to go and replace all
existing categorization on the payments with the special category Loan
Payment:[name of loan account].

"Eric" <just.me[at]news.ca> wrote in message
news:%23bB3i4fJFHA.3628[at]TK2MSFTNGP15.phx.gbl...
- quote -

> I originally had set up a zero interest car loan payment by just creating a
> category and sub-category. Now I would like to replace all the past
> information with a proper car loan created with the debt planner.
> I can easily create the car loan to start last year, even the calculation
> was the same as the car company. But there does not seem to be a way to
> move the past category entries into the loan.
> Yes, I did try moving the computer date back; created a loan and then
> reset the clock. Nothing in my Money 2002 data changed.
> Though my virus program had a snit and forced me to do a re-registration.
> Am I asking M02 to do the impossible or have I missed something and am
> about to embarrass myself?
> Oh the reason for wanting the loan to show - I would like to take
> advantage of the charts Money can create.



  #-1  
Old 03-11-2005, 04:49 AM
Eric
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Posts: n/a
Default Can I set up a car loan to replace past category entries?

I originally had set up a zero interest car loan payment by just creating a
category and sub-category. Now I would like to replace all the past
information with a proper car loan created with the debt planner.



I can easily create the car loan to start last year, even the calculation
was the same as the car company. But there does not seem to be a way to
move the past category entries into the loan.



Yes, I did try moving the computer date back; created a loan and then reset
the clock. Nothing in my Money 2002 data changed.



Though my virus program had a snit and forced me to do a re-registration.



Am I asking M02 to do the impossible or have I missed something and am about
to embarrass myself?



Oh the reason for wanting the loan to show - I would like to take advantage
of the charts Money can create.



Thanks all,

Eric.


 

Tags
car, category, entries, loan, past, replace, set
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