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#3
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| This is available in the Alerts settings. From Tools/Settings select "Alerts Center" Then select "Customize your Advisory FYI Alerts" First Check Account Balance limits and then on the Accounts tab select your account you want alerts on and enter a minimum and maximum. Thus you will get an alert each time your transaction results in exceeding the limit. You only get one warning when you pass the limit. Additional transactions that keep you below your minimum will not result in additional warnings. Other alerts are available. Art "KeliB" <KeliB[at]discussions.microsoft.com> wrote in message news:FA174F34-245F-4C1D-B80A-7EC36E4BD984[at]microsoft.com... - quote - > My checking account has a minimum balance requirement of $250 to waive the > service charge fees, so I want to keep the minimum in the account. Any > recommendations on how to balance to the statement? Should I deduct the > $250 > from the check register & try to remember this every month when I balance > to > subtract the $250 from the bank's balance? Is there an easier way? > Thanks. |
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#2
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| I just balanced the account. I don't know why I didn't think of this before. I entered a $250 w/d payable to the bank & used the real ending statement balance. Now my balance doesn't include the $250 (so I don't have to remember not to spend it to avoid charges) & I don't need to adjust my end bal every month. I worry too much in advance.... (sigh).... ![]() |
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#1
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| In microsoft.public.money, KeliB wrote: - quote - > My checking account has a minimum balance requirement of $250 to waive the
Go to the settings for the account, and set a minimum balance of> service charge fees, so I want to keep the minimum in the account. Any > recommendations on how to balance to the statement? Should I deduct the $250 > from the check register & try to remember this every month when I balance to > subtract the $250 from the bank's balance? Is there an easier way? $250 (or more if you want to experiment). I think that would alert you if the balance goes below $250 as you enter the future checks etc. |
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| =?Utf-8?B?S2VsaUI=?= <KeliB[at]discussions.microsoft.com> wrote on 08 Sep 2007 in group microsoft.public.money: - quote - > My checking account has a minimum balance requirement of $250 to
Enter transactions as you make them so that you always know how much money> waive the service charge fees, so I want to keep the minimum in the > account. Any recommendations on how to balance to the statement? > Should I deduct the $250 from the check register & try to remember > this every month when I balance to subtract the $250 from the bank's > balance? Is there an easier way? is in the account. When the balance approaches $250, stop spending money. ![]() As far as I know, Money offers no feature to fool yourself into thinking you have $250 less than you actually have. It will be just as easy to remember to keep the balance up as to remember to do some kind of gyration at reconciliation time. Such a kludge would definitely have unpleasant side effects. I haven't tried it, so I'm speculating, but I suspect your reports would be off and you'd get warnings about improper balances. -- Steve B. New Life Home Improvement |
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#-1
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| My checking account has a minimum balance requirement of $250 to waive the service charge fees, so I want to keep the minimum in the account. Any recommendations on how to balance to the statement? Should I deduct the $250 from the check register & try to remember this every month when I balance to subtract the $250 from the bank's balance? Is there an easier way? Thanks. |
| Tags |
| bal, min, requirement |
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