Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
  #5  
Old 06-27-2006, 11:42 PM
Mike 'Flyin'8'
Guest
 
Posts: n/a
Default Re: Estimate Payment based upon X# of past transactions????

I am sure that would fix the "problem" as I have described it...
However, I am not interested in changing the way I conduct my
finances. I just want to see if I can make MS Money conform to my way
of doing things.


- quote -

> <Flyin'8[at]here.com> wrote in message
> news:20060627161655.011$kq[at]newsreader.com...
> > I added a recurring transfer and that seems to fix that issue, but now
> > another issue is created...
> > > I do not have a regular schedule for paying off the credit card... I may

> > pay it off this week, and then wait 3 weeks to pay it again. Other times
> > I
> > may pay it off on a Monday, then again on a Friday. I guess what I am
> > getting at is: Is there a way to create a recurring bill/transfer which
> > is
> > not on a set schedule? If not, how can I accomplish my objective of
> > having
> > a correct cash flow graph which takes into account my payoffs on the
> > credit
> > card at irregular intervals?

> Assuming there is a grace period during which you do not accrue interest if
> paid off in full, why not just pay it regularly, once per month? Would that
> not simplify the task?


Mike Flyin' 8
  #4  
Old 06-27-2006, 10:47 PM
Chris Cowles
Guest
 
Posts: n/a
Default Re: Estimate Payment based upon X# of past transactions????

<Flyin'8[at]here.com> wrote in message
news:20060627161655.011$kq[at]newsreader.com...
- quote -

> I added a recurring transfer and that seems to fix that issue, but now
> another issue is created...
> I do not have a regular schedule for paying off the credit card... I may
> pay it off this week, and then wait 3 weeks to pay it again. Other times
> I
> may pay it off on a Monday, then again on a Friday. I guess what I am
> getting at is: Is there a way to create a recurring bill/transfer which
> is
> not on a set schedule? If not, how can I accomplish my objective of
> having
> a correct cash flow graph which takes into account my payoffs on the
> credit
> card at irregular intervals?


Assuming there is a grace period during which you do not accrue interest if
paid off in full, why not just pay it regularly, once per month? Would that
not simplify the task?
--
Chris Cowles
Gainesville, FL



  #3  
Old 06-27-2006, 08:16 PM
Flyin'8@here.com
Guest
 
Posts: n/a
Default Re: Estimate Payment based upon X# of past transactions????

I added a recurring transfer and that seems to fix that issue, but now
another issue is created...

I do not have a regular schedule for paying off the credit card... I may
pay it off this week, and then wait 3 weeks to pay it again. Other times I
may pay it off on a Monday, then again on a Friday. I guess what I am
getting at is: Is there a way to create a recurring bill/transfer which is
not on a set schedule? If not, how can I accomplish my objective of having
a correct cash flow graph which takes into account my payoffs on the credit
card at irregular intervals?

"Glyn Simpson, MVP" <glyn[at]serf.org> wrote:
- quote -

> You would need to match them either against the bills/deposits entry, or
> enter the bills/deposits entry into the account register first as an
> estimate, and then match the transaction downloaded against the
> bills/deposits one.
> --
> Glyn Simpson, Microsoft MVP - Money
> http://money.mvps.org
> See http://money.mvps.org/faq/default.aspx 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
> "Mike 'Flyin'8'" <yeah.right[at]guess.again> wrote in message
> news:70eu92l1sadfuefe1hpq5pjb84eq7h2p3g[at]4ax.com...
> > Almost all of my entries are downloaded... I then go into each one and
> > assign a catagory. How would I modify the way I am doing things to
> > allow Money to accurately estimate the bills? I have several bills
> > set up in the Bill section but it seems that is still will not
> > properly estimate the transactions.
> > > > On Sun, 25 Jun 2006 20:34:23 +0100, "Glyn Simpson, MVP"

> > <glyn[at]serf.org> wrote:
> > > > The calculation is based on entries which appear in the bills history -
> > > ie.
> > > those which have been entered through the bills/deposits place. Do you
> > > have
> > > any entries in the history which it can use, or are the payments you
> > > usually
> > > make entered through the account register manually (or downloaded)?
> > > Mike Flyin' 8


--
Mike Flyin'8
PP-ASEL
Temecula, CA
http://flying.4alexanders.com
  #2  
Old 06-26-2006, 07:37 PM
Glyn Simpson, MVP
Guest
 
Posts: n/a
Default Re: Estimate Payment based upon X# of past transactions????

You would need to match them either against the bills/deposits entry, or
enter the bills/deposits entry into the account register first as an
estimate, and then match the transaction downloaded against the
bills/deposits one.

