p.s., my link should have read http://umpmfaq.info/faqdb.php?q=189.

As to repeating the complaint re. recurrence model, it can't hurt but the
evidence is that it is unlikely to help. But don't give up...

"Randy" <nospam[at]comcast.net> wrote in message
news:%23HZiHDInHHA.5052[at]TK2MSFTNGP04.phx.gbl...
- quote -

Thanks for your prompt reply. I think the $0 Wages was automatic since the
Paycheck model is assuming there are wages. Maybe I can delete that, but I
don't recall if I could or not. $0 does work ok though.

I have seen mention of the frequency problem before too. My thinking is that
repeating it may prompt someone at MS to take a look at correcting it..
Silly me :-)

Randy

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:eeHs2uHnHHA.4516[at]TK2MSFTNGP05.phx.gbl...
- quote -

BlankThat looks like a perfectly acceptable solution to me (though I'm not
clear why you have the $0 Wages entry). Given what Money provides, I'm not
sure there is a better one. See also http://umpmfaq.info/fawdb.php?q=189 for
some more thoughts. There is no one right way.

The lameness of the Money recurrence scheduling model is a frequent topic of
discussion in the newsgroup. Still it is what it is.

"Randy" <nospam[at]comcast.net> wrote in message
news:Oj$IPSHnHHA.960[at]TK2MSFTNGP03.phx.gbl...
When I make an IRA withdrawal, it should show up as income. What I have done
is create a paycheck transaction... I get an deposit into checking (
electronic transfer). This is the net deposit of X dollars, within the pay
check are these entries;

Example:

Wages
Wages and Salary's : Gross Pay = 0
Retirement Income : IRA Distribution = 1000
Transfer from IRA : SomeAccount(cash) = 1000 [ (SomeAccount) is the name of
the financial institution.]

Deductions before taxes
Miscellaneous: BookEntryAdjustment = 1000

Deposit = 1000

This creates a balanced transaction, but then I have to customize reports to
exclude the BookEntryAdjustment from the reports.

If I don't have the IRA Distribuition line I don't the see the money as
income, and if I don't have the transfer from IRA, the portfolio is out of
balance.

Is there a better way to do this or is this all I can do as a workaround?

Another problem in Money 2007 is it can not handle Social Security's
"Frequency" method of deposits; i.e. 4th Wednesday of the month or in other
peoples cases the 1st, 2nd or 3rd Wednesday -- I set it up for once a
month, on a day near the end of the month, and adjust actual due date after
each months deposit. -- One of those annoyances that should be built in.

BlankWhen I make an IRA withdrawal, it should show up as income. What I have done is create a paycheck transaction... I get an deposit into checking ( electronic transfer). This is the net deposit of X dollars, within the pay check are these entries;

Example:

Wages
Wages and Salary's : Gross Pay = 0
Retirement Income : IRA Distribution = 1000
Transfer from IRA : SomeAccount(cash) = 1000 [ (SomeAccount) is the name of the financial institution.]

Deductions before taxes
Miscellaneous: BookEntryAdjustment = 1000

Deposit = 1000

This creates a balanced transaction, but then I have to customize reports to exclude the BookEntryAdjustment from the reports.

If I don't have the IRA Distribuition line I don't the see the money as income, and if I don't have the transfer from IRA, the portfolio is out of balance.

Is there a better way to do this or is this all I can do as a workaround?

Another problem in Money 2007 is it can not handle Social Security's "Frequency" method of deposits; i.e. 4th Wednesday of the month or in other peoples cases the 1st, 2nd or 3rd Wednesday -- I set it up for once a month, on a day near the end of the month, and adjust actual due date after each months deposit. -- One of those annoyances that should be built in.