Yep. Transfers can be scheduled. Use some estimated average of what you
think you'll send them a month and adjust it as required when you enter it.
As to entering the interest transaction, there are several possibilities. If
downloading, it should come down as a transaction. (I don't download and do
not recommend it to others.) You can also schedule it as a bill and adjust
the amount when you see your statement. Finally, the Balance Account dialog
provides a handy place to enter the amount off the statement and it will
create a corresponding transaction for you.

"William Fields" <WilliamFields[at]discussions.microsoft.com> wrote in message
news:9639656B-3300-42D5-A124-5C8EB39706E7[at]microsoft.com...
- quote -

Thanks.

- quote -

I'd like to set up the monthly debit from checking to my visa card in the
bills list, is there a way to set it up as a transfer rather than a payment
so the Visa account transaction is entered automagically? That way, the only
thing I would have to do manually is enter the interest charges each month.

"Dick Watson" wrote:

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Create them all. download to the ones you can, if you choose to. Enter the
transactions in the other ones by hand. Re. interest charges to credit card
accounts, enter transactions categorized accordingly. Re. loans, a Money
Loan Account knows how to enter its own interest transactions with each
payment. You tell it the category to use for these interest expenses when
you setup the loan account.

"William Fields" <WilliamFields[at]discussions.microsoft.com> wrote in message
news:903A2723-18FC-41D6-8781-F4E6C7E92FF2[at]microsoft.com...
- quote -

Hello, I have a few accounts and would like recommendations on how to manage
them. For example, I have the following accounts:

My credit union

Checking (online updates)
Savings (online updateas)
Visa (no online updates)

Other financial institutions:

Discover card (online updates)
Chase card (online updates)
Home mortgage loan (no online updates)
2nd mortgage (no online updates)

My question is this, what's the best way to manage the accounts,
transactions and balances with some accounts that have online updates and
others without. Also, what about interest charges to the charge and loan
accounts, they don't seem to be dealt with anywhere. It's all kind of
confusing, but I really want to get a handle on it with a single view of my
finances.

Thanks.