Recurring bills

#4 10-02-2006, 03:46 PM

Glad to help, Julian.

--
Michael Gordon

"Talyrond" <Talyrond[at]discussions.microsoft.com> wrote in message
news:41D2F7C7-E9C5-4CCF-A516-37413225D54D[at]microsoft.com...
- quote -

> Thans for all your help!
> Julian
> "Michael Gordon, MVP" wrote:
> > There aren't any good books, Julian, so this is the best place to come
> > for
> > help. You're right: check the box for "automatically enter". Money is
> > pretty
> > good on matching payees, using the Payee Rules Manager. Easiest thing is
> > for
> > you to go through a cycle of downloading/matching and then to tweak it
> > then.
> > > --
> > Michael Gordon
> > MVP
> > > > "Talyrond" <Talyrond[at]discussions.microsoft.com> wrote in message
> > news:59B67A49-AF1E-4D01-A1D7-53086F06B10F[at]microsoft.com...
> > > Hi, thanks for the reply
> > > > > A couple of questions, you said 'you can set it up so Money adds the
> > > transaction before it actually occurs and is downloaded', do I check
> > > the
> > > box
> > > 'Automatically enter transaction into my register the following number
> > > of
> > > days before payment date' on the create a recurring bull page?
> > > What is the criteria for a match on a downloaded transaction, I can
> > > only
> > > imagine that the Payee field should have match, but I notice on some of
> > > my
> > > transaction for the same bill has different payee text. I what to be
> > > able
> > > to
> > > test and see this happening, but have had no luck so far.
> > > > > If I do not understand how something works, I get frustrated and tend
> > > to
> > > loose interest. I have no doubt that Money is an excellent product but
> > > the
> > > word 'Black Box' seems very appropriate!
> > > There are so many aspects that I have may questions about, there is
> > > just
> > > no
> > > info about at the level I want, could you recommend any good books?
> > > > > Thanks
> > > > > Julian
> > > > >

#3 10-02-2006, 12:50 PM

Thans for all your help!

Julian

"Michael Gordon, MVP" wrote:

- quote -

> There aren't any good books, Julian, so this is the best place to come for
> help. You're right: check the box for "automatically enter". Money is pretty
> good on matching payees, using the Payee Rules Manager. Easiest thing is for
> you to go through a cycle of downloading/matching and then to tweak it then.
> --
> Michael Gordon
> MVP
> "Talyrond" <Talyrond[at]discussions.microsoft.com> wrote in message
> news:59B67A49-AF1E-4D01-A1D7-53086F06B10F[at]microsoft.com...
> > Hi, thanks for the reply
> > > A couple of questions, you said 'you can set it up so Money adds the
> > transaction before it actually occurs and is downloaded', do I check the
> > box
> > 'Automatically enter transaction into my register the following number of
> > days before payment date' on the create a recurring bull page?
> > What is the criteria for a match on a downloaded transaction, I can only
> > imagine that the Payee field should have match, but I notice on some of my
> > transaction for the same bill has different payee text. I what to be able
> > to
> > test and see this happening, but have had no luck so far.
> > > If I do not understand how something works, I get frustrated and tend to
> > loose interest. I have no doubt that Money is an excellent product but the
> > word 'Black Box' seems very appropriate!
> > There are so many aspects that I have may questions about, there is just
> > no
> > info about at the level I want, could you recommend any good books?
> > > Thanks
> > > Julian
>

#2 09-29-2006, 02:39 PM

There aren't any good books, Julian, so this is the best place to come for
help. You're right: check the box for "automatically enter". Money is pretty
good on matching payees, using the Payee Rules Manager. Easiest thing is for
you to go through a cycle of downloading/matching and then to tweak it then.

--
Michael Gordon
MVP

"Talyrond" <Talyrond[at]discussions.microsoft.com> wrote in message
news:59B67A49-AF1E-4D01-A1D7-53086F06B10F[at]microsoft.com...
- quote -

> Hi, thanks for the reply
> A couple of questions, you said 'you can set it up so Money adds the
> transaction before it actually occurs and is downloaded', do I check the
> box
> 'Automatically enter transaction into my register the following number of
> days before payment date' on the create a recurring bull page?
> What is the criteria for a match on a downloaded transaction, I can only
> imagine that the Payee field should have match, but I notice on some of my
> transaction for the same bill has different payee text. I what to be able
> to
> test and see this happening, but have had no luck so far.
> If I do not understand how something works, I get frustrated and tend to
> loose interest. I have no doubt that Money is an excellent product but the
> word 'Black Box' seems very appropriate!
> There are so many aspects that I have may questions about, there is just
> no
> info about at the level I want, could you recommend any good books?
> Thanks
> Julian

#1 09-29-2006, 11:11 AM

Hi, thanks for the reply

A couple of questions, you said ‘you can set it up so Money adds the
transaction before it actually occurs and is downloaded’, do I check the box
‘Automatically enter transaction into my register the following number of
days before payment date’ on the create a recurring bull page?
What is the criteria for a match on a downloaded transaction, I can only
imagine that the Payee field should have match, but I notice on some of my
transaction for the same bill has different payee text. I what to be able to
test and see this happening, but have had no luck so far.

If I do not understand how something works, I get frustrated and tend to
loose interest. I have no doubt that Money is an excellent product but the
word ‘Black Box’ seems very appropriate!
There are so many aspects that I have may questions about, there is just no
info about at the level I want, could you recommend any good books?

Thanks

Julian

09-28-2006, 11:34 PM

You can select whether transactions are added automatically (by the program)
or manually (by you). In the case you describe, you can set it up so Money
adds the transaction before it actually occurs and is downloaded. Then Money
should match the downloaded transaction to the one it automatically added.
There are other options, so let us know if this isn't what you want.

--
Michael Gordon
MVP

"Talyrond" <Talyrond[at]discussions.microsoft.com> wrote in message
news:B695470A-4E4C-494C-88A7-99D17390014C[at]microsoft.com...
- quote -

> I am new to Money and am very frustrated at the moment!
> I am trying to get my head around recurring bills, here's my situation:
> I have created my current account and populated with data automatically on
> line.
> If I make one of the transaction recurring, what is going to happen in the
> future, the recurring bill will be added to the register and also the
> transaction automatically by the on line update, because it is paid by
> direct
> debit every month
> I just do not get it, will money recognise the automatic transaction?
> I have been unable to find any satisfactory answers anywhere
> Any help appreciated
> Julian
> Any help appreciated
> Julian

#-1 09-28-2006, 08:58 PM

I am new to Money and am very frustrated at the moment!

I am trying to get my head around recurring bills, here’s my situation:
I have created my current account and populated with data automatically on
line.
If I make one of the transaction recurring, what is going to happen in the
future, the recurring bill will be added to the register and also the
transaction automatically by the on line update, because it is paid by direct
debit every month
I just do not get it, will money recognise the automatic transaction?
I have been unable to find any satisfactory answers anywhere

Any help appreciated

Julian

Any help appreciated

Julian

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