Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
  #1  
Old 11-24-2007, 10:14 PM
aasghar
Guest
 
Posts: n/a
Default Re: Linking of two accounts in the same bank


--
aasghar


"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, aasghar wrote:
> > I have two accounts in the same bank: one is a Savings Account and the other
> > is a Checking Account. Periodically, I need to transfer amounts from one to
> > the other. MS Money tries to show them as Expense and creates an expense
> > category for these transfers. I try to change them into 'Not an Expense', but
> > then in the reports it shows these still an an item of expense marked as 'Not
> > an Expense'.
> > > Is there a way by which these two accounts could be linked so that money

> > could be transferred from one to the other without being shown as money spent?

> If you are not using Essentials, change the accounts to use
> "Advanced Register". A way of doing this is
> Tools-> Settings-> AccountSettings(global)-> DisplayAllAccountsInTheAdvancedRegister.
> Then use the SPECIAL Transfer near the bottom of the category list
> to describe the transfers. If you already have a duplicate
> transaction in the other account, Void or delete the extra.

 
Old 11-24-2007, 05:07 AM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Linking of two accounts in the same bank

In microsoft.public.money, aasghar wrote:

- quote -

> I have two accounts in the same bank: one is a Savings Account and the other
> is a Checking Account. Periodically, I need to transfer amounts from one to
> the other. MS Money tries to show them as Expense and creates an expense
> category for these transfers. I try to change them into 'Not an Expense', but
> then in the reports it shows these still an an item of expense marked as 'Not
> an Expense'.
> Is there a way by which these two accounts could be linked so that money
> could be transferred from one to the other without being shown as money spent?


If you are not using Essentials, change the accounts to use
"Advanced Register". A way of doing this is
Tools-> Settings-> AccountSettings(global)-> DisplayAllAccountsInTheAdvancedRegister.

Then use the SPECIAL Transfer near the bottom of the category list
to describe the transfers. If you already have a duplicate
transaction in the other account, Void or delete the extra.
  #-1  
Old 11-24-2007, 01:35 AM
aasghar
Guest
 
Posts: n/a
Default Linking of two accounts in the same bank

I have two accounts in the same bank: one is a Savings Account and the other
is a Checking Account. Periodically, I need to transfer amounts from one to
the other. MS Money tries to show them as Expense and creates an expense
category for these transfers. I try to change them into 'Not an Expense', but
then in the reports it shows these still an an item of expense marked as 'Not
an Expense'.

Is there a way by which these two accounts could be linked so that money
could be transferred from one to the other without being shown as money spent?
Thanks.
aasghar

 

Tags
accounts, bank, linking
Similar Threads
Thread Forum Replies Last Post
Linking Credit Card Account to Bank Account
JimB: My credit card and my checking account are at the same bank. I wish to be able to link the two so that when I pay the credit card account balance,...
Microsoft Money 1 05-08-2006 02:24 AM
Linking to bank in M2005
N.A.W.: I now have Money 2005, was forced to go to it becasue my bank is not listed in 2004 and want to downlaod statements. The problem I am having, I can...
Microsoft Money 1 02-25-2005 06:40 PM
Linking to Schwab brokerage accounts
Jay: Two or three months ago, Microsoft changed the investor service on msn.com so it no longer imports data from Schwab. As a result I have been unable...
Microsoft Money 3 10-03-2004 01:25 PM
Linking to Royal Bank of Canada
Martin Buisjrogge: I am setting up a new account and I do not see Royal Bank of Canada on your list. How can I find it and set up my checking and savings accounts?
Microsoft Money 3 02-25-2004 02:58 PM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 11:21 PM.