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  #13  
Old 12-23-2005, 01:59 AM
JohnA
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Default Re: Electronic Payments Processing Date vs. Due Date in Register

FWIW, I don't use passport...

"JohnA" <John[at]TheAtas.org-spamguard> wrote in message
news:upuYdndBGHA.1008[at]TK2MSFTNGP12.phx.gbl...
- quote -

> I upgraded from M2004..
> .
> -- John
> <mattreidy[at]gmail.com> wrote in message
> news:1135106159.917290.275180[at]g49g2000cwa.googlegroups.com...
> > John,
> > > Did you start using Money 2006 with a brand new file or did you upgrade

> > from a previous version?
> > > -Matt

>


  #12  
Old 12-22-2005, 12:19 PM
Chris Cowles
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Default Re: Electronic Payments Processing Date vs. Due Date in Register

<mattreidy[at]yahoo.com> wrote in message
news:1135215189.916879.159450[at]g14g2000cwa.googlegroups.com...
- quote -

> One more learning...
> Apparently, there is also a link between associating a Passport with your
> Money file and this issue.


I'm not sure the link you describe is correct (correlation<> causation), but
I do not have a Passport on my account, for what it's worth. By not having
one I'm unable to download a very limited set of accounts, none of which are
important to me. I use online banking extensively, and most of the banks I
do business with support Money directly.

Also by not having one I'm not sending my data to Microsoft's (or Yodlee's?)
servers, and do not have automatic background data updates. The latter point
is an advantage to me, irksome to others.
--
Chris Cowles
Gainesville, FL



  #11  
Old 12-22-2005, 12:33 AM
mattreidy@yahoo.com
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Default Re: Electronic Payments Processing Date vs. Due Date in Register

One more learning...

Apparently, there is also a link between associating a Passport with
your Money file and this issue.

The test Money file I created was not associated with a Passport, and
during troubleshooting, I removed the Passport from my real Money file
as well. I "fixed" my issue by doing what I described in the previous
post, but later re-associated my Passport and the issue returned. I can
live without, and think I actually prefer not to have, my complete
personal financial information in the hands of Microsoft. I'll stick
with a Money password-protected file on my server for now.

I would like to know if what worked for me works for others as well.

-Matt

  #10  
Old 12-22-2005, 12:11 AM
Chris Cowles
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Default Re: Electronic Payments Processing Date vs. Due Date in Register

<mattreidy[at]yahoo.com> wrote in message
news:1135178963.580876.265980[at]f14g2000cwb.googlegroups.com...
- quote -

> After a lot of tinkering I've solved my problem and maybe this will
> help others too.
> Basically, what I did was to stop using online services with my bank in
> Money 2006 and then re-enable them. Once I did that, the epay due date
> remains as the date in the register (assuming you keep the option to
> record the processing date off).
> Use the Manage online services option under the Account Tools drop-down
> menu to make these changes. You don't have to delete your account(s),
> just "Stop using online services" and then set them back up.
> I tried this after creating a new Money 2006 file from scratch, setting
> up the same bank account for online services, and verifying that this
> problem did not exist in the new file.


Glad that worked for you. Be careful when doing that, though. Existing bills
not canceled before disabling online services no longer will be linked to
the transaction from the bank. Also, if you have existing APays scheduled,
they will remain scheduled and you can't revise or cancel them from within
Money. Your bank customer service can cancel those with a phone call, of
course.
--
Chris Cowles
Gainesville, FL



  #9  
Old 12-21-2005, 02:29 PM
mattreidy@yahoo.com
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Default Re: Electronic Payments Processing Date vs. Due Date in Register

After a lot of tinkering I've solved my problem and maybe this will
help others too.

Basically, what I did was to stop using online services with my bank in
Money 2006 and then re-enable them. Once I did that, the epay due date
remains as the date in the register (assuming you keep the option to
record the processing date off).

