Thanks Guys, for the feedback. Its good to know I havent made some
great faux-pas by arbitrarily mixing the two types of transactions.

Interesting too, to note about the splits. I wonder why MS software
always develops these bizarre restrictions over time. Its like they
design each bit in perfect isolation without thinking about the
software as a whole (Im a software engineer myself, so I do understand
its not a simple task).

Anyway, another thing I noticed is that when automatically recognising
transactions when importing downloaded statements, money will never
seem to recognise automatically choose a transaction of Type: Transfer,
even if all historic occurrences has used that. It has no problems
recognising Transactions with a category of Transfer To:, and so for
that reason I think Ill stop using Transfer Type completely.

Thanks
Paul

I don't know how they implemented it. I do know that in all cases besides
Transaction Forms (reports, the accounting, MoneyLink extracts, QIF exports)
the results are the same. That's what counts for me. The rest (the TFs) are
just UI foofoo.

And I'm not saying don't use TFs. If that's what works for somebody/you more
power to them/you.

"Mark Horn" <mark[at]hornclan.com> wrote in message
news:slrnenj932.6d6.mark[at]home.hornclan.com...
- quote -

On 2006-12-08, Dick Watson <littlegreengecko[at]mind-enufalready-spring.com> wrote:
- quote -

I suspect that neither of us really knows what's happening under the
covers. It *could* be that turning off transaction forms makes two
different transaction types look like the same thing. Or it could
be that turning on transaction forms makes one transaction type
look like two different things. I don't know which is the case.
And I understand why you dislike the forms. My continued use of
them may very well be just that it's what I'm used to.

But of course, the bigger point to the OP is always use the special
transfer to category. This can be accomplished by either:

a) turning off transaction forms
b) ignoring the transfer tab if you leave the forms on

Cheers!

I haven't played with it, but it isn't surprising to me they felt compelled
to build this kind of logic in. As noted, it's still functionally a
Transfer:name of account, no matter how they elect to display it in
transaction forms vs. not, so it just highlights how the transaction forms
obfuscate the reality.

"Mark Horn" <mark[at]hornclan.com> wrote in message
news:slrnenglkd.85o.mark[at]home.hornclan.com...
- quote -

On 2006-12-05, Dick Watson <littlegreengecko[at]mind-enufalready-spring.com> wrote:
- quote -

Hmmm... that's not been my experience. There appears to be a
transaction type that is a transfer, and a transaction type that uses
the special trasfer as a category. I say this because when using
transaction forms, I can create a transaction using the transfer
category and it reliably stays as that when I come back to it.
The same applies to transfer transactions.

When I turn off transaction forms, they all appear to get converted
to the special transfer category, but the once that were created
with the transfer form, go right back to appearing that way when
I turn the transaction forms back on.

Of course, I don't know what's actually happening "under the covers"
but it looks like there's some additional piece of information that's
being stored so that money displays the transactions the way it they
were created. And, of course, if you want to avoid the confusion,
just turn off transaction forms which then presents all transfers
in one manner.

Under the covers of Transaction Forms, that's ALWAYS what they use/store in
the register.

"Mark Horn" <mark[at]hornclan.com> wrote in message
news:slrnenantc.406.mark[at]home.hornclan.com...
- quote -

On 2006-12-04, Cal Learner-- MVP <via_newsgroup[at]please.tnx> wrote:
- quote -

I meant "Transfer To:" to also include "Transfer From:".
The distinction was between the special transfer category and the
transfer transcation type, which is really only available if you
have transaction forms on. If you have them turned off, I believe
all transfers use the special transfer category.

In this case, you can't, IIRC. Create a scheduled transfer in your
preferred manner, e.g., schedule a deposit. Go back to edit it. It may
morph into a transfer.
--
Chris Cowles
Gainesville, FL


"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:O5k15mBGHHA.3304[at]TK2MSFTNGP05.phx.gbl...
- quote -

Another reason to Just Turn 'Em Off. They get in the way of perfectly legal
operations/transactions and delay the day users understand what makes a
legal transaction and why.

