Money 2006 Premium: Can I can a withdrawal to a transfer?

#10 03-23-2007, 10:50 AM

Of course you are correct. For a WD -> Transfer switch the Transfer seems
discoverable in the standard ways. For the opposite switch, Options|Change
Transaction To seems to do the trick. I wonder why this comes up from time
to time?

"Michael Gordon" <gordonm[at]denison.edu> wrote in message
news:uPrVy8%23aHHA.1388[at]TK2MSFTNGP05.phx.gbl...
- quote -

> You'll have to be surprised elsewhere, DIck -- it shows, is selectable and
> typeable. I do it all the time. But then again I use TFs all the time

#9 03-22-2007, 02:36 PM

All I can say for sure is: this question comes up occasionally and turning
off TF always solves it for the OPs. So, I recommend it to people. The track
record is pretty good on it solving people's issues.

The last time it came up, I did test it (can't say what version that was
under) and saw the same issue that it wasn't immediately apparent how to
change it. Perhaps I didn't try enough of the right voojoo. Can't say. I'll
revisit tonight under M07 to refresh my addled memory.

"Michael Gordon" <gordonm[at]denison.edu> wrote in message
news:uPrVy8%23aHHA.1388[at]TK2MSFTNGP05.phx.gbl...
- quote -

> You'll have to be surprised elsewhere, DIck -- it shows, is selectable and
> typeable. I do it all the time. But then again I use TFs all the time

#8 03-22-2007, 12:13 PM

You will need to just try it. The TF puts a new qualifier on the transaction,
it can be a withdrawal, deposit, or transfer. But a transfer transaction
doesn't seem to let you change it to a withdrawal, that is, unless you turn
off the TF. Although there are times you can change the transaction type to
one of the others using the options drop down on the TF, but not always. This
UI inhomogeniety has been a thorn for me forever, and Dick's trick seems to
resolve things.

"Michael Gordon" wrote:

- quote -

> I must be missing something -- why is it necessary to turn off Transaction
> Forms to accomplish this? The category field can be edited either way.
> --
> Michael Gordon
> "Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
> message news:Oh%23mznwaHHA.4888[at]TK2MSFTNGP06.phx.gbl...
> > I had to think for a while to figure out why this wasn't a trick question.
> > Then Transaction Forms occurred to me. Most users who have used Money for
> > very long end up with them off and they never go back on. This is one
> > example of why that is.
> > > Glad I could help. thanks for the feedback.
> > > "W'" <W[at]discussions.microsoft.com> wrote in message
> > news:803C8E1E-8361-479D-9465-3B189C7594A9[at]microsoft.com...
> > > I don't think it is a trick question! I've been wanting to do just this
> > > forever (make a transfer a withdrawal) and never thought of turning the
> > > stupid Transaction Forms off to do this.
> > > > > So now I have another powerful tool in my arsenal to fight bad
> > > programming.
> >

#7 03-21-2007, 06:29 PM

You'll have to be surprised elsewhere, DIck -- it shows, is selectable and
typeable. I do it all the time. But then again I use TFs all the time

--
Michael Gordon

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:OTnMF%238aHHA.1244[at]TK2MSFTNGP04.phx.gbl...
- quote -

> I'm not sure Withdrawal will show Transfer in the Pull Down on TFs. You
> might be able to type it. But it wouldn't surprise me if the TFs prevent
> that.
> "Michael Gordon" <gordonm[at]denison.edu> wrote in message
> news:OSZ3y37aHHA.3272[at]TK2MSFTNGP03.phx.gbl...
> > True, but wasn't the original question about changing from a withdrawal
> > (which does have a category field) to a transfer?

#6 03-21-2007, 02:42 PM

I'm not sure Withdrawal will show Transfer in the Pull Down on TFs. You
might be able to type it. But it wouldn't surprise me if the TFs prevent
that.

"Michael Gordon" <gordonm[at]denison.edu> wrote in message
news:OSZ3y37aHHA.3272[at]TK2MSFTNGP03.phx.gbl...
- quote -

> True, but wasn't the original question about changing from a withdrawal
> (which does have a category field) to a transfer?

#5 03-21-2007, 12:36 PM

True, but wasn't the original question about changing from a withdrawal
(which does have a category field) to a transfer?

