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  #11  
Old 06-17-2006, 05:09 PM
Cal Learner-- MVP
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Default Re: Unique paycheck problem

In microsoft.public.money, Chris Cowles wrote:

- quote -

> "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
> news:rau392t14jvbnd9hf3l98t438crgji8qj8[at]4ax.com...
> > In microsoft.public.money, Dick Watson wrote:
> > > > Clearly sorting neatly or make autocomplete quick to disambiguate is a
> > > tradeoff.
> > > Abbreviations can give you some added flexibility. Make the

> > abbreviation "M" for "MegaCorp {his}", then that should be promoted
> > to the start of the list when you type "M".
> > > There appear to be abbreviations for categories too. However I don't

> > know how you could do this for the SPECIAL Transfer category -- the
> > one that would be really nice to have a shortcut for IMO. The
> > SPECIAL categories do not show up in the list, so there is no way to
> > select Details...

> I don't use abbreviations, but can you not assign an abbreviation to an
> account, then simply type it in the category window? Will Money not assume
> it's a transfer or loan payment, in that case?



That would be nice. I just tried it: Money does not make that
assumption.
  #10  
Old 06-17-2006, 04:16 PM
Chris Cowles
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Posts: n/a
Default Re: Unique paycheck problem

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:rau392t14jvbnd9hf3l98t438crgji8qj8[at]4ax.com...
- quote -

> In microsoft.public.money, Dick Watson wrote:
> > Clearly sorting neatly or make autocomplete quick to disambiguate is a
> > tradeoff.

> Abbreviations can give you some added flexibility. Make the
> abbreviation "M" for "MegaCorp {his}", then that should be promoted
> to the start of the list when you type "M".
> There appear to be abbreviations for categories too. However I don't
> know how you could do this for the SPECIAL Transfer category -- the
> one that would be really nice to have a shortcut for IMO. The
> SPECIAL categories do not show up in the list, so there is no way to
> select Details...


I don't use abbreviations, but can you not assign an abbreviation to an
account, then simply type it in the category window? Will Money not assume
it's a transfer or loan payment, in that case?
--
Chris Cowles
Gainesville, FL


  #9  
Old 06-16-2006, 04:52 AM
Cal Learner-- MVP
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Posts: n/a
Default Re: Unique paycheck problem

In microsoft.public.money, harrelsonesq wrote:

- quote -

> Ummm, if you like the autocompleted entry, you like don't have to continue
> typing, do you?
> What I was trying to describe was typing "Lo" and you get "Loan Payment,"
> which will do horrible things if you were really after "Loan Payment: My
> Mortgage."


Ah... I would delete that EXPENSE Loan Payment category then.



- quote -

> Or "Tra" and you get "Travel" when you want "transfer." Travel is "Job
> Expense: Reimbursed" anyway, at least in my miserable life, in which I am
> visiting lovely places such as Santa Ana, CA, and Carson City, NV, rather
> than Cabo San Lucas and Tahiti.


You could delete or rename Travel to get rid of that. I renamed mine
to xTravel as a quick workaround.
  #8  
Old 06-16-2006, 03:38 AM
harrelsonesq
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Posts: n/a
Default Re: Unique paycheck problem

Ummm, if you like the autocompleted entry, you like don't have to continue
typing, do you?

What I was trying to describe was typing "Lo" and you get "Loan Payment,"
which will do horrible things if you were really after "Loan Payment: My
Mortgage."

Or "Tra" and you get "Travel" when you want "transfer." Travel is "Job
Expense: Reimbursed" anyway, at least in my miserable life, in which I am
visiting lovely places such as Santa Ana, CA, and Carson City, NV, rather
than Cabo San Lucas and Tahiti.

Susan


"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:5nt39212pnfu5b0bahota04c9a770qa1tg[at]4ax.com...
- quote -

> In microsoft.public.money, harrelsonesq wrote:
> > > I am also inordinately annoyed by having to continue typing after an

> > autocomplete has popped up. especially when there is more than one word.
> > For
> > me it's the kind of thing that gets me cussing at the screen. Which is
> > probably why I immediately noticed that it would happen with your example.
> > The OP probably couldn't care less.

> If you like the payee that has popped up, try the tab key.



  #7  
Old 06-16-2006, 01:28 AM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Unique paycheck problem

In microsoft.public.money, Dick Watson wrote:

- quote -

> Clearly sorting neatly or make autocomplete quick to disambiguate is a
> tradeoff.


Abbreviations can give you some added flexibility. Make the
abbreviation "M" for "MegaCorp {his}", then that should be promoted
to the start of the list when you type "M".

There appear to be abbreviations for categories too. However I don't
know how you could do this for the SPECIAL Transfer category -- the
one that would be really nice to have a shortcut for IMO. The
SPECIAL categories do not show up in the list, so there is no way to
select Details...



