Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
  #10  
Old 09-26-2005, 04:22 PM
Mark
Guest
 
Posts: n/a
Default Re: add payment method in 2006

The payment options available are based upon the type of account and what
online features are available for it.
Reference: http://support.microsoft.com/default...b;en-us;173135

Basically, in order for "xfer" to be a payment option, the financial
institution has to enable it through their direct (OFX) statements offering.

-Mark

"Eric" <epayne11[at]nospam.postalias> wrote in message
news:%23weiurQwFHA.664[at]tk2msftngp13.phx.gbl...
- quote -

> Roy,
> No, Maybe I am not explaining this issue very well.
> Inside Money 2006, under the bills section. Click on "new" the "bill".
> now on this page there is a field called "Payment method" (sorry, it is

not
> called payment type like I said before). This is a description of the

method
> used to pay this bill. For example a water bill paid to the public service
> department might have a payment method of "write check" or maybe "Direct
> Debit".
> Basically what I am asking for is too add more payment methods to this
> field. Transfer (Automatic) - I would use when I have something scheduled
> for an automatic transfer of money to a loan for example. Transfer
> (Manual) - I would use when I want to pay a credit card bill.
> Thanks
> "Roy Smith" <jeffgordonfan327[at]charter.net> wrote in message
> news:Ol90TZJwFHA.460[at]TK2MSFTNGP15.phx.gbl...
> > Eric wrote:
> > > Cara,
> > > > > Not quite what I am looking for. On a new bill there is a "Payment

Type"
> > > filed. Right now I can choose from a small list like "Write Check",
> > > "Direct
> > > Deposit", "Other", etc. I would like to add to this list the following
> > > fields "Transfer (Automatic)" and "Transfer (Manual)".
> > > Now I don't really nessesary want money to do this for me (meaning
> > > transfer
> > > money for me) I just want to be able to show this payment type.
> > > > > thanks
> > > "Cara" <Cara[at]discussions.microsoft.com> wrote in message
> > > news:6B27E189-7403-4856-8C7D-F5D9C538F42C[at]microsoft.com...
> > > > > > Hi Eric,
> > > > > > > Now I see what you're asking. The way the posts get rendered sometimes,
> > > > it's
> > > > hard to see what I'm reading. On the bill input screen, there's an

option
> > > > to
> > > > auto "post" to the account. I use this for certain transfers that I

know
> > > > are
> > > > going to happen on a certain date for the amount specified. I set the
> > > > post
> > > > number of days before due date to 0 so it gets posted on the date I
> > > > specified. Does that help you any? (Sorry, I'm trying to do this from
> > > > memory)
> > > Well actually the Direct Debit option would act like a automatic

> > transfer of funds from the specified account. Is this what you're
> > looking for?
> > > --
> > > Roy Smith

> > <http://webpages.charter.net/jeffgordonfan327> > > I use Firefox as my Web browser because I want a browser that
> > complies with Web standards. See <http://www.mozilla.org/> .



  #9  
Old 09-25-2005, 01:50 AM
harrelsonesq
Guest
 
Posts: n/a
Default Re: add payment method in 2006

I pay all my bills using my bank's online bill pay. That's not an option
either, so all mine say "other." It doesn't really make any difference,
besides looking stupid.

Now, if we were talking about asset allocation, that would be different.
Having all my blended funds marked "other" is ridiculous.

"Payment Method" really doesn't do anything. Why do you care?

Susan

"Eric" <epayne11[at]nospam.postalias> wrote in message
news:%23weiurQwFHA.664[at]tk2msftngp13.phx.gbl...
- quote -

