Automatic transfer transaction becomes cleared unexpectedly

#3 05-23-2007, 12:40 PM

I use the essential register for my online account because I like that
it groups adjustments (non-cleared transactions) separately from
cleared transactions. Also, it will always show me non-cleared
transactions no matter the date, as well as recently cleared
transactions. In the advanced register, you can only see transactions
within a certain date range (meaning adjustments that haven't cleared
in a while may get hidden) or you can set it to ONLY see adjustments
(meaning cleared transactions are always hidden). I want to always be
able to see my adjustments, no matter what the date, as well as seeing
recently cleared transactions. There is no setting for this in the
advanced register.

On May 22, 10:34 pm, "Marilyn & Bob" <Priv...[at]nospam.please> wrote:
- quote -

> Can you explain why you want to use the Essentials register?
> --
> Peace,
> BobJ
> "AC374" <alan.co...[at]gmail.com> wrote in message
> news:1179886567.286391.272180[at]p47g2000hsd.googlegroups.com...
> > But, if I transfer the other way around (FROM the online account TO
> > the offline account), then the transaction in the essential register
> > shows up in the right place, under "Adjustments". I would think it
> > should work the same for both cases. Plus, given the fact that if I
> > switch from Essential to Advanced then back to Essential, fixes it,
> > makes me think this is a bug in the software.
> > On May 22, 4:32 pm, "Bob Peel, MVP"
> > <bob_p...[at]kiandra.freeserve.co.uk.INVALID> wrote:
> > > I'm guessing that all accounts have to be advanced or essential not a
> > > mixture.
> > > --
> > > Regards
> > > Bob Peel,
> > > Microsoft MVP - Money
> > > For UK tips & fixes
> > > seehttp://support.microsoft.com/default.aspx?scid=fh;EN-GB;mny.
> > > I do not respond to any emails that I have not specifically asked for.
> > > "AC374" <alan.co...[at]gmail.com> wrote in message
> > > news:1179860742.817490.97510[at]k79g2000hse.googlegroups.com...
> > > > Has anyone else noticed this odd behavior in Microsoft Money 2007
> > > > Deluxe?
> > > > I have two accounts, one is an online account using the essential
> > > > register and the other is an offline account using the advanced
> > > > register. I created a recurring transfer (from the advanced bill
> > > > summary screen) that transfers money FROM the offline account TO the
> > > > online account.
> > > > When I enter one occurrence of the transfer into the account registry
> > > > (from the Bill Summary page), the transaction appears correctly in my
> > > > offline account register but shows up under "Cleared Transactions" in
> > > > the online account's essential register. This messes up the bank
> > > > balance and the adjusted balance for that account. The new
> > > > transaction should appear under the "Adjustments" section in the
> > > > essential register.
> > > > The only way around it, I've found, is to change the online account's
> > > > essential register to be an advanced register, and then change it back
> > > > to the essential register. It moves the transaction from "Cleared
> > > > Transactions" to "Adjustments" and adds a new transaction for me
> > > > called "Account Adjustment". I then delete that transaction, and
> > > > everything is fine.
> > > > Am I doing something wrong or is this a pretty obvious bug?- Hide
> > > > quoted text -
> > > - Show quoted text -- Hide quoted text -
> - Show quoted text -

#2 05-23-2007, 02:34 AM

Can you explain why you want to use the Essentials register?
--
Peace,
BobJ

"AC374" <alan.cohen[at]gmail.com> wrote in message
news:1179886567.286391.272180[at]p47g2000hsd.googlegroups.com...
- quote -

> But, if I transfer the other way around (FROM the online account TO
> the offline account), then the transaction in the essential register
> shows up in the right place, under "Adjustments". I would think it
> should work the same for both cases. Plus, given the fact that if I
> switch from Essential to Advanced then back to Essential, fixes it,
> makes me think this is a bug in the software.
> On May 22, 4:32 pm, "Bob Peel, MVP"
> <bob_p...[at]kiandra.freeserve.co.uk.INVALID> wrote:
> > I'm guessing that all accounts have to be advanced or essential not a
> > mixture.
> > > --
> > Regards
> > Bob Peel,
> > Microsoft MVP - Money
> > > For UK tips & fixes
> > seehttp://support.microsoft.com/default.aspx?scid=fh;EN-GB;mny.
> > > I do not respond to any emails that I have not specifically asked for.
> > > "AC374" <alan.co...[at]gmail.com> wrote in message
> > > news:1179860742.817490.97510[at]k79g2000hse.googlegroups.com...
> > > > > > Has anyone else noticed this odd behavior in Microsoft Money 2007
> > > Deluxe?
> > > > I have two accounts, one is an online account using the essential
> > > register and the other is an offline account using the advanced
> > > register. I created a recurring transfer (from the advanced bill
> > > summary screen) that transfers money FROM the offline account TO the
> > > online account.
> > > > When I enter one occurrence of the transfer into the account registry
> > > (from the Bill Summary page), the transaction appears correctly in my
> > > offline account register but shows up under "Cleared Transactions" in
> > > the online account's essential register. This messes up the bank
> > > balance and the adjusted balance for that account. The new
> > > transaction should appear under the "Adjustments" section in the
> > > essential register.
> > > > The only way around it, I've found, is to change the online account's
> > > essential register to be an advanced register, and then change it back
> > > to the essential register. It moves the transaction from "Cleared
> > > Transactions" to "Adjustments" and adds a new transaction for me
> > > called "Account Adjustment". I then delete that transaction, and
> > > everything is fine.
> > > > Am I doing something wrong or is this a pretty obvious bug?- Hide
> > > quoted text -
> > > - Show quoted text -