- quote -

> "harrelsonesq" <harrelsonesq2[at]yahoo.com> wrote in message
> news:epkLk8BkGHA.3440[at]TK2MSFTNGP02.phx.gbl...
> > I am also inordinately annoyed by having to continue typing after an
> > autocomplete has popped up. especially when there is more than one word.
> > For me it's the kind of thing that gets me cussing at the screen.

  #6  
Old 06-16-2006, 01:20 AM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Unique paycheck problem

In microsoft.public.money, harrelsonesq wrote:

- quote -

> If you go "Her MegaCorp check" and "His Megacorp check" (or Susan's TinyCorp
> & Steve's TinyCorp, or whatever) the autocomplete will happen after the
> second character rather than the 16th. Might be easier.


If you go to the details of a payee, you can also enter an
Abbreviation. That can give you a nickname for the payee without
having to change the first part of the actual payee.

M1 and M2 could be abbreviations, for example.
  #5  
Old 06-16-2006, 01:16 AM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Unique paycheck problem

In microsoft.public.money, harrelsonesq wrote:

- quote -

> I am also inordinately annoyed by having to continue typing after an
> autocomplete has popped up. especially when there is more than one word. For
> me it's the kind of thing that gets me cussing at the screen. Which is
> probably why I immediately noticed that it would happen with your example.
> The OP probably couldn't care less.


If you like the payee that has popped up, try the tab key.
  #4  
Old 06-15-2006, 04:02 AM
Dick Watson
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Posts: n/a
Default Re: Unique paycheck problem

Clearly sorting neatly or make autocomplete quick to disambiguate is a
tradeoff.

"harrelsonesq" <harrelsonesq2[at]yahoo.com> wrote in message
news:epkLk8BkGHA.3440[at]TK2MSFTNGP02.phx.gbl...
- quote -

> I am also inordinately annoyed by having to continue typing after an
> autocomplete has popped up. especially when there is more than one word.
> For me it's the kind of thing that gets me cussing at the screen.



  #3  
Old 06-15-2006, 03:00 AM
harrelsonesq
Guest
 
Posts: n/a
Default Re: Unique paycheck problem

I was thinking of two items that start out the same, but are not adjacent to
each other. Federal Tax (expense)/Federal Tax Refund (income);
Travel/Transfer, and of course the infamous Loan Payment/Loan Payment:My
Mortgage.

I am also inordinately annoyed by having to continue typing after an
autocomplete has popped up. especially when there is more than one word. For
me it's the kind of thing that gets me cussing at the screen. Which is
probably why I immediately noticed that it would happen with your example.
The OP probably couldn't care less.

Susan

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:OyhosbujGHA.3408[at]TK2MSFTNGP05.phx.gbl...
- quote -

> I'm assuming the payee names downloaded are indistinguishable for his vs.
> hers. My only reason to suggest making them different was to make it
> easier in reporting, et al., to tell one from the other. For this reason,
> I'd post-pend rather than pre-pend the unique characters so they'd still
> sort close or next to one another.
> Granted you may have to type a few more characters correcting the
> downloaded name to the scheduled name to encourage the match. OTOH, in an
> auto complete, there are other ways to select the next alternative
> offered. In an autocomplete with a pulldown (most payee fields, but I
> can't speak for the download acceptance part) typing "meg" for "MegaCorp
> {his}" might auto-complete to "MegaCorp {hers}" but you can follow the
> "meg" with Alt+[downarrow] to get to "MegaCorp {his}" and then tab or
> return to get to the next field.
> "harrelsonesq" <harrelsonesq2[at]yahoo.com> wrote in message
> news:OQ0f9upjGHA.1940[at]TK2MSFTNGP02.phx.gbl...
> > If you go "Her MegaCorp check" and "His Megacorp check" (or Susan's
> > TinyCorp & Steve's TinyCorp, or whatever) the autocomplete will happen
> > after the second character rather than the 16th. Might be easier.
> > > Just to supplement, using downloaded data you may get a more-or-less

> > meaningless string in the Payee field. As soon as you change the Payee
> > Name to the same as the Scheduled Deposit/Bill, it should recognize the
> > transaction as a paycheck and populate the deductions etc.



  #2  
Old 06-13-2006, 01:45 PM
Dick Watson
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Posts: n/a
Default Re: Unique paycheck problem

I'm assuming the payee names downloaded are indistinguishable for his vs.
hers. My only reason to suggest making them different was to make it easier
in reporting, et al., to tell one from the other. For this reason, I'd
post-pend rather than pre-pend the unique characters so they'd still sort
close or next to one another.

Granted you may have to type a few more characters correcting the downloaded
name to the scheduled name to encourage the match. OTOH, in an auto
complete, there are other ways to select the next alternative offered. In an
autocomplete with a pulldown (most payee fields, but I can't speak for the
download acceptance part) typing "meg" for "MegaCorp {his}" might
auto-complete to "MegaCorp {hers}" but you can follow the "meg" with
Alt+[downarrow] to get to "MegaCorp {his}" and then tab or return to get to
the next field.

