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#4
06-10-2006, 03:56 PM
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 RE: Mortgage and checking Roger, Have you set your monthly mortgage payment up under Bills and setup the bill as a "Loan Payment: my mortgage" category? If this is setup right, then the transaction coming into your checking account should match up to the bill and everything will be as it should. I've had mine setup this way and it works great. If this doesn't work and you have the bills setup to automatically enter into your checking account, then you can click "Change" instead of "Accept" when you are reviewing the imported transaction and then you will have the option to associate the imported record with an existing account entry. This is using Money 2006. I'm not sure which version this ability first came available. Good luck, Ian "Roger" wrote: - quote - > I set up a mortgage account and Money seems to automatically enter payments > according to the terms. That is fine but the payments actually come > automatically from my checking account. If I edit these payments to be loan > payment to my loan Money adds in another payment. AARRGGGGG. > What do I have to do... pretend that the checking entries are not loan > payments?? > Roger |
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#3
06-10-2006, 03:48 PM
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| Re: Mortgage and checking In microsoft.public.money, Roger wrote: - quote - > Is there any way, while editing a transaction, to ask Money to look for a
If you are referring to a non-investment downloaded transaction,> matching transaction? How do I "help it to figure out"? click the "Change" button. Do not Accept button until the match is made. |
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#2
06-10-2006, 03:12 PM
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| Re: Mortgage and checking The true believers in downloaded transactions will have to pipe in here. Personally, I just enter the transactions by hand and save all of this hassle. "Roger" <x[at]y> wrote in message news:O5WbgwJjGHA.2244[at]TK2MSFTNGP04.phx.gbl... - quote - > Is there any way, while editing a transaction, to ask Money to look for a > matching transaction? How do I "help it to figure out"? |
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#1
06-10-2006, 02:42 PM
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| Re: Mortgage and checking Is there any way, while editing a transaction, to ask Money to look for a matching transaction? How do I "help it to figure out"? Roger "Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in message news:%23rHvQSDjGHA.3588[at]TK2MSFTNGP02.phx.gbl... - quote - > See thread from earlier today "Working with automatic sweeps" or any of > dozens of others. Transaction Matching--get Money to do it or help it > figure it out. > "Roger" <x[at]y> wrote in message > news:OAPwoRBjGHA.2188[at]TK2MSFTNGP04.phx.gbl... > > I set up a mortgage account and Money seems to automatically enter > > payments according to the terms. That is fine but the payments actually > > come automatically from my checking account. If I edit these payments to > > be loan payment to my loan Money adds in another payment. AARRGGGGG. > > > What do I have to do... pretend that the checking entries are not loan > > payments?? |
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06-10-2006, 02:21 AM
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| Re: Mortgage and checking See thread from earlier today "Working with automatic sweeps" or any of dozens of others. Transaction Matching--get Money to do it or help it figure it out. "Roger" <x[at]y> wrote in message news:OAPwoRBjGHA.2188[at]TK2MSFTNGP04.phx.gbl... - quote - > I set up a mortgage account and Money seems to automatically enter payments > according to the terms. That is fine but the payments actually come > automatically from my checking account. If I edit these payments to be > loan payment to my loan Money adds in another payment. AARRGGGGG. > What do I have to do... pretend that the checking entries are not loan > payments?? |
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#-1
06-09-2006, 10:31 PM
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| Mortgage and checking I set up a mortgage account and Money seems to automatically enter payments according to the terms. That is fine but the payments actually come automatically from my checking account. If I edit these payments to be loan payment to my loan Money adds in another payment. AARRGGGGG. What do I have to do... pretend that the checking entries are not loan payments?? Roger |
| Tags |
| checking, mortgage |
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