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#2
01-02-2008, 12:41 AM
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 Re: Assign downloaded transaction to paycheck =?Utf-8?B?RWxsaW90TA==?= <ElliotL[at]discussions.microsoft.com> wrote on 01 Jan 2008 in group microsoft.public.money: - quote - > "Steve" wrote:
I love it when a plan comes together.> > =?Utf-8?B?RWxsaW90TA==?= <ElliotL[at]discussions.microsoft.com> wrote > > on 01 Jan 2008 in group microsoft.public.money: > > > > I downloaded transactions from my bank, which included an > > > automatic payroll deposit. > > > I entered my paycheck as a bill and it shows in advanced > > > register. Both teh downloaded deposit and the automatically > > > entered paycheck (bill) appear in the register. > > > Is there a way to tell MS Money that the two transactions are the > > > same? I.e., to accept the downloaded transaction in a way that > > > will assign all of the correct catagories I set up for my > > > paycheck? > > > > > I am using MS money plus with advanced register > > > The matching logic is pretty good, but not perfect. I find it hits > > about 50%, and it seems to get better with experience. Things that > > throw it off seem to be misspellings of the payee name and amounts > > that aren't exact. I used to have a paycheck that varied by how many > > days were in the month. That one *never* matched automatically. > > > Your downloaded paycheck should be bold if you haven't accepted it > > yet. Select the transaction, then click the "Change" button. You'll > > get a list of all the transactions in that account. Remove the check > > from any transactions that were matched in error, then add a check > > to the correct transaction. Click the approval button, and you match > > is made. You just have to review the numbers and approve it. > > > Since you're doing a paycheck, make sure you set it up as an actual > > "Paycheck" type. Enter all the details from your pay stub so taxes > > are easier next year. > Worked; thanks -- Steve B. New Life Home Improvement |
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#1
01-01-2008, 10:24 PM
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| Re: Assign downloaded transaction to paycheck Worked; thanks "Steve" wrote: - quote - > =?Utf-8?B?RWxsaW90TA==?= <ElliotL[at]discussions.microsoft.com> wrote on > 01 Jan 2008 in group microsoft.public.money: > > I downloaded transactions from my bank, which included an automatic > > payroll deposit. > > I entered my paycheck as a bill and it shows in advanced register. > > Both teh downloaded deposit and the automatically entered paycheck > > (bill) appear in the register. > > Is there a way to tell MS Money that the two transactions are the > > same? I.e., to accept the downloaded transaction in a way that will > > assign all of the correct catagories I set up for my paycheck? > > > I am using MS money plus with advanced register > The matching logic is pretty good, but not perfect. I find it hits about > 50%, and it seems to get better with experience. Things that throw it > off seem to be misspellings of the payee name and amounts that aren't > exact. I used to have a paycheck that varied by how many days were in > the month. That one *never* matched automatically. > Your downloaded paycheck should be bold if you haven't accepted it yet. > Select the transaction, then click the "Change" button. You'll get a > list of all the transactions in that account. Remove the check from any > transactions that were matched in error, then add a check to the correct > transaction. Click the approval button, and you match is made. You just > have to review the numbers and approve it. > Since you're doing a paycheck, make sure you set it up as an actual > "Paycheck" type. Enter all the details from your pay stub so taxes are > easier next year. > -- > Steve B. > New Life Home Improvement |
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01-01-2008, 05:13 PM
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| Re: Assign downloaded transaction to paycheck =?Utf-8?B?RWxsaW90TA==?= <ElliotL[at]discussions.microsoft.com> wrote on 01 Jan 2008 in group microsoft.public.money: - quote - > I downloaded transactions from my bank, which included an automatic
The matching logic is pretty good, but not perfect. I find it hits about> payroll deposit. > I entered my paycheck as a bill and it shows in advanced register. > Both teh downloaded deposit and the automatically entered paycheck > (bill) appear in the register. > Is there a way to tell MS Money that the two transactions are the > same? I.e., to accept the downloaded transaction in a way that will > assign all of the correct catagories I set up for my paycheck? > I am using MS money plus with advanced register 50%, and it seems to get better with experience. Things that throw it off seem to be misspellings of the payee name and amounts that aren't exact. I used to have a paycheck that varied by how many days were in the month. That one *never* matched automatically. Your downloaded paycheck should be bold if you haven't accepted it yet. Select the transaction, then click the "Change" button. You'll get a list of all the transactions in that account. Remove the check from any transactions that were matched in error, then add a check to the correct transaction. Click the approval button, and you match is made. You just have to review the numbers and approve it. Since you're doing a paycheck, make sure you set it up as an actual "Paycheck" type. Enter all the details from your pay stub so taxes are easier next year. -- Steve B. New Life Home Improvement |
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#-1
01-01-2008, 03:16 PM
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| Assign downloaded transaction to paycheck I downloaded transactions from my bank, which included an automatic payroll deposit. I entered my paycheck as a bill and it shows in advanced register. Both teh downloaded deposit and the automatically entered paycheck (bill) appear in the register. Is there a way to tell MS Money that the two transactions are the same? I.e., to accept the downloaded transaction in a way that will assign all of the correct catagories I set up for my paycheck? I am using MS money plus with advanced register |
| Tags |
| assign, downloaded, paycheck, transaction |
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