Bills>Estimate amount based on last X number of instances

#5 10-20-2005, 07:06 AM

Some of the history is, there's an option in the bills summary area on one
of the menus (next to the bills calendar option if i remember correctly),
but that only shows 60 days. I guess Money 'remembers' it in another table
in the file somewhere where we can't get at it.

--
Glyn Simpson, Microsoft MVP - Money
http://money.mvps.org/

Check http://money.mvps.org/faq/ for tips and fixes for MS Money. To send
Microsoft your product wishes see http://money.mvps.org/wishes.aspx

I do not respond to any unsolicited email regarding Money

"Chris Cowles" <NoSpam[at]For.me> wrote in message
news:ODPRmeR1FHA.732[at]TK2MSFTNGP10.phx.gbl...
- quote -

> I could go through the process again, then revise each to match the
> transaction that actually posted, and delete the existing one. But I'd have
> to play around with reconciled transactions, etc. Ugly, and not worth the
> hassle. I can wait.
> Where is the bill history visible, if it is?
> --
> Chris Cowles
> Gainesville, FL
> "Glyn Simpson, MVP" <glyn[at]serf.org> wrote in message
> news:%23zCZtcJ1FHA.4064[at]TK2MSFTNGP09.phx.gbl...
> > I've just tried it myself. If you delete the entry from the register, it
> > removes it from the bill history which it uses to calculate the estimate.
> > The bill then recalculates based on the information it has left. So, by
> > removing all of the bills that were entered from the bills summary page,
> > you've removed the information it will use. When you download
> > transactions, then if you match them against the entries you've already
> > got in there, then that might work. However deleting them and then using
> > the online stuff independently wouldn't.

#4 10-20-2005, 01:43 AM

I could go through the process again, then revise each to match the
transaction that actually posted, and delete the existing one. But I'd have
to play around with reconciled transactions, etc. Ugly, and not worth the
hassle. I can wait.

Where is the bill history visible, if it is?
--
Chris Cowles
Gainesville, FL

"Glyn Simpson, MVP" <glyn[at]serf.org> wrote in message
news:%23zCZtcJ1FHA.4064[at]TK2MSFTNGP09.phx.gbl...
- quote -

> I've just tried it myself. If you delete the entry from the register, it
> removes it from the bill history which it uses to calculate the estimate.
> The bill then recalculates based on the information it has left. So, by
> removing all of the bills that were entered from the bills summary page,
> you've removed the information it will use. When you download
> transactions, then if you match them against the entries you've already
> got in there, then that might work. However deleting them and then using
> the online stuff independently wouldn't.

#3 10-19-2005, 10:22 AM

I've just tried it myself. If you delete the entry from the register, it
removes it from the bill history which it uses to calculate the estimate.
The bill then recalculates based on the information it has left. So, by
removing all of the bills that were entered from the bills summary page,
you've removed the information it will use. When you download transactions,
then if you match them against the entries you've already got in there, then
that might work. However deleting them and then using the online stuff
independently wouldn't.

--
Glyn Simpson, Microsoft MVP - Money
http://money.mvps.org/

Check http://money.mvps.org/faq/ for tips and fixes for MS Money. To send
Microsoft your product wishes see http://money.mvps.org/wishes.aspx

I do not respond to any unsolicited email regarding Money

"Chris Cowles" <NoSpam[at]For.me> wrote in message
news:%23wloIJE1FHA.3660[at]TK2MSFTNGP15.phx.gbl...
- quote -

> "Glyn Simpson, MVP" <glyn[at]serf.org> wrote in message
> news:%238pCQyu0FHA.560[at]TK2MSFTNGP12.phx.gbl...
> > Pretty sure it's the history of the bill as used through the bill summary
> > area, which is I think, what you're seeing.
> Well, that doesn't seem to be the case or, at least, my work-around didn't
> work around it. I back-dated the due date 10 months, then processed 10
> payments and deleted them. I just restarted Money and did an online
> update, and the amount of the bill is back to $0.
> Perhaps the bills have to remain in the register? I was thinking perhaps
> there were hidden records somewhere (there are lots of hidden records)
> that kept a history of the bill having been used, rather than that history
> being the account register. That apparently is not the case.
> --
> Chris Cowles
> Gainesville, FL

#2 10-19-2005, 12:15 AM

"Glyn Simpson, MVP" <glyn[at]serf.org> wrote in message
news:%238pCQyu0FHA.560[at]TK2MSFTNGP12.phx.gbl...
- quote -

> Pretty sure it's the history of the bill as used through the bill summary
> area, which is I think, what you're seeing.

Well, that doesn't seem to be the case or, at least, my work-around didn't
work around it. I back-dated the due date 10 months, then processed 10
payments and deleted them. I just restarted Money and did an online update,
and the amount of the bill is back to $0.

Perhaps the bills have to remain in the register? I was thinking perhaps
there were hidden records somewhere (there are lots of hidden records) that
kept a history of the bill having been used, rather than that history being
the account register. That apparently is not the case.
--
Chris Cowles
Gainesville, FL

#1 10-17-2005, 07:00 PM

That makes sense. I'll just backdate the start date for several months,
apply a few payments to the register up to a current date, then delete the
transactions. That should get it set properly.

"Glyn Simpson, MVP" <glyn[at]serf.org> wrote in message
news:%238pCQyu0FHA.560[at]TK2MSFTNGP12.phx.gbl...
- quote -

> Pretty sure it's the history of the bill as used through the bill summary
> area, which is I think, what you're seeing.

10-17-2005, 07:24 AM

Pretty sure it's the history of the bill as used through the bill summary
area, which is I think, what you're seeing.

--
Glyn Simpson, Microsoft MVP - Money
http://money.mvps.org/

Check http://money.mvps.org/faq/ for tips and fixes for MS Money. To send
Microsoft your product wishes see http://money.mvps.org/wishes.aspx

I do not respond to any unsolicited email regarding Money

"Chris Cowles" <NoSpam[at]For.me> wrote in message
news:usjVmRp0FHA.736[at]tk2msftngp13.phx.gbl...
- quote -

> Can someone tell me what history of instances the X refers to? The last X
> paid to the exact same payee? Or the last X paid with the exact same
> scheduled bill?
> I set up my credit card payment as scheduled, estimated over last 12. When
> I first schedule it, I have to value it manually. It does not update
> automatically. Later, and I'm not sure if it's the first startup of the
> day, or the first online update of the date, Money changes the amount to
> $0. The history paid to that payee is definitely not $0, but the history
> as paid with that bill may be, because I just rebuilt the file and the
> bill payment history is gone.
> Any insight is appreciated.

#-1 10-16-2005, 08:58 PM

Can someone tell me what history of instances the X refers to? The last X
paid to the exact same payee? Or the last X paid with the exact same
scheduled bill?

I set up my credit card payment as scheduled, estimated over last 12. When I
first schedule it, I have to value it manually. It does not update
automatically. Later, and I'm not sure if it's the first startup of the day,
or the first online update of the date, Money changes the amount to $0. The
history paid to that payee is definitely not $0, but the history as paid
with that bill may be, because I just rebuilt the file and the bill payment
history is gone.

Any insight is appreciated.

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