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| On 2005-05-28, Jimmy Durham <Jimmy> wrote: - quote - > I transfer money each week to my saving account. In the "Bills & Deposits"
You can do this, but I'm going to first suggest that you don't.> section of MSMoney 05 Deluxe, i have created a recurring transfer. This > transaction automatically records a withdrawl in my checking account and a > despoit in my savings account. > My problem is that the category in the checking withdrawl automatically > completes with "transfer: savings account". This description is found in the > "Special" section of the available categories. > How can i make it so that these automatic tranactions use a catogory of my > choosing and stop using the default??? You're misunderstanding the fundamental purpose of a transfer. A transfer is budget and net worth neutral. You take money from one account that you own and put it into another account that you own. You haven't spent anything, and you haven't earned anything. Which means that it should NOT apply to any spending or income category. Of course, if you really want to do this, the way you'd do it is to delete the automatic transfer, and replace it with two things. One automatic Bill from the withdrawal account. Pick the category that you like. And one automatic deposit into the savings account. Pick the category you like. I advise against doing this, and would instead suggest you stick with the transfer. |
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| I transfer money each week to my saving account. In the "Bills & Deposits" section of MSMoney 05 Deluxe, i have created a recurring transfer. This transaction automatically records a withdrawl in my checking account and a despoit in my savings account. My problem is that the category in the checking withdrawl automatically completes with "transfer: savings account". This description is found in the "Special" section of the available categories. How can i make it so that these automatic tranactions use a catogory of my choosing and stop using the default??? I thought that MS Money would recognize the other previous transactions and automatically change the category to match, but this does not happen. Any advice is appreciated. Thanks, Jimmy |
| Tags |
| automatically, category, changing, entered, transactions |
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