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Old 03-16-2007, 04:53 PM
eritters
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Posts: n/a
Default Re: Pre-Authorized Withdrawals going to multiple categories MS Mon

Thanks for your response Dick. This might work for some of my pre-authorized
payments that have the same payment amount from month to month (like my car
payment) - I'll have to try this. However, my utilities and some other items
have a variable amount so I am not sure if this would work. Has anyone out
there done this successfully?

"Dick Watson" wrote:

- quote -

> One way--may not work if the Payee mapping gets in the way--is to have the
> pre-authorized ones scheduled in Bills and then hoping Money will "match"
> these up by date/amount. Others will pile on the thread who are dealing with
> this issue.
> I just enter the data by hand and skip all of these complications associated
> with downloaded data.
> "eritters" <eritters[at]discussions.microsoft.com> wrote in message
> news:E7D6AE9E-F8D3-4A6E-8BDB-1F1E34DE7575[at]microsoft.com...
> > Hello, I'm a trail user of MS Money Deluxe and I noticed that when I
> > download
> > my bank information from Merrill Lynch into MS Money 2007 there is a payee
> > called "PRE-AUTHDEBIT." This is for my pre-authorized withdrawals such as
> > my
> > utilities, car payments, membership payments. Even if I manually change
> > the
> > categories for each individual transaction, the next time I import data,
> > the
> > category that all transactions associated with PRE-AUTHDEBIT goes to is
> > always utilities which is not what I want. The "memo" field actually
> > contains useful information that could be used to properly auto-categorize
> > the transactions but I don't know how to make MS Money use this field
> > instead
> > of PRE-AUTHDEBIT for these transactions. Anyone know how to fix my
> > dilemma?

 
Old 03-15-2007, 06:51 PM
Dick Watson
Guest
 
Posts: n/a
Default Re: Pre-Authorized Withdrawals going to multiple categories MS Money 2

One way--may not work if the Payee mapping gets in the way--is to have the
pre-authorized ones scheduled in Bills and then hoping Money will "match"
these up by date/amount. Others will pile on the thread who are dealing with
this issue.

I just enter the data by hand and skip all of these complications associated
with downloaded data.

"eritters" <eritters[at]discussions.microsoft.com> wrote in message
news:E7D6AE9E-F8D3-4A6E-8BDB-1F1E34DE7575[at]microsoft.com...
- quote -

> Hello, I'm a trail user of MS Money Deluxe and I noticed that when I
> download
> my bank information from Merrill Lynch into MS Money 2007 there is a payee
> called "PRE-AUTHDEBIT." This is for my pre-authorized withdrawals such as
> my
> utilities, car payments, membership payments. Even if I manually change
> the
> categories for each individual transaction, the next time I import data,
> the
> category that all transactions associated with PRE-AUTHDEBIT goes to is
> always utilities which is not what I want. The "memo" field actually
> contains useful information that could be used to properly auto-categorize
> the transactions but I don't know how to make MS Money use this field
> instead
> of PRE-AUTHDEBIT for these transactions. Anyone know how to fix my
> dilemma?



  #-1  
Old 03-15-2007, 05:53 PM
eritters
Guest
 
Posts: n/a
Default Pre-Authorized Withdrawals going to multiple categories MS Money 2

Hello, I'm a trail user of MS Money Deluxe and I noticed that when I download
my bank information from Merrill Lynch into MS Money 2007 there is a payee
called "PRE-AUTHDEBIT." This is for my pre-authorized withdrawals such as my
utilities, car payments, membership payments. Even if I manually change the
categories for each individual transaction, the next time I import data, the
category that all transactions associated with PRE-AUTHDEBIT goes to is
always utilities which is not what I want. The "memo" field actually
contains useful information that could be used to properly auto-categorize
the transactions but I don't know how to make MS Money use this field instead
of PRE-AUTHDEBIT for these transactions. Anyone know how to fix my dilemma?
 

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categories, money, multiple, preauthorized, withdrawals
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