Handling ATM transactions showing up in my checking account

#4 01-03-2008, 12:15 PM

That works fine if all you want to know is how much money went to "cash
withdrawal". If you want finer granularity on where the money actually went
once it was in your hands, then another solution is required. Same would
apply to Q.

"bpilati" <bpilati[at]discussions.microsoft.com> wrote in message
news:E6E315C2-410A-4F8A-911B-080E611A8CF0[at]microsoft.com...
- quote -

> In Quicken you enter it as an ATM transaction in the transaction # box,
> and a
> cash withdrawal under category. Doesn't Money work the same? No need to
> cash accounts.

#3 01-03-2008, 03:08 AM

In microsoft.public.money, bpilati wrote:

- quote -

> In Quicken you enter it as an ATM transaction in the transaction # box, and a
> cash withdrawal under category. Doesn't Money work the same? No need to
> cash accounts.

I think he wanted to track things in more detail.

- quote -

> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, Jack Ferrell <Jack
> > Ferrell[at]discussions.microsoft.com> wrote:
> > > > How can I handle this - an ATM withdrawl shows that money has been removed,
> > > yet doesn't account for where it goes. Prior to Money Plus, I used an Excel
> > > spreadsheet to track expenses. In the spreadsheet format, I disregarded ATM
> > > transaction and opted to put my expenses into the spreadsheet.
> > > Now with Money Plus - it brings in my ATM withdrawls automatically. Any
> > > suggestions how do I override the ATM transactons so I can see the true
> > > expenses?
> > > If you are using advanced register, you can expand the entries to
> > make the category easily accessible. Ctrl+T can toggles that
> > setting. Change the Category to whatever is appropriate.
> > > If the cash is to be allocated to more than one use, select Split as
> > the category, and then enter the pieces, each with their own
> > category. You can get as detailed as you like, but you will still
> > want a Misc category to handle part of the expense.
> > > There are alternatives.
>

#2 01-03-2008, 02:34 AM

In Quicken you enter it as an ATM transaction in the transaction # box, and a
cash withdrawal under category. Doesn't Money work the same? No need to
cash accounts.

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Jack Ferrell <Jack
> Ferrell[at]discussions.microsoft.com> wrote:
> > How can I handle this - an ATM withdrawl shows that money has been removed,
> > yet doesn't account for where it goes. Prior to Money Plus, I used an Excel
> > spreadsheet to track expenses. In the spreadsheet format, I disregarded ATM
> > transaction and opted to put my expenses into the spreadsheet.
> > Now with Money Plus - it brings in my ATM withdrawls automatically. Any
> > suggestions how do I override the ATM transactons so I can see the true
> > expenses?
> If you are using advanced register, you can expand the entries to
> make the category easily accessible. Ctrl+T can toggles that
> setting. Change the Category to whatever is appropriate.
> If the cash is to be allocated to more than one use, select Split as
> the category, and then enter the pieces, each with their own
> category. You can get as detailed as you like, but you will still
> want a Misc category to handle part of the expense.
> There are alternatives.

#1 01-03-2008, 01:55 AM

Many of us convert these to Transfers to a cash account setup just to track
"out of pocket" cash expenses. In that account we enter as many or as few of
the cash transactions, by hand--no downloaded data here--as suits our
temperament and memory. Occasionally we write off the difference between the
amount in the account and the amount of cash in our pockets as something
like "Miscellaneous". See http://umpmfaq.info/faqdb.php?q=93 for more
details. Post back with questions. (Note this assumes you are using Money
2004 or earlier or 2005/6 with Advanced Register or 2007/+ Deluxe or higher,
also with Advanced Register.)

"Jack Ferrell" <Jack Ferrell[at]discussions.microsoft.com> wrote in message
news:27D7A05B-D20C-4153-8558-996C71E2D1AC[at]microsoft.com...
- quote -

> How can I handle this - an ATM withdrawl shows that money has been
> removed,
> yet doesn't account for where it goes. Prior to Money Plus, I used an
> Excel
> spreadsheet to track expenses. In the spreadsheet format, I disregarded
> ATM
> transaction and opted to put my expenses into the spreadsheet.
> Now with Money Plus - it brings in my ATM withdrawls automatically. Any
> suggestions how do I override the ATM transactons so I can see the true
> expenses?

01-03-2008, 01:55 AM

In microsoft.public.money, Jack Ferrell <Jack
Ferrell[at]discussions.microsoft.com> wrote:

- quote -

> How can I handle this - an ATM withdrawl shows that money has been removed,
> yet doesn't account for where it goes. Prior to Money Plus, I used an Excel
> spreadsheet to track expenses. In the spreadsheet format, I disregarded ATM
> transaction and opted to put my expenses into the spreadsheet.
> Now with Money Plus - it brings in my ATM withdrawls automatically. Any
> suggestions how do I override the ATM transactons so I can see the true
> expenses?

If you are using advanced register, you can expand the entries to
make the category easily accessible. Ctrl+T can toggles that
setting. Change the Category to whatever is appropriate.

If the cash is to be allocated to more than one use, select Split as
the category, and then enter the pieces, each with their own
category. You can get as detailed as you like, but you will still
want a Misc category to handle part of the expense.

There are alternatives.

#-1 01-03-2008, 01:40 AM

How can I handle this - an ATM withdrawl shows that money has been removed,
yet doesn't account for where it goes. Prior to Money Plus, I used an Excel
spreadsheet to track expenses. In the spreadsheet format, I disregarded ATM
transaction and opted to put my expenses into the spreadsheet.
Now with Money Plus - it brings in my ATM withdrawls automatically. Any
suggestions how do I override the ATM transactons so I can see the true
expenses?
Thanks,
Jack

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