Use the Manage online services option under the Account Tools drop-down
menu to make these changes. You don't have to delete your account(s),
just "Stop using online services" and then set them back up.

I tried this after creating a new Money 2006 file from scratch, setting
up the same bank account for online services, and verifying that this
problem did not exist in the new file.

-Matt

  #8  
Old 12-21-2005, 01:54 AM
JohnA
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Posts: n/a
Default Re: Electronic Payments Processing Date vs. Due Date in Register

I upgraded from M2004..
..
-- John

<mattreidy[at]gmail.com> wrote in message
news:1135106159.917290.275180[at]g49g2000cwa.googlegroups.com...
- quote -

> John,
> Did you start using Money 2006 with a brand new file or did you upgrade
> from a previous version?
> -Matt



  #7  
Old 12-20-2005, 06:57 PM
Paulie
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Default RE: Electronic Payments Processing Date vs. Due Date in Register

I've got the same problem and logged an error report with MicroSoft.
Got an email from tech support telling me to "uncheck" processing date.
It wasn't checked and I'm waiting for further instructions.
I'm really taken back by the fact that my Money 2003 was working fine and
that I had to upgrade to this Money 2006 in order to pay my bills online with
Money, only to run into these kinds of ridiculous problems.
New versions should be building on old versions to be stronger and better.
This is nonsense.
--
Paulie...boogie boarding in retirement!


"mattreidy[at]yahoo.com" wrote:

- quote -

> I've recently upgraded from Money 2003 to Money 2006 and for some
> reason, Money 2006 insists on using the processing date vs. the due
> date, regardless of how the "Enter electronic payments in the register
> with the processing date" is set.
> I have confirmed that my bank, Wachovia, does not withdraw funds from
> my account until the payee actually deposits the check, so there's no
> reason for Money to be using the processing date.
> It seems like a bug to me and I'm interested to know if others have the
> same issue and or any way around it.

  #6  
Old 12-20-2005, 06:20 PM
mattreidy@gmail.com
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Default Re: Electronic Payments Processing Date vs. Due Date in Register

I tend not to keep more in my checking account than necessary, so
expecting to get paid on the 15th and 30th of each month and expecting
to pay large bills on those same days is problematic when Money insists
on showing the bills being paid early. Looking at the register implies
that I've lost my float, when if fact, I haven't.

Money is not working as designed and it's a matter of figuring out why
at this point.

I've got a case open with Microsoft, but so far they've not told me to
do anything I haven't already thought of and tried...

  #5  
Old 12-20-2005, 06:16 PM
mattreidy@gmail.com
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Posts: n/a
Default Re: Electronic Payments Processing Date vs. Due Date in Register

John,

Did you start using Money 2006 with a brand new file or did you upgrade
from a previous version?

-Matt

  #4  
Old 12-20-2005, 06:14 PM
mattreidy@gmail.com
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Posts: n/a
Default Re: Electronic Payments Processing Date vs. Due Date in Register

I'm wondering if this is related to upgrading/converting an existing
file from a previous version of Money.

As a test, I'm going to create a new file, setup my checking account
from scratch and test an epay to see what happens.

As an aside, I actually bought Quicken the other day in case I can't
get Money to behave, but after playing with it for a day or two I've
requested a refund because I think the user interface is absolutely
terrible. It's at least a decade behind when it comes to layout and
look-n-feel.

  #3  
Old 12-19-2005, 01:29 PM
JohnA
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Posts: n/a
Default Re: Electronic Payments Processing Date vs. Due Date in Register

Hi,

I'm using M2006 and am set up to use the date initially setup in the
transaction, not the processing date when the transaction cleared. I've had
no problems doing this.

