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#4
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| "harrelsonesq" <harrelsonesq2[at]yahoo.com> wrote in message news:e063JEnWIHA.4140[at]TK2MSFTNGP04.phx.gbl... - quote - > I seem to remember that deleting a scheduled transaction, without
It does but, if you put a stop date on the old bill, the effects are> first "ending it at some point in time," used to mung the budget and > FCF. Maybe it doesn't do that any more. I will keep my fingers > crossed. limited to that single instance. See my other reply for details of how to avoid that issue completely. I just exactly that process on my own paycheck when a scheduled deduction changed. The deduction is budget related, so I wanted to preserve the accuracy of the budget. -- Chris Cowles Gainesville, FL |
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#3
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| There have been some problems with Adv Budget similar to this--but I can't say if there still are. FCF will only be a problem if it is using the budgeted/trended numbers--in this case it *should* use the scheduled amount. I hope this doesn't cause you further side effects. "harrelsonesq" <harrelsonesq2[at]yahoo.com> wrote in message news:e063JEnWIHA.4140[at]TK2MSFTNGP04.phx.gbl... - quote - > I seem to remember that deleting a scheduled transaction, without first > "ending it at some point in time," used to mung the budget and FCF. Maybe > it doesn't do that any more. I will keep my fingers crossed. |
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#2
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| OK. I deleted the "overdue" transaction, and entered a new scheduled transaction with the new values. I also checked the "end at some time" box, and entered "12/31/08." I know I will get a raise on that date, or I will not be working there. Either way, the series will have to be different. In the industry I used to work in, the timing of raises was a lot more flexible, so it didn't make sense to plan that far in advance. I'm still trying to get used to the way things work where I am now, where they follow a "lockstep" model. I seem to remember that deleting a scheduled transaction, without first "ending it at some point in time," used to mung the budget and FCF. Maybe it doesn't do that any more. I will keep my fingers crossed. Thanks, Susan "Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in message news:eTpvvzYWIHA.4196[at]TK2MSFTNGP04.phx.gbl... - quote - > I'm pretty sure there's no way to set it to end at some--any--point in > time with less than 1 to go. So once you'd entered the one you wanted to > be the last of the series, you are committed > I'm not sure setting the clock back will get you there but you could enter > it from the series--which will then expire--and then just delete that > transaction from the register. There might be some side effects, but I'm > not thinking of any. > For Future Reference Choice 1: just delete it and start over. Starting > over would be aided by going to one in the register and r-click Add to > scheduled... and editing that to the new stub default values you want to > use going forward. > For Future Reference Choice 2: Let the old one sit there as scheduled for > the next occurrence then edit the series when you get the new stub then > enter the first of that edited series in the register. > "harrelsonesq" <harrelsonesq2[at]yahoo.com> wrote in message > news:%238RArVYWIHA.4712[at]TK2MSFTNGP04.phx.gbl... > > 1) Should I undo the first change, set my computer's clock back, and try > > it again? > > > 2) Short of remembering to check the "end some point in time" last > > December, what's the best way to do this, for future reference? |
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#1
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| "harrelsonesq" <harrelsonesq2[at]yahoo.com> wrote in message news:%238RArVYWIHA.4712[at]TK2MSFTNGP04.phx.gbl... - quote - > Money Plus Deluxe on XP Pro.
Change it to end 2 instances in the future. Save. Edit a single> I received my first 2008 paycheck on January 15. I have not > downloaded it yet (I use OFX from my bank's website). I want to > enter the new split amounts as a scheduled transaction. I also want > to avoid weird doubled or averaged income amounts in the budget, > FCF, etc. > This is what I did: > I went to the old scheduled transaction and changed the details to > "this bill will end at some point in time." I gave it an end date of > December 31, 2007. That was the actual date of my last paycheck, > which was already entered and reconciled. > Now it's showing up as "overdue" in Bills Summary and on the home > page. The "Skip" button is grayed out for that transaction. I don't > want to see a fake overdue paycheck forever. > 1) Should I undo the first change, set my computer's clock back, and > try it again? > 2) Short of remembering to check the "end some point in time" last > December, what's the best way to do this, for future reference? occurence. Revise all values to $0. While on that screen, edit the other occurence likewise. Save. Skip the nags about $0. You can now skip the first of the remaining instances, then process the second and delete it. The effect of all this is the previous budget effects of the scheduled paycheck are preserved, while the $0 dates have no effect on the current budget year. -- Chris Cowles Gainesville, FL |
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| I'm pretty sure there's no way to set it to end at some--any--point in time with less than 1 to go. So once you'd entered the one you wanted to be the last of the series, you are committed I'm not sure setting the clock back will get you there but you could enter it from the series--which will then expire--and then just delete that transaction from the register. There might be some side effects, but I'm not thinking of any. For Future Reference Choice 1: just delete it and start over. Starting over would be aided by going to one in the register and r-click Add to scheduled... and editing that to the new stub default values you want to use going forward. For Future Reference Choice 2: Let the old one sit there as scheduled for the next occurrence then edit the series when you get the new stub then enter the first of that edited series in the register. "harrelsonesq" <harrelsonesq2[at]yahoo.com> wrote in message news:%238RArVYWIHA.4712[at]TK2MSFTNGP04.phx.gbl... - quote - > 1) Should I undo the first change, set my computer's clock back, and try > it again? > 2) Short of remembering to check the "end some point in time" last > December, what's the best way to do this, for future reference? |
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#-1
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| Money Plus Deluxe on XP Pro. I received my first 2008 paycheck on January 15. I have not downloaded it yet (I use OFX from my bank's website). I want to enter the new split amounts as a scheduled transaction. I also want to avoid weird doubled or averaged income amounts in the budget, FCF, etc. This is what I did: I went to the old scheduled transaction and changed the details to "this bill will end at some point in time." I gave it an end date of December 31, 2007. That was the actual date of my last paycheck, which was already entered and reconciled. Now it's showing up as "overdue" in Bills Summary and on the home page. The "Skip" button is grayed out for that transaction. I don't want to see a fake overdue paycheck forever. 1) Should I undo the first change, set my computer's clock back, and try it again? 2) Short of remembering to check the "end some point in time" last December, what's the best way to do this, for future reference? TIA, Susan Harrelson |
| Tags |
| paycheck, split |
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