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

See http://money.mvps.org/faq/default.aspx 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

"Mike 'Flyin'8'" <yeah.right[at]guess.again> wrote in message
news:70eu92l1sadfuefe1hpq5pjb84eq7h2p3g[at]4ax.com...
- quote -

> Almost all of my entries are downloaded... I then go into each one and
> assign a catagory. How would I modify the way I am doing things to
> allow Money to accurately estimate the bills? I have several bills
> set up in the Bill section but it seems that is still will not
> properly estimate the transactions.
> On Sun, 25 Jun 2006 20:34:23 +0100, "Glyn Simpson, MVP"
> <glyn[at]serf.org> wrote:
> > The calculation is based on entries which appear in the bills history -
> > ie.
> > those which have been entered through the bills/deposits place. Do you
> > have
> > any entries in the history which it can use, or are the payments you
> > usually
> > make entered through the account register manually (or downloaded)?

> Mike Flyin' 8



  #1  
Old 06-26-2006, 01:30 AM
Mike 'Flyin'8'
Guest
 
Posts: n/a
Default Re: Estimate Payment based upon X# of past transactions????

Almost all of my entries are downloaded... I then go into each one and
assign a catagory. How would I modify the way I am doing things to
allow Money to accurately estimate the bills? I have several bills
set up in the Bill section but it seems that is still will not
properly estimate the transactions.


On Sun, 25 Jun 2006 20:34:23 +0100, "Glyn Simpson, MVP"
<glyn[at]serf.org> wrote:

- quote -

> The calculation is based on entries which appear in the bills history - ie.
> those which have been entered through the bills/deposits place. Do you have
> any entries in the history which it can use, or are the payments you usually
> make entered through the account register manually (or downloaded)?


Mike Flyin' 8
 
Old 06-25-2006, 07:34 PM
Glyn Simpson, MVP
Guest
 
Posts: n/a
Default Re: Estimate Payment based upon X# of past transactions????

The calculation is based on entries which appear in the bills history - ie.
those which have been entered through the bills/deposits place. Do you have
any entries in the history which it can use, or are the payments you usually
make entered through the account register manually (or downloaded)?

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

See http://money.mvps.org/faq/default.aspx 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

"Mike 'Flyin'8'" <yeah.right[at]guess.again> wrote in message
newsint92ptkkq5fbctfdi0hr37itf09dcj7n[at]4ax.com...
- quote -

> I was looking at my cash flow in MS Money 2006 and noticed that the
> credit card I use for day to day purchases has an ever increasing
> balance. This is incorrect becaue I pay it off every couple of weeks.
> In an attempt to fix this, I created a recurring transaction to
> transfer from checking to credit card. This is fine, except the
> balance varies from week to week. For the transaction I selected
> "Estimate based up last 6 payments" When I go back into my upcoming
> bills it shows this upcoming transaction as ~$0.00
> If I set the transaction amount to a fixed dollar number, the cashflow
> graph looks right. I would rather have an estimated amount that can
> vary based upon my spending habits without having to manually change
> it.
> It seems it should have calculated this # based upon the last 6 credit
> card payments. Rather than put a fixed amount, how can I make MS
> Money 2006 use the estimate like I want?
> Mike Flyin' 8



  #-1  
Old 06-25-2006, 07:10 PM
Mike 'Flyin'8'
Guest
 
Posts: n/a
Default Estimate Payment based upon X# of past transactions????

I was looking at my cash flow in MS Money 2006 and noticed that the
credit card I use for day to day purchases has an ever increasing
balance. This is incorrect becaue I pay it off every couple of weeks.
In an attempt to fix this, I created a recurring transaction to
transfer from checking to credit card. This is fine, except the
balance varies from week to week. For the transaction I selected
"Estimate based up last 6 payments" When I go back into my upcoming
bills it shows this upcoming transaction as ~$0.00

If I set the transaction amount to a fixed dollar number, the cashflow
graph looks right. I would rather have an estimated amount that can
vary based upon my spending habits without having to manually change
it.

It seems it should have calculated this # based upon the last 6 credit
card payments. Rather than put a fixed amount, how can I make MS
Money 2006 use the estimate like I want?
Mike Flyin' 8
 

Tags
based, estimate, past, payment, transactions
Similar Threads
Thread Forum Replies Last Post
Money 2006 - Can't match to past transactions, only future?
bmstroh@gmail.com: There seems to be a recurring problem in my Money file, in that the only transactions I have to select from when matching downloaded transactions. ...
Microsoft Money 6 04-22-2006 04:27 PM
Bills>Estimate amount based on last X number of instances
Chris Cowles: 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...
Microsoft Money 6 10-20-2005 07:06 AM
credit card payment based on statement period
PWalker: Hi, I have MS 2006 Deluxe. I was wondering whether it was possible for Money to set up a bill payment that transfers money from my savings account...
Microsoft Money 3 09-15-2005 11:23 PM
Mortgage: Past Transactions
BDC: I imported data from Quicken, and the mortgage didn't quite make the conversion. I have tried creating a new mortgage, hoping to get Money to...
Microsoft Money 6 05-31-2005 02:35 PM
Entering past transactions
Cindy: Anyone know how to keep track of old transactions? I.e. we are just setting up money on our system, but want to be able to add stuff from Jan 04...
Microsoft Money 3 08-30-2004 05:27 PM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 08:08 PM.