-- John

<mattreidy[at]yahoo.com> wrote in message
news:1134927705.453493.301310[at]f14g2000cwb.googlegroups.com...
- quote -

> I've recently upgraded from Money 2003 to Money 2006 and for some
> reason, Money 2006 insists on using the processing date vs. the due
> date, regardless of how the "Enter electronic payments in the register
> with the processing date" is set.
> I have confirmed that my bank, Wachovia, does not withdraw funds from
> my account until the payee actually deposits the check, so there's no
> reason for Money to be using the processing date.
> It seems like a bug to me and I'm interested to know if others have the
> same issue and or any way around it.



  #2  
Old 12-19-2005, 04:25 AM
LT
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Posts: n/a
Default Re: Electronic Payments Processing Date vs. Due Date in Register

In Tools --> Settings under Online Investing Settings, there is a checkbox
there that says "Enter electronic payments in the register with the
processing date". Checking that should make Money use the "processing date"
(supposed date that funds would need to be withdrawn, or date cash is
committed to a check). If it's not checked, Money should use the date you
specify (due date) in the register.

This worked as expected in Money 2005. It seems to have no effect in Money
2006. Hopefully, there's another way. It's a huge irritant to me.
--
L. T.


"Chris Cowles" wrote:

- quote -

> "LT" <ltinfo(remove this)[at]comcast.net> wrote in message
> news:760C4806-ED66-4186-9D32-DB90AC2F5344[at]microsoft.com...
> > > Maybe someone, somewhere will see these questions and tell us how to fix

> > them.

> That assumes there exists a means to change the way it does that. I don't
> know of one, and I use online banking extensively.
> Personally, I'm not concerned by a 2 or 3 day variation in posting date.
> --
> Chris Cowles
> Gainesville, FL

  #1  
Old 12-19-2005, 01:16 AM
Chris Cowles
Guest
 
Posts: n/a
Default Re: Electronic Payments Processing Date vs. Due Date in Register

"LT" <ltinfo(remove this)[at]comcast.net> wrote in message
news:760C4806-ED66-4186-9D32-DB90AC2F5344[at]microsoft.com...
- quote -

> Maybe someone, somewhere will see these questions and tell us how to fix
> them.


That assumes there exists a means to change the way it does that. I don't
know of one, and I use online banking extensively.

Personally, I'm not concerned by a 2 or 3 day variation in posting date.
--
Chris Cowles
Gainesville, FL


 
Old 12-19-2005, 01:11 AM
LT
Guest
 
Posts: n/a
Default RE: Electronic Payments Processing Date vs. Due Date in Register

Matt,

I posted pretty much the exact same question on 12/11. Unfortunately, I
have yet to receive a response from anyone. It really bugs me that Money is
working this way (I upgraded from Money 2005 and it didn't work this way).
Maybe someone, somewhere will see these questions and tell us how to fix
them. I sure hope so; it's about to drive me to looking into that other
financial software package.


--
L. T.


"mattreidy[at]yahoo.com" wrote:

- quote -

> I've recently upgraded from Money 2003 to Money 2006 and for some
> reason, Money 2006 insists on using the processing date vs. the due
> date, regardless of how the "Enter electronic payments in the register
> with the processing date" is set.
> I have confirmed that my bank, Wachovia, does not withdraw funds from
> my account until the payee actually deposits the check, so there's no
> reason for Money to be using the processing date.
> It seems like a bug to me and I'm interested to know if others have the
> same issue and or any way around it.

  #-1  
Old 12-18-2005, 04:41 PM
mattreidy@yahoo.com
Guest
 
Posts: n/a
Default Electronic Payments Processing Date vs. Due Date in Register

I've recently upgraded from Money 2003 to Money 2006 and for some
reason, Money 2006 insists on using the processing date vs. the due
date, regardless of how the "Enter electronic payments in the register
with the processing date" is set.

I have confirmed that my bank, Wachovia, does not withdraw funds from
my account until the payee actually deposits the check, so there's no
reason for Money to be using the processing date.

It seems like a bug to me and I'm interested to know if others have the
same issue and or any way around it.

 

Tags
date, due, electronic, payments, processing, register
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