> Roy,
> No, Maybe I am not explaining this issue very well.
> Inside Money 2006, under the bills section. Click on "new" the "bill".
> now on this page there is a field called "Payment method" (sorry, it is
> not called payment type like I said before). This is a description of the
> method used to pay this bill. For example a water bill paid to the public
> service department might have a payment method of "write check" or maybe
> "Direct Debit".
> Basically what I am asking for is too add more payment methods to this
> field. Transfer (Automatic) - I would use when I have something scheduled
> for an automatic transfer of money to a loan for example. Transfer
> (Manual) - I would use when I want to pay a credit card bill.
> Thanks
> "Roy Smith" <jeffgordonfan327[at]charter.net> wrote in message
> news:Ol90TZJwFHA.460[at]TK2MSFTNGP15.phx.gbl...
> > Eric wrote:
> > > Cara,
> > > > > Not quite what I am looking for. On a new bill there is a "Payment Type"
> > > filed. Right now I can choose from a small list like "Write Check",
> > > "Direct
> > > Deposit", "Other", etc. I would like to add to this list the following
> > > fields "Transfer (Automatic)" and "Transfer (Manual)".
> > > Now I don't really nessesary want money to do this for me (meaning
> > > transfer
> > > money for me) I just want to be able to show this payment type.
> > > > > thanks
> > > "Cara" <Cara[at]discussions.microsoft.com> wrote in message
> > > news:6B27E189-7403-4856-8C7D-F5D9C538F42C[at]microsoft.com...
> > > > > > Hi Eric,
> > > > > > > Now I see what you're asking. The way the posts get rendered sometimes,
> > > > it's
> > > > hard to see what I'm reading. On the bill input screen, there's an
> > > > option
> > > > to
> > > > auto "post" to the account. I use this for certain transfers that I know
> > > > are
> > > > going to happen on a certain date for the amount specified. I set the
> > > > post
> > > > number of days before due date to 0 so it gets posted on the date I
> > > > specified. Does that help you any? (Sorry, I'm trying to do this from
> > > > memory)
> > > Well actually the Direct Debit option would act like a automatic

> > transfer of funds from the specified account. Is this what you're
> > looking for?
> > > --
> > > Roy Smith

> > <http://webpages.charter.net/jeffgordonfan327> > > I use Firefox as my Web browser because I want a browser that
> > complies with Web standards. See <http://www.mozilla.org/> .



  #8  
Old 09-24-2005, 01:37 PM
Dick Watson
Guest
 
Posts: n/a
Default Re: add payment method in 2006

The word choices you see are the word choices you get. Some of them are
backed by some internal logic. Others just look nice. Either way, the list
is what it is.

"Eric" <epayne11[at]nospam.postalias> wrote in message
news:%23weiurQwFHA.664[at]tk2msftngp13.phx.gbl...
- quote -

> Inside Money 2006, under the bills section. Click on "new" the "bill".
> now on this page there is a field called "Payment method" (sorry, it is
> not called payment type like I said before). This is a description of the
> method used to pay this bill. For example a water bill paid to the public
> service department might have a payment method of "write check" or maybe
> "Direct Debit".
> Basically what I am asking for is too add more payment methods to this
> field. Transfer (Automatic) - I would use when I have something scheduled
> for an automatic transfer of money to a loan for example. Transfer
> (Manual) - I would use when I want to pay a credit card bill.



  #7  
Old 09-24-2005, 01:21 PM
Eric
Guest
 
Posts: n/a
Default Re: add payment method in 2006

Roy,

No, Maybe I am not explaining this issue very well.

Inside Money 2006, under the bills section. Click on "new" the "bill".
now on this page there is a field called "Payment method" (sorry, it is not
called payment type like I said before). This is a description of the method
used to pay this bill. For example a water bill paid to the public service
department might have a payment method of "write check" or maybe "Direct
Debit".
Basically what I am asking for is too add more payment methods to this
field. Transfer (Automatic) - I would use when I have something scheduled
for an automatic transfer of money to a loan for example. Transfer
(Manual) - I would use when I want to pay a credit card bill.

Thanks


"Roy Smith" <jeffgordonfan327[at]charter.net> wrote in message
news:Ol90TZJwFHA.460[at]TK2MSFTNGP15.phx.gbl...
- quote -

> Eric wrote:
> > Cara,
> > > Not quite what I am looking for. On a new bill there is a "Payment Type"

> > filed. Right now I can choose from a small list like "Write Check",
> > "Direct
> > Deposit", "Other", etc. I would like to add to this list the following
> > fields "Transfer (Automatic)" and "Transfer (Manual)".
> > Now I don't really nessesary want money to do this for me (meaning
> > transfer
> > money for me) I just want to be able to show this payment type.
> > > thanks