#1 05-23-2007, 02:16 AM

But, if I transfer the other way around (FROM the online account TO
the offline account), then the transaction in the essential register
shows up in the right place, under "Adjustments". I would think it
should work the same for both cases. Plus, given the fact that if I
switch from Essential to Advanced then back to Essential, fixes it,
makes me think this is a bug in the software.

On May 22, 4:32 pm, "Bob Peel, MVP"
<bob_p...[at]kiandra.freeserve.co.uk.INVALID> wrote:
- quote -

> I'm guessing that all accounts have to be advanced or essential not a
> mixture.
> --
> Regards
> Bob Peel,
> Microsoft MVP - Money
> For UK tips & fixes seehttp://support.microsoft.com/default.aspx?scid=fh;EN-GB;mny.
> I do not respond to any emails that I have not specifically asked for.
> "AC374" <alan.co...[at]gmail.com> wrote in message
> news:1179860742.817490.97510[at]k79g2000hse.googlegroups.com...
> > Has anyone else noticed this odd behavior in Microsoft Money 2007
> > Deluxe?
> > I have two accounts, one is an online account using the essential
> > register and the other is an offline account using the advanced
> > register. I created a recurring transfer (from the advanced bill
> > summary screen) that transfers money FROM the offline account TO the
> > online account.
> > When I enter one occurrence of the transfer into the account registry
> > (from the Bill Summary page), the transaction appears correctly in my
> > offline account register but shows up under "Cleared Transactions" in
> > the online account's essential register. This messes up the bank
> > balance and the adjusted balance for that account. The new
> > transaction should appear under the "Adjustments" section in the
> > essential register.
> > The only way around it, I've found, is to change the online account's
> > essential register to be an advanced register, and then change it back
> > to the essential register. It moves the transaction from "Cleared
> > Transactions" to "Adjustments" and adds a new transaction for me
> > called "Account Adjustment". I then delete that transaction, and
> > everything is fine.
> > Am I doing something wrong or is this a pretty obvious bug?- Hide quoted text -
> - Show quoted text -

05-22-2007, 08:32 PM

I'm guessing that all accounts have to be advanced or essential not a
mixture.

--
Regards
Bob Peel,
Microsoft MVP - Money

For UK tips & fixes see
http://support.microsoft.com/default...d=fh;EN-GB;mny.

I do not respond to any emails that I have not specifically asked for.

"AC374" <alan.cohen[at]gmail.com> wrote in message
news:1179860742.817490.97510[at]k79g2000hse.googlegroups.com...
- quote -

> Has anyone else noticed this odd behavior in Microsoft Money 2007
> Deluxe?
> I have two accounts, one is an online account using the essential
> register and the other is an offline account using the advanced
> register. I created a recurring transfer (from the advanced bill
> summary screen) that transfers money FROM the offline account TO the
> online account.
> When I enter one occurrence of the transfer into the account registry
> (from the Bill Summary page), the transaction appears correctly in my
> offline account register but shows up under "Cleared Transactions" in
> the online account's essential register. This messes up the bank
> balance and the adjusted balance for that account. The new
> transaction should appear under the "Adjustments" section in the
> essential register.
> The only way around it, I've found, is to change the online account's
> essential register to be an advanced register, and then change it back
> to the essential register. It moves the transaction from "Cleared
> Transactions" to "Adjustments" and adds a new transaction for me
> called "Account Adjustment". I then delete that transaction, and
> everything is fine.
> Am I doing something wrong or is this a pretty obvious bug?

#-1 05-22-2007, 07:05 PM

Has anyone else noticed this odd behavior in Microsoft Money 2007
Deluxe?

I have two accounts, one is an online account using the essential
register and the other is an offline account using the advanced
register. I created a recurring transfer (from the advanced bill
summary screen) that transfers money FROM the offline account TO the
online account.

When I enter one occurrence of the transfer into the account registry
(from the Bill Summary page), the transaction appears correctly in my
offline account register but shows up under "Cleared Transactions" in
the online account's essential register. This messes up the bank
balance and the adjusted balance for that account. The new
transaction should appear under the "Adjustments" section in the
essential register.

The only way around it, I've found, is to change the online account's
essential register to be an advanced register, and then change it back
to the essential register. It moves the transaction from "Cleared
Transactions" to "Adjustments" and adds a new transaction for me
called "Account Adjustment". I then delete that transaction, and
everything is fine.

Am I doing something wrong or is this a pretty obvious bug?

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