Thanks for the report, Dick.

--
Michael Gordon


"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:uAxLlKpwHHA.312[at]TK2MSFTNGP04.phx.gbl...
- quote -

For the nth (where n > the next) transaction in a series, Bill Calendar
r-click, Show Transactions and selecting the bill in question will allow you
to Edit (within the next 12 occurrences). If you select Skip, it will whine
that "You have selected a transaction which has an occurrence with an
earlier payment date. Select only the earliest occurrence and then you can
record or skip the transaction." There is no Delete selection. Kinda what I
would have suspected if I'd thought about it. Pretty much the same logic
that the Bills Setup page enforces.

"Michael Gordon" <gordonm[at]denison.edu> wrote in message
news:espV5QowHHA.4568[at]TK2MSFTNGP03.phx.gbl...
- quote -

I'm travelling and don't have access, otherwise I'd do it also. Let us know
what you find out.

--
Michael Gordon


"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:uwn613jwHHA.4796[at]TK2MSFTNGP04.phx.gbl...
- quote -

I rarely use Bill Calendar. It may be possible to delete "middle" items in a
series from there. I'll check it out tonight.

"Michael Gordon" <gordonm[at]denison.edu> wrote in message
news:%23PIwHHjwHHA.4300[at]TK2MSFTNGP04.phx.gbl...
- quote -

Not sure about the budget issue (I don't use that module), but deleting
individual transactions might be possible from the Bills Calendar (rather
than summary).

--
Michael Gordon


"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:OLk6xzfuHHA.1496[at]TK2MSFTNGP06.phx.gbl...
- quote -

Agreed. The reporting and monthly status seem to get it right. But all of
the budget setup screens might lead you to believe you have a budget that is
closer to balance than it may really be since it will not correctly
annualize, then allocate monthly, non-continuous or future scheduled items.

As noted previously, Advanced Budget works reasonably well IF you are
willing to go to the effort to validate what it tells you and understand how
it works.

"Chris Cowles" <spam_magnet[at]remove-me-bellsouth.net> wrote in message
news:ODHxJdpuHHA.3640[at]TK2MSFTNGP05.phx.gbl...
Look at the annual budget report for the future year. The correct amounts
probably are shown. When you get to the actual month, it works okay.

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in message news:ObWjetkuHHA.3588[at]TK2MSFTNGP06.phx.gbl...
- quote -

Look at the annual budget report for the future year. The correct amounts probably are shown. When you get to the actual month, it works okay.
--
Chris Cowles
Gainesville, FL

I'd be careful about that with the Budget Planner. It will give good
"monthly summaries" but all of the stuff about whether your budget is
balanced or not seems to completely ignore start/end dates in the test case
I just tried. I setup two paychecks in a test case file in M07 Deluxe--one
paycheck starting in September for 6 months and the other starting in April
of 2008 for 3 months. All of the budget pages that talk about income and
expense and the balance of the two showed both incomes as though occurring
monthly except for the Monthly Summary at the end.

"Chris Cowles" <spam_magnet[at]remove-me-bellsouth.net> wrote in message
news:uoUNEnguHHA.4612[at]TK2MSFTNGP04.phx.gbl...
Create the paycheck with a certain start date and stop date. Make the summer
job a separate paycheck series. This won't work for lifetime planning, but
will work well for budget and cash flow. Create multiple instances of each
paycheck type, with future start dates and durations, to get better
forecasts. But it still won't help on the LTP.

"kees79" <kees79[at]discussions.microsoft.com> wrote in message news:008103DA-AF5C-41F7-8FBF-DBF09FA9133E[at]microsoft.com...
- quote -


Create the paycheck with a certain start date and stop date. Make the summer job a separate paycheck series. This won't work for lifetime planning, but will work well for budget and cash flow. Create multiple instances of each paycheck type, with future start dates and durations, to get better forecasts. But it still won't help on the LTP.
--
Chris Cowles
Gainesville, FL

One concern with this is how it will affect budget calculations. If the OP
elects to go this way--granted the easiest--beware of this issue. The budget
will (I'm thinking from experience) assume 1/4 more annualized income than
is real.

One other issue with this scheme: I'm not clear on how you can delete
individual transactions in a series. You can edit the amount(s) to $0 value.
(With a scheduled Paycheck, it'll make you go edit every tab to remove all
the entries. You'll probably have to leave at least one entry of $0 one of
the tabs.) But delete? I'm not sure how this can be done in Advanced Bills
until you get to the point where each item is, in turn, next in the series
and then you can skip them.

"Michael Gordon" <gordonm[at]denison.edu> wrote in message
news:ullJVceuHHA.4572[at]TK2MSFTNGP02.phx.gbl...
- quote -

This should work well: setup the paycheck with amounts reflecting the
9month, but tell money it's monthly. Then go to edit the transaction --
choose individual transaction rather than series -- and delete the June
transaction, Do the same for July, August, etc.

--
Michael Gordon


"Remove ABCD from Email address to reply" <neil154ABCD[at]gmail.com> wrote in
message news:u%23hRtr0tHHA.1184[at]TK2MSFTNGP04.phx.gbl...
- quote -

There are several ways I can think of, each of which has its own drawbacks.

The biggest issue is going to be if you want to use Budget. I'm betting from
experience that Budget just won't cope well with two different streams of
income, neither of which recur continually but both of which add up to the
proper continual (for Budget's purposes) annual income.

The first scheme I think of is to create two separate Paychecks each of
which has the correct start date/number of recurrences. This will be great
for Forecast Cash Flow and Tax Estimator, but I see problems with budget. It
will also be somewhat problematic to maintain. IF you are very careful and
never actually let it expire, you can just keep editing the series
definition when you get tot he last entry for the next start date/number of
occurrences.

The second scheme I think of won't work in M0? and above but used to work
fine. I'm afraid ? is 2. That scheme is to setup both as plain old recurring
entries and then setup a "negative paycheck" just like each of these but
reversed in sign with start date/number of occurrences matching the missing
paycheck period from the respective job. M0? and above make defining
scheduled "negative paychecks" illegal even though you can enter them in the
registers at will. There is a workaround. But I'm not sure it's worth if it
if you can make the above scenario work.

Summary: you can create bills to do exactly what you want but there are side
effects.

IMPORTANT note: above answer assumes you are using Advanced Bills, if using
M05 or greater, and not using Money Essentials (MEss).

"kees79" <kees79[at]discussions.microsoft.com> wrote in message
news:008103DA-AF5C-41F7-8FBF-DBF09FA9133E[at]microsoft.com...
- quote -

You do not give any information on your Money version but essentially all
version should be able to handle your needs.

Under the bills area you can set up a new "paycheck" for each of the checks.
You will then tell money they are monthly and then just skip the months that
you do not receive that check.

--

Neil


"kees79" <kees79[at]discussions.microsoft.com> wrote in message
news:008103DA-AF5C-41F7-8FBF-DBF09FA9133E[at]microsoft.com...
- quote -

Hi,
My fiance is a teacher and I was wondering if it is possible to enter a
recurring paycheck (or any bill for that matter) that only occurs from Sept
until May. She also has a different job for the summer. I know that there
is some level of customization as to frequencies of pay dates, but I haven't
found a way to enter paychecks that only occur during several months (one for
the school year and a seperate one for the summer). Is there a way or
workaround that someone could recommend? If not, this would be a good idea
for Microsoft to do in a future version. Thanks for your help!!
-Andrew