> > "Cara" <Cara[at]discussions.microsoft.com> wrote in message
> > news:6B27E189-7403-4856-8C7D-F5D9C538F42C[at]microsoft.com...
> > > > Hi Eric,
> > > > > Now I see what you're asking. The way the posts get rendered sometimes,
> > > it's
> > > hard to see what I'm reading. On the bill input screen, there's an option
> > > to
> > > auto "post" to the account. I use this for certain transfers that I know
> > > are
> > > going to happen on a certain date for the amount specified. I set the
> > > post
> > > number of days before due date to 0 so it gets posted on the date I
> > > specified. Does that help you any? (Sorry, I'm trying to do this from
> > > memory)

> Well actually the Direct Debit option would act like a automatic
> transfer of funds from the specified account. Is this what you're
> looking for?
> --
> Roy Smith
> <http://webpages.charter.net/jeffgordonfan327> I use Firefox as my Web browser because I want a browser that
> complies with Web standards. See <http://www.mozilla.org/> .



  #6  
Old 09-23-2005, 11:27 PM
Roy Smith
Guest
 
Posts: n/a
Default Re: add payment method in 2006

Eric wrote:
- quote -

> Cara,
> Not quite what I am looking for. On a new bill there is a "Payment Type"
> filed. Right now I can choose from a small list like "Write Check", "Direct
> Deposit", "Other", etc. I would like to add to this list the following
> fields "Transfer (Automatic)" and "Transfer (Manual)".
> Now I don't really nessesary want money to do this for me (meaning transfer
> money for me) I just want to be able to show this payment type.
> thanks
> "Cara" <Cara[at]discussions.microsoft.com> wrote in message
> news:6B27E189-7403-4856-8C7D-F5D9C538F42C[at]microsoft.com...
> > Hi Eric,
> > > Now I see what you're asking. The way the posts get rendered sometimes,

> > it's
> > hard to see what I'm reading. On the bill input screen, there's an option
> > to
> > auto "post" to the account. I use this for certain transfers that I know
> > are
> > going to happen on a certain date for the amount specified. I set the post
> > number of days before due date to 0 so it gets posted on the date I
> > specified. Does that help you any? (Sorry, I'm trying to do this from
> > memory)


Well actually the Direct Debit option would act like a automatic
transfer of funds from the specified account. Is this what you're
looking for?

--

Roy Smith
<http://webpages.charter.net/jeffgordonfan327
I use Firefox as my Web browser because I want a browser that
complies with Web standards. See <http://www.mozilla.org/> .
  #5  
Old 09-23-2005, 05:50 PM
Eric
Guest
 
Posts: n/a
Default Re: add payment method in 2006

Cara,

Not quite what I am looking for. On a new bill there is a "Payment Type"
filed. Right now I can choose from a small list like "Write Check", "Direct
Deposit", "Other", etc. I would like to add to this list the following
fields "Transfer (Automatic)" and "Transfer (Manual)".
Now I don't really nessesary want money to do this for me (meaning transfer
money for me) I just want to be able to show this payment type.

thanks
"Cara" <Cara[at]discussions.microsoft.com> wrote in message
news:6B27E189-7403-4856-8C7D-F5D9C538F42C[at]microsoft.com...
- quote -

> Hi Eric,
> Now I see what you're asking. The way the posts get rendered sometimes,
> it's
> hard to see what I'm reading. On the bill input screen, there's an option
> to
> auto "post" to the account. I use this for certain transfers that I know
> are
> going to happen on a certain date for the amount specified. I set the post
> number of days before due date to 0 so it gets posted on the date I
> specified. Does that help you any? (Sorry, I'm trying to do this from
> memory)



  #4  
Old 09-23-2005, 04:07 PM
Cara
Guest
 
Posts: n/a
Default Re: add payment method in 2006

Hi Eric,

Now I see what you're asking. The way the posts get rendered sometimes, it's
hard to see what I'm reading. On the bill input screen, there's an option to
auto "post" to the account. I use this for certain transfers that I know are
going to happen on a certain date for the amount specified. I set the post
number of days before due date to 0 so it gets posted on the date I
specified. Does that help you any? (Sorry, I'm trying to do this from memory)
  #3  
Old 09-23-2005, 02:37 PM
Eric
Guest
 
Posts: n/a
Default Re: add payment method in 2006

Steve,

Thank you for your reply.