"harrelsonesq" <harrelsonesq2[at]yahoo.com> wrote in message
news:OQ0f9upjGHA.1940[at]TK2MSFTNGP02.phx.gbl...
- quote -

> If you go "Her MegaCorp check" and "His Megacorp check" (or Susan's
> TinyCorp & Steve's TinyCorp, or whatever) the autocomplete will happen
> after the second character rather than the 16th. Might be easier.
> Just to supplement, using downloaded data you may get a more-or-less
> meaningless string in the Payee field. As soon as you change the Payee
> Name to the same as the Scheduled Deposit/Bill, it should recognize the
> transaction as a paycheck and populate the deductions etc.



  #1  
Old 06-13-2006, 04:46 AM
harrelsonesq
Guest
 
Posts: n/a
Default Re: Unique paycheck problem

If you go "Her MegaCorp check" and "His Megacorp check" (or Susan's TinyCorp
& Steve's TinyCorp, or whatever) the autocomplete will happen after the
second character rather than the 16th. Might be easier.

Just to supplement, using downloaded data you may get a more-or-less
meaningless string in the Payee field. As soon as you change the Payee Name
to the same as the Scheduled Deposit/Bill, it should recognize the
transaction as a paycheck and populate the deductions etc.

Susan

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:eYAuULpjGHA.3780[at]TK2MSFTNGP03.phx.gbl...
- quote -

> When you say "the accounts are listed under the same payee name" I'm
> assuming you just mean the net deposit of both paychecks is being
> downloaded under the same payee name. In this context I have no idea what
> "account" means.
> Here's what I'd attempt: schedule both different paychecks. Use different
> payee names like "MegaCorp {his}" and "MegaCorp {hers}" just to visibly
> distinguish what's going on. Try to get Money to match by amount, not some
> mapping of the downloaded Payee name--clearly that will be problematic.
> Here I'm assuming your nets are significantly different.
> If your issue is "twice a month on an erratic payment schedule," that will
> be hard. Schedule them for twice a month and try to coerce it to match the
> next one. Money can't even schedule every third year. I don't know how
> they'd deal with erratic.
> "chummer407" <chummer407[at]discussions.microsoft.com> wrote in message
> news:ECC1680D-E6F5-4C1A-8B93-9274C797CAC5[at]microsoft.com...
> > My husband and I both work at the same employer and receive a paycheck
> > twice
> > a month on an erratic payment schedule. They are both directly deposited
> > in
> > our bank accounts. We both have different deductions we would like to
> > track
> > in those paychecks. However, the accounts are listed under the same payee
> > name and Money isn't recognizing them as two separate paychecks. Do we
> > have
> > to enter the deductions from each paycheck manually each time or is there
> > a
> > way around this?



 
Old 06-13-2006, 03:41 AM
Dick Watson
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Posts: n/a
Default Re: Unique paycheck problem

When you say "the accounts are listed under the same payee name" I'm
assuming you just mean the net deposit of both paychecks is being downloaded
under the same payee name. In this context I have no idea what "account"
means.

Here's what I'd attempt: schedule both different paychecks. Use different
payee names like "MegaCorp {his}" and "MegaCorp {hers}" just to visibly
distinguish what's going on. Try to get Money to match by amount, not some
mapping of the downloaded Payee name--clearly that will be problematic. Here
I'm assuming your nets are significantly different.

If your issue is "twice a month on an erratic payment schedule," that will
be hard. Schedule them for twice a month and try to coerce it to match the
next one. Money can't even schedule every third year. I don't know how
they'd deal with erratic.

"chummer407" <chummer407[at]discussions.microsoft.com> wrote in message
news:ECC1680D-E6F5-4C1A-8B93-9274C797CAC5[at]microsoft.com...
- quote -

> My husband and I both work at the same employer and receive a paycheck
> twice
> a month on an erratic payment schedule. They are both directly deposited
> in
> our bank accounts. We both have different deductions we would like to
> track
> in those paychecks. However, the accounts are listed under the same payee
> name and Money isn't recognizing them as two separate paychecks. Do we
> have
> to enter the deductions from each paycheck manually each time or is there
> a
> way around this?



  #-1  
Old 06-13-2006, 02:56 AM
chummer407
Guest
 
Posts: n/a
Default Unique paycheck problem

My husband and I both work at the same employer and receive a paycheck twice
a month on an erratic payment schedule. They are both directly deposited in
our bank accounts. We both have different deductions we would like to track
in those paychecks. However, the accounts are listed under the same payee
name and Money isn't recognizing them as two separate paychecks. Do we have
to enter the deductions from each paycheck manually each time or is there a
way around this?
 

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paycheck, problem, unique
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