Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
  #3  
Old 07-21-2005, 10:59 PM
Richard Bollar
Guest
 
Posts: n/a
Default Re: Override Estimated Deposits

An interesting concept -- how would you like the changes in the splits
handled? I presume that each of the tax categories (at the least) would
have to change.

--

"Gwen C" <GwenC[at]discussions.microsoft.com> wrote in message
news:84A75846-01C5-41D3-90AC-57CCD2F0552E[at]microsoft.com...
- quote -

> > I handle the problem by taking the pay stub I get the day before and
> > editing
> > it before I download. If I download first, I just delete the
> > automatically
> > entered one and correct the other one. The other way is not to accept
> > the
> > matching and manually do it (but you have to turn off automatic accepting
> > of
> > downloaded transactions). It is usually easier just to delete the extra
> > deposit.

> See, that's a bummer. It seems that in this day and age, MS would realize
> that people have varying deposits and address this concern. The end
> result
> for users like myself, then, is that I can't really use the option of
> entering deposits in advance. I use it as a 'placeholder,' for lack of a
> better term. It would be only too wonderful if I didn't have to:
> 1) Open MS Money
> 2) Delete pending/scheduled estimated deposit
> 3) Go to credit union's website
> 4) Download transactions
> 5) Go BACK to MS Money and accept the remaining transactions.
> It's all in the details, I guess.
> Do I correctly understand that folks that work for MS actually troll these
> boards for ideas/suggestions on how to improve the programs? I mean, I
> use
> it in such an elementary fashion that I'm really surprised to find that
> there
> is something that I *need* it to do and it doesn't. Does that make any
> sense? ::shrug::
> ANYWAY - if so -
> MICROSOFT: Please consider adding an option where a scheduled deposit is
> overridden by an actual deposit when the payee and dates match!!
> ~Gwen



  #2  
Old 07-21-2005, 10:49 PM
Gwen C
Guest
 
Posts: n/a
Default Re: Override Estimated Deposits



- quote -

> I handle the problem by taking the pay stub I get the day before and editing
> it before I download. If I download first, I just delete the automatically
> entered one and correct the other one. The other way is not to accept the
> matching and manually do it (but you have to turn off automatic accepting of
> downloaded transactions). It is usually easier just to delete the extra
> deposit.


See, that's a bummer. It seems that in this day and age, MS would realize
that people have varying deposits and address this concern. The end result
for users like myself, then, is that I can't really use the option of
entering deposits in advance. I use it as a 'placeholder,' for lack of a
better term. It would be only too wonderful if I didn't have to:

1) Open MS Money
2) Delete pending/scheduled estimated deposit
3) Go to credit union's website
4) Download transactions
5) Go BACK to MS Money and accept the remaining transactions.

It's all in the details, I guess.

Do I correctly understand that folks that work for MS actually troll these
boards for ideas/suggestions on how to improve the programs? I mean, I use
it in such an elementary fashion that I'm really surprised to find that there
is something that I *need* it to do and it doesn't. Does that make any
sense? ::shrug::

ANYWAY - if so -

MICROSOFT: Please consider adding an option where a scheduled deposit is
overridden by an actual deposit when the payee and dates match!!

~Gwen
  #1  
Old 07-19-2005, 06:38 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Override Estimated Deposits

In microsoft.public.money, Gwen C wrote:

- quote -

> My husband's paychecks are direct deposit. He is an hourly employee,
> therefore, the deposit amounts are not a set amount. I have a 'scheduled
> deposit' set-up to be entered on the day that his paycheck is deposited. The
> problem I am having with this setup is that when I download transactions from
> the bank, I have my estimated deposit amount PLUS the actual. Obviously,
> this can cause a problem if I'm not paying attention.
> My question: is there a way that I can make my estimated deposit amoutn be
> 'overridden' by the actual amount? I'm afraid I know the answer to this,
> but, just had to ask.


Have the actual downloaded value override an estimated value? Now
there's an idea! ;-)

I would work around this by editing the series to not enter the
deposit into the register in advance.


 
Old 07-19-2005, 06:34 PM
SteveC
Guest
 
Posts: n/a
Default Re: Override Estimated Deposits

I handle the problem by taking the pay stub I get the day before and editing
it before I download. If I download first, I just delete the automatically
entered one and correct the other one. The other way is not to accept the
matching and manually do it (but you have to turn off automatic accepting of
downloaded transactions). It is usually easier just to delete the extra
deposit.
"Gwen C" <GwenC[at]discussions.microsoft.com> wrote in message
news:0B17806C-1C4E-4D03-81EC-A8660B8A382F[at]microsoft.com...
- quote -

> My husband's paychecks are direct deposit. He is an hourly employee,
> therefore, the deposit amounts are not a set amount. I have a 'scheduled
> deposit' set-up to be entered on the day that his paycheck is deposited.
> The
> problem I am having with this setup is that when I download transactions
> from
> the bank, I have my estimated deposit amount PLUS the actual. Obviously,
> this can cause a problem if I'm not paying attention.
> My question: is there a way that I can make my estimated deposit amoutn
> be
> 'overridden' by the actual amount? I'm afraid I know the answer to this,
> but, just had to ask.
> Thanks, again, all for your assistance on these boards.
> ~Gwen



  #-1  
Old 07-19-2005, 05:28 PM
Gwen C
Guest
 
Posts: n/a
Default Override Estimated Deposits

My husband's paychecks are direct deposit. He is an hourly employee,
therefore, the deposit amounts are not a set amount. I have a 'scheduled
deposit' set-up to be entered on the day that his paycheck is deposited. The
problem I am having with this setup is that when I download transactions from
the bank, I have my estimated deposit amount PLUS the actual. Obviously,
this can cause a problem if I'm not paying attention.

My question: is there a way that I can make my estimated deposit amoutn be
'overridden' by the actual amount? I'm afraid I know the answer to this,
but, just had to ask.

Thanks, again, all for your assistance on these boards.

~Gwen
 

Tags
deposits, estimated, override
Similar Threads
Thread Forum Replies Last Post
floppy disk override!
D.: hi...ever since i got Microsoft Money 2005 Standard,,Edition,,I seem to be having trouble backing up my money file to floopy disk! I can do it but...
Microsoft Money 7 06-23-2005 08:23 PM
Is there an override?
J.K.: I recently installed Money 2004 on a new PC. I also do online banking with Money through my financial institution. Since I've installed Money on...
Microsoft Money 1 11-06-2003 05:55 PM
override auto budget figures?
Money user: Hello. I'm trying to set up a budget in Money 02, but the auto budget keeps insisting my income is more than what it actually is. I have my...
Microsoft Money 1 09-22-2003 10:06 PM
Estimated U.S. Income Tax Payment Jumped $2000 in 2004 Deluxe
Ray: When I upgraded to Microsoft Money 2004 Deluxe from 2003 Deluxe, the estimated amount I will owe in 2004 U.S. Income Tax jumped over $2000. In the...
Microsoft Money 1 08-17-2003 07:04 AM
File password override
CM: I'm trying to restore a backup file. Money is asking for a file password. I enter the password that is appropriate for the Passport account used to...
Microsoft Money 1 07-22-2003 01:02 AM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 09:32 AM.