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  #4  
Old 01-19-2008, 03:31 PM
Chris Cowles
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Default Re: New Paycheck Split

"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.


It does but, if you put a stop date on the old bill, the effects are
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


  #3  
Old 01-19-2008, 12:33 PM
Dick Watson
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Default Re: New Paycheck Split

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.