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Old 04-16-2007, 02:16 PM
ChrisOlver
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Default Re: Transfers to bank account..



"Chris Cowles" wrote:

- quote -

> "ChrisOlver" <ChrisOlver[at]discussions.microsoft.com> wrote in message
> news:A48B5E91-D160-49F0-B63E-604427983401[at]microsoft.com...
> > > or get a monkey to type in the data manually

> If your 'monkeys' read newsgroups you're likely to suffer from intentional
> errors. That might be justified if that's your attitude toward the people
> who work for you.


Sense of humor... jeezz...
  #1  
Old 04-16-2007, 04:35 AM
Cal Learner-- MVP
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Default Re: Transfers to bank account..

In microsoft.public.money, ChrisOlver wrote:

- quote -

> After importing all the data I went to link up the paypal to bank transfers
> done over the past few months but when I go to change the withdrawal in
> paypal to a transfer to bank account category it adds an additional automatic
> transfer to the bank account register. So it basically looks like we had a
> deposit (which is the orignal record of the withdrawl going in) and the new
> automatically added record for the transfer. Is there no way to link them
> instead of automatically adding a transfer into the bank register.. Money is
> trying to be just to clever


You should have changed the transaction to a transfer in the first
account (bank or Paypal) that you transferred. Then you would look
for the second account you process the transactions for to match to
the then-existing transfer.

For now, Delete or Void each non-transfer duplicate transaction in
the bank account. Sorting the register (View by order of entry
might be of use.
 
Old 04-16-2007, 02:36 AM
Chris Cowles
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Posts: n/a
Default Re: Transfers to bank account..

"ChrisOlver" <ChrisOlver[at]discussions.microsoft.com> wrote in message
news:A48B5E91-D160-49F0-B63E-604427983401[at]microsoft.com...
- quote -

> or get a monkey to type in the data manually

If your 'monkeys' read newsgroups you're likely to suffer from intentional
errors. That might be justified if that's your attitude toward the people
who work for you.

  #-1  
Old 04-16-2007, 02:22 AM
ChrisOlver
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Posts: n/a
Default Transfers to bank account..

Hi Guys,

I got advised to move from our current book keeping software to microsoft
money 2007 hme and small business. We use PayPal and a bank account both of
which we have to either import from a file provided by our online banking or
get a monkey to type in the data manually (we had too for PayPal).

After importing all the data I went to link up the paypal to bank transfers
done over the past few months but when I go to change the withdrawal in
paypal to a transfer to bank account category it adds an additional automatic
transfer to the bank account register. So it basically looks like we had a
deposit (which is the orignal record of the withdrawl going in) and the new
automatically added record for the transfer. Is there no way to link them
instead of automatically adding a transfer into the bank register.. Money is
trying to be just to clever

The easy option would be to remove the first record of the transfer in the
bank account.. (ie the direct debit record).. sounds simple but with
transfers they take a couple of days (up to 10 days in worse case senerio)
but money doesnt allow for this.. As in the transfer from paypal to my bank
account happens on the same day... This isnt the case and just screws up the
account register at the times. (going in the minus figures).

Hope someone can help me with a work around as now it feels like all the
effort to get the data in is wasted

-Chris
 

Tags
account, bank, transfers
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