--
Michael Gordon

"Chris Cowles" <spam_magnet[at]remove-me-bellsouth.net> wrote in message
news:e7mm$l1aHHA.208[at]TK2MSFTNGP05.phx.gbl...
- quote -

> "Michael Gordon" <gordonm[at]denison.edu> wrote in message
> news:%23TqQA40aHHA.4220[at]TK2MSFTNGP03.phx.gbl...
> > I must be missing something -- why is it necessary to turn off Transaction
> > Forms to accomplish this? The category field can be edited either way.
> IIRC, a transfer in a transaction form doesn't have a category field. It
> only has to/from account fields.
> --
> Chris Cowles
> Gainesville, FL

#4 03-21-2007, 12:37 AM

"Michael Gordon" <gordonm[at]denison.edu> wrote in message
news:%23TqQA40aHHA.4220[at]TK2MSFTNGP03.phx.gbl...
- quote -

> I must be missing something -- why is it necessary to turn off Transaction
> Forms to accomplish this? The category field can be edited either way.

IIRC, a transfer in a transaction form doesn't have a category field. It
only has to/from account fields.
--
Chris Cowles
Gainesville, FL

#3 03-20-2007, 11:15 PM

I must be missing something -- why is it necessary to turn off Transaction
Forms to accomplish this? The category field can be edited either way.

--
Michael Gordon

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:Oh%23mznwaHHA.4888[at]TK2MSFTNGP06.phx.gbl...
- quote -

> I had to think for a while to figure out why this wasn't a trick question.
> Then Transaction Forms occurred to me. Most users who have used Money for
> very long end up with them off and they never go back on. This is one
> example of why that is.
> Glad I could help. thanks for the feedback.
> "W'" <W[at]discussions.microsoft.com> wrote in message
> news:803C8E1E-8361-479D-9465-3B189C7594A9[at]microsoft.com...
> > I don't think it is a trick question! I've been wanting to do just this
> > forever (make a transfer a withdrawal) and never thought of turning the
> > stupid Transaction Forms off to do this.
> > > So now I have another powerful tool in my arsenal to fight bad
> > programming.

#2 03-20-2007, 03:08 PM

I had to think for a while to figure out why this wasn't a trick question.
Then Transaction Forms occurred to me. Most users who have used Money for
very long end up with them off and they never go back on. This is one
example of why that is.

Glad I could help. thanks for the feedback.

"W'" <W[at]discussions.microsoft.com> wrote in message
news:803C8E1E-8361-479D-9465-3B189C7594A9[at]microsoft.com...
- quote -

> I don't think it is a trick question! I've been wanting to do just this
> forever (make a transfer a withdrawal) and never thought of turning the
> stupid Transaction Forms off to do this.
> So now I have another powerful tool in my arsenal to fight bad
> programming.

#1 03-20-2007, 03:00 PM

I don't think it is a trick question! I've been wanting to do just this
forever (make a transfer a withdrawal) and never thought of turning the
stupid Transaction Forms off to do this.

So now I have another powerful tool in my arsenal to fight bad programming.

Thanks, Dick.

"Dick Watson" wrote:

- quote -

> Maybe this is a trick question.
> Sure. (Turn off Transaction Forms first if they are turned on,) Edit the
> transaction and change the category from, say, Bills : Credit Card to
> Transfer : [name of Money Credit Card Account].
> This assume you are using Advanced Register.
> "Rod" <rod[at]no.spam> wrote in message
> news:%23GpCyCqaHHA.4220[at]TK2MSFTNGP03.phx.gbl...
> > Last night I paid one of my credit cards from my checking account. For
> > whatever reason, I forgot to enter it into MS Money as a transfer from my
> > checking account to my savings account. And, I also paid it via ePay.
> > > Is there any way in MS Money 2006 Premium to change the withdrawal into a
> > transfer?

03-20-2007, 10:55 AM

Maybe this is a trick question.

Sure. (Turn off Transaction Forms first if they are turned on,) Edit the
transaction and change the category from, say, Bills : Credit Card to
Transfer : [name of Money Credit Card Account].

This assume you are using Advanced Register.

"Rod" <rod[at]no.spam> wrote in message
news:%23GpCyCqaHHA.4220[at]TK2MSFTNGP03.phx.gbl...
- quote -

> Last night I paid one of my credit cards from my checking account. For
> whatever reason, I forgot to enter it into MS Money as a transfer from my
> checking account to my savings account. And, I also paid it via ePay.
> Is there any way in MS Money 2006 Premium to change the withdrawal into a
> transfer?

#-1 03-20-2007, 02:34 AM

Last night I paid one of my credit cards from my checking account. For
whatever reason, I forgot to enter it into MS Money as a transfer from my
checking account to my savings account. And, I also paid it via ePay.

Is there any way in MS Money 2006 Premium to change the withdrawal into a
transfer?

Rod

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