Showing wire transfers correctly

#4 12-07-2007, 08:39 PM

Thank you. That worked great.

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Rob Saripalli wrote:
> > I changed my AccountSettings(global) as you suggested. The investment account
> > still shows as essential register and has no option to change it.
> Did you restart Money? Into Help, enter "essentials register" into
> the box to get the method to switch for a specific account.
> Are you using the Cash Transactions register for the investment
> account? If not, I would tick TrackCashTransactions in the account
> settings.
> > > "Cal Learner-- MVP" wrote:
> > > > In microsoft.public.money, Rob Saripalli wrote:
> > > > > > I have Money Plus Deluxe 2008 and I had wired some funds from my investment
> > > > account to my checking account. This shows up on my checking account as an
> > > > "uncategorized income" line. I tried to change it to a "Transfer" to
> > > > investment account, but that causes the the investment account to be adjusted
> > > > as well. Any thoughts on how to fix it?
> > > > > In the Cash Transactions register for the investment account, enter
> > > a SPECIAL Transfer to the checking account (bottom of the list). I
> > > am not familiar with
> > > '"Transfer" to investment account'. If you don't have a Cash
> > > Transactions register for the investment account, that would be a
> > > problem; that can be turned on.
> > > > > > > If you don't see that SPECIAL Transfer category, I would set
> > > Tools-> Settings-> AccountSettings(global)-> DisplayAllAccountsInTheAdvancedAccountRegister
> > > >

#3 12-07-2007, 07:54 PM

In microsoft.public.money, Rob Saripalli wrote:

- quote -

> I changed my AccountSettings(global) as you suggested. The investment account
> still shows as essential register and has no option to change it.

Did you restart Money? Into Help, enter "essentials register" into
the box to get the method to switch for a specific account.

Are you using the Cash Transactions register for the investment
account? If not, I would tick TrackCashTransactions in the account
settings.

- quote -

> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, Rob Saripalli wrote:
> > > > I have Money Plus Deluxe 2008 and I had wired some funds from my investment
> > > account to my checking account. This shows up on my checking account as an
> > > "uncategorized income" line. I tried to change it to a "Transfer" to
> > > investment account, but that causes the the investment account to be adjusted
> > > as well. Any thoughts on how to fix it?
> > > In the Cash Transactions register for the investment account, enter
> > a SPECIAL Transfer to the checking account (bottom of the list). I
> > am not familiar with
> > '"Transfer" to investment account'. If you don't have a Cash
> > Transactions register for the investment account, that would be a
> > problem; that can be turned on.
> > > > If you don't see that SPECIAL Transfer category, I would set
> > Tools-> Settings-> AccountSettings(global)-> DisplayAllAccountsInTheAdvancedAccountRegister
> >

#2 12-07-2007, 07:20 PM

I changed my AccountSettings(global) as you suggested. The investment account
still shows as essential register and has no option to change it.

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Rob Saripalli wrote:
> > I have Money Plus Deluxe 2008 and I had wired some funds from my investment
> > account to my checking account. This shows up on my checking account as an
> > "uncategorized income" line. I tried to change it to a "Transfer" to
> > investment account, but that causes the the investment account to be adjusted
> > as well. Any thoughts on how to fix it?
> In the Cash Transactions register for the investment account, enter
> a SPECIAL Transfer to the checking account (bottom of the list). I
> am not familiar with
> '"Transfer" to investment account'. If you don't have a Cash
> Transactions register for the investment account, that would be a
> problem; that can be turned on.
> If you don't see that SPECIAL Transfer category, I would set
> Tools-> Settings-> AccountSettings(global)-> DisplayAllAccountsInTheAdvancedAccountRegister

#1 12-07-2007, 06:31 PM

In microsoft.public.money, Rob Saripalli wrote:

- quote -

> I have Money Plus Deluxe 2008 and I had wired some funds from my investment
> account to my checking account. This shows up on my checking account as an
> "uncategorized income" line. I tried to change it to a "Transfer" to
> investment account, but that causes the the investment account to be adjusted
> as well. Any thoughts on how to fix it?

In the Cash Transactions register for the investment account, enter
a SPECIAL Transfer to the checking account (bottom of the list). I
am not familiar with
'"Transfer" to investment account'. If you don't have a Cash
Transactions register for the investment account, that would be a
problem; that can be turned on.

If you don't see that SPECIAL Transfer category, I would set
Tools-> Settings-> AccountSettings(global)-> DisplayAllAccountsInTheAdvancedAccountRegister

12-07-2007, 06:28 PM

Don't you want to change it to a Transfer **from** the Investment Account?
Wasn't your investment account out that money? Don't you want to reflect
that in the investment account as well? Why shouldn't it effect both
accounts since both accounts are involved?

Are you downloading data for both accounts? Are you using Essentials or
Essential Register mode?

"Rob Saripalli" <RobSaripalli[at]discussions.microsoft.com> wrote in message
news

5BF442E-C4A3-4FF5-BFF6-A4309BC2A467[at]microsoft.com...
- quote -

> I have Money Plus Deluxe 2008 and I had wired some funds from my investment
> account to my checking account. This shows up on my checking account as an
> "uncategorized income" line. I tried to change it to a "Transfer" to
> investment account, but that causes the the investment account to be
> adjusted
> as well. Any thoughts on how to fix it?

#-1 12-07-2007, 06:17 PM

I have Money Plus Deluxe 2008 and I had wired some funds from my investment
account to my checking account. This shows up on my checking account as an
"uncategorized income" line. I tried to change it to a "Transfer" to
investment account, but that causes the the investment account to be adjusted
as well. Any thoughts on how to fix it?

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