I agree with what you are saying.
I think I am looking for more of just a way to manually add a payment type
so I can visually see it in money, I don't nessessarly want money to act on
this payment type.

Thanks
"Steve" <sjcohen730[at]aol.com> wrote in message
news:1127481228.046928.238190[at]g49g2000cwa.googlegroups.com...
- quote -

> Eric, the best "help" I can offer is: do your transactions manually in
> Money. You expect everything to be done automatically for you in Money.
> It just doesn't work that way all the time as you can see by the posts
> here. Use your own brain to have Money reflect the data the way YOU
> want it to show. It is a lot easier than spending all your time trying
> to figure out how Money "should" do things automatically. JMHO from a
> 10 year user of the product. Steve



  #2  
Old 09-23-2005, 02:36 PM
Eric
Guest
 
Posts: n/a
Default Re: add payment method in 2006

Cara,

Thank you for your reply.

I have changed the bills section over to advanced and now I do see a few
more options in the payment type list, but I am still unable to add a
payment type. Right now I am just using other.
Is there any way of adding to this list of payment types?

Thanks

"Cara" <Cara[at]discussions.microsoft.com> wrote in message
news:5E4B1082-194E-4690-8963-E28404443884[at]microsoft.com...
- quote -

> Eric,
> Do you have "essential" or "advanced" bills turned on? There should be a
> little gear-looking icon on the upper right-hand side of the page. The
> last
> time I ran into this problem, where I couldn't create transfers on the
> bills
> list, just bills, it was because I was setup for "essential" bills. I
> think
> that little icon is clickable to change it to "advanced" if memory serves.
> I
> don't have my copy of Money06 in front of me at the moment.



  #1  
Old 09-23-2005, 01:13 PM
Steve
Guest
 
Posts: n/a
Default Re: add payment method in 2006

Eric, the best "help" I can offer is: do your transactions manually in
Money. You expect everything to be done automatically for you in Money.
It just doesn't work that way all the time as you can see by the posts
here. Use your own brain to have Money reflect the data the way YOU
want it to show. It is a lot easier than spending all your time trying
to figure out how Money "should" do things automatically. JMHO from a
10 year user of the product. Steve

 
Old 09-23-2005, 11:59 AM
Cara
Guest
 
Posts: n/a
Default RE: add payment method in 2006

Eric,

Do you have “essential” or “advanced” bills turned on? There should be a
little gear-looking icon on the upper right-hand side of the page. The last
time I ran into this problem, where I couldn’t create transfers on the bills
list, just bills, it was because I was setup for “essential” bills. I think
that little icon is clickable to change it to “advanced” if memory serves. I
don’t have my copy of Money06 in front of me at the moment.
  #-1  
Old 09-23-2005, 04:41 AM
Eric
Guest
 
Posts: n/a
Default add payment method in 2006

I am using Money 2006 and I have to manually add my accounts into money
because my banks statements exports have the same account number for both
checking and savings causing files to just merge. Manually importing them
(after editing the tmp file) allows me to manage two seperate accounts.

I am trying to enter a new bill that I have that is automatically transfered
from one money market account at my bank to a loan account at the same bank.
this is an automatic transfer and I never have to do anything. When I add
the bill the only payment method I get is "Write a check". Well this isn't
correct, I would like to add "Transfer (automatic)" and "Transfer (Manual)"
to the list, but I don't see where this can be done.
I hope, since money can't be connected automatically to my bank for there
dumb reason that money doesn't just prevent your from at least adding a
payment method even though money itself won't be doing the transfer.

Any help would be greatly appreciated.

Thanks


 

Tags
2006, add, method, payment
Similar Threads
Thread Forum Replies Last Post
Payment Method in Money 2006
ChrisK: I just upgraded to Money 2006 from 2005. When I create a new Bill, in the required field 'Payment Method' it only has 'Write Check' as an option. ...
Microsoft Money 4 08-06-2005 11:24 PM
Direct Debit payment method
Greg Salts: Hi, I am using Money 2005 now after using 2000 for a few years. I found additional payment methods are available such as Direct Debit. I wanted...
Microsoft Money 2 02-01-2005 02:52 PM



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 01:18 PM.