Brian wrote:
- quote -

Estimated scheduled bills cannot be added to a register automatically. If
the amount of the estimate is close, change it so it's not estimated. That
will allow automatic posting.

When the transaction downloads from your bank, it may or may not match
automatically, depending on how far off the amount is from the one already
in your account. If it doesn't, click the 'change' button and match the
downloaded transaction to your automatically recorded one.

When it matches or you force a match, the total amount will be updated.
That will leave some portion unaccounted for. You'll have to revise the
details to match reality.

I do this all the time for my paycheck. It changes slightly due to medicare
taxes varying +/- 1 cent, payroll deductions for cafeteria meals, and
benefits not being deducted on the third paycheck of a calendar month. The
match/edit process I described above works fine.
--
Chris Cowles
Gainesville, FL

I get it now.

You need to match the d/l with the scheduled transactions. Sometimes this
doesn't happen automagically. Supposedly it can be made to happen. The
problem here is that I don't use downloaded transaction data--since there
seem to be so many issues with it I've found I get better results with what
I expect is less hassle just doing manual data entry--so I can't be more
specific.

There are lots of people here who do the d/l thing. Let's see if any of them
jump in this thread.

"Brian" <none[at]none.com> wrote in message
news:O2eQ900xFHA.3588[at]tk2msftngp13.phx.gbl...
- quote -

Sorry, I must not have been clear. The only reason I mentioned the fixed
paycheck was as an example of a paycheck deposit that worked as I would
expect it to....where it was added as a transaction automatically and then
when I updated from my bank online it matched the transaction and everything
was good.

The other case is the variable paycheck. In this case, the Paycheck Deposit
was never added automatically as a transaction (to a different account).
So, in Bills & Deposits it now says that the paycheck is 3 days overdue. I
am tring to figure out how to get it to be added to the account
automatically and match the variable amount paycheck that is downloaded from
the bank on the same date as the scheduled paycheck deposit.

Does that make any more sense?

Brian

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:%238hjl4nxFHA.916[at]TK2MSFTNGP10.phx.gbl...
- quote -

Why don't you delete the scheduled, fixed, paycheck? Then when you download
the paycheck make sure to match it with the scheduled, variable, paycheck.
Maybe I'm missing something, but I don't understand why you are expecting
one download transactions to match two scheduled transactions.

"Brian" <Brian[at]discussions.microsoft.com> wrote in message
news:E836CFBA-23D2-44AC-B0BF-CD359141A54B[at]microsoft.com...
- quote -

That's correct. For the fixed amount paycheck it made an entry in the
register and matched it with the downloaded transaction. For the varying
one, the only entry in the register is the one from the downloaded data.

"Dick Watson" wrote:

- quote -

I'm no expert on downloaded data.

It sounds like you are saying there are two scheduled paychecks and it's
matching one--the one with the fixed amount--and not matching the one that's
set to vary?

"Brian" <Brian[at]discussions.microsoft.com> wrote in message
news:5BCDD9ED-72B4-46AF-9F8A-76AAD18B0707[at]microsoft.com...
- quote -

Hi,

I have a paycheck that varies by amount each month. I have added it to the
Bills & Deposits area as a Paycheck type and indicated that the amount
varies. I receive direct deposit into my bank and money auto connects to my
bank to download my transactions. My question is this... Even though I just
got the paycheck and the transaction was downloaded into Money, the Deposit
still says its 1 day overdue. I suspect this is because the estimated amount
and actual amount did not match because I have another paycheck deposit where
the amount is fixed and that automatically added the transaction to the
account, matched it with the downloaded transaction from the bank, and
updated the Deposit as no longer overdue.

Any help on how to resolve this issue would be appreciated.

Thanks,

Brian

"Dick Watson" wrote:

- quote -

Depends on what you mean by "automatically". Money lets you enter a
transaction of type Paycheck that provides places to enter data right off
your pay stub for all things like insurance and transfers to 401k and taxes
and so forth--a Paycheck transaction is just a smart form of split
transaction that ends in the net amount deposited in the account after
deductions from the gross amount. You can also schedule a Paycheck
transaction. Both of these functions probably require using Advanced
Register and Advanced Bills. Essential * is just about useless for most
people. I'm not sure what direct deposit has to do with anything. You can
enter a paycheck in the account where the money ends up and all will be
well.

As to automatically, there is no way Money can know what's on your pay stub
besides, say, a bottom line deposited if you use downloaded transaction
data. You have to enter this stuff by hand the old-fashioned way. But once
you have setup the scheduled transactions, there is probably little you need
to change from pay period to pay period when you enter the scheduled
transaction into the register.

"Jason" <jasonmscollins[at]gmail.com> wrote in message
news:1128057855.894245.71650[at]g47g2000cwa.googlegroups.com...
- quote -

I am using Microsoft Money 2005 and I would like to set up my paycheck,
so that it will add the appropriate amounts to my accounts
automatically. Derect Deposit. Anyways I can't figure out how to do
this. Any suggestions? Is it roght under my nose?