"Chris Cowles" <spam_magnet[at]remove-me-bellsouth.net> wrote in message
news:eIRkVUBGHHA.1216[at]TK2MSFTNGP05.phx.gbl...
- quote -

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:uUnIlj8FHHA.4116[at]TK2MSFTNGP05.phx.gbl...
- quote -

I believe scheduling a transfer may result in it converting to a transfer
form on subsequent edit, even if you didn't create it that way initially.
Mark's observation about being unable to edit it to a split applies, in
that case.
--
Chris Cowles
Gainesville, FL

In microsoft.public.money, Mark Horn wrote:

- quote -

That does not agree with my experience. Did what you wrote came out
as you intended, or did the "To" slip in by mistake?



- quote -

On 2006-12-04, Dick Watson <littlegreengecko[at]mind-enufalready-spring.com> wrote:
- quote -

Yes, that's true. If you have Transaction Forms turned off,
then there's no way to create a transfer transaction. You *must*
create a normal transaction and use the "Transfer To:" category.
That definately simplifies the whole transfer concept. On the other
hand, I like transaction forms - it may just be that I'm used to
them. I've tried operating w/out them. I didn't like it. So mine
stay on. But I have to remember not to use the "transfer" tab.

For a minute, I didn't understand the distinction Mark was trying to make.
But there is one area where this distinction does exist: Transaction Forms.

Transaction Forms: Just Turn 'Em Off.

"Mark Horn" <mark[at]hornclan.com> wrote in message
news:slrnen8ha5.hgj.mark[at]home.hornclan.com...
- quote -

On 2006-12-03, Carpii <carpathia[at]gmail.com> wrote:
- quote -

There really isn't much difference between the two. However, I tend
to use the category "Transfer To: Accountname" more frequently than
the transfer type. The reason is that if, later on, I decide that
I really needed to split that transaction, I can do it if I'm using
the transfer category, but I can't if it's a transfer transaction.

For example, my wife goes to the ATM and gets out $50. Initially,
I might make this a transfer from checking to her cash account.
But she might tell me later on that $20 of that really went to me.
I could handle this one of two ways: either a $20 transfer from her
cash account to my cash account. Or I could go to the original
transfer and split it into a transfer of $20 to my cash account
and $30 to her cash account.

My point is that using the "transfer" category gives me options that
I don't have if the transaction is a transfer type. So I tend to
prefer using the "Transfer to:" category.

- quote -

I don't think you should be worried about any of that. They're both
transfers and Money treates both the same. Of course, as Dick
cautions, you do have to be careful of the issue mentioned in this
FAQ: http://umpmfaq.info/faqdb.php?q=167

- quote -

When I'm paying my credit cards, I tend to use

"Credit Card Payment: account name"

The trick though is to make sure that you're actually making
a transfer. If you have Money 05 or later go into categories and
delete the expense category named "Credit Card Payments/Transfer".
See the FAQ for the rationale.

Unless I'm missing something, there isn't a difference between the two -
both are transfers between accounts.

--
Michael Gordon


"Carpii" <carpathia[at]gmail.com> wrote in message
news:1165172129.758450.253390[at]j44g2000cwa.googlegroups.com...
- quote -

Can you give us some more context? What edition of Money? What version? Are
you using Essential or Advanced Register? These kinds of questions used to
be easy to answer, but Microsoft has created chaos in recent versions.

In general, see http://umpmfaq.info/faqdb.php?q=167. IF you are using M05 or
newer and Standard or Deluxe or above but not M07 Essential (MEss) and are
using Advanced not Essential Registers, then this applies to you and may
answer the question I think you are asking.

"Carpii" <carpathia[at]gmail.com> wrote in message
news:1165172129.758450.253390[at]j44g2000cwa.googlegroups.com...
- quote -

I have several accounts which I transfer money between using online
banking.

Money allows two ways to record this: Either create a Transaction with
a type of Transfer, or create a withdrawal Transaction and set its
Category to 'Transfer To: Accountname'

Im wondering what impact it has if I choose one way over the other.
Would it affect any reports, or is there anything I should be aware of
when choosing? At the moment Im not even consistent in which one I
pick, and so Im worried I could be messing up my accounts.

Also, If I wanted to record a balance payment to my credit card, should
I choose Transfer To 'Barclaycard Account', or create a Transfer
transaction type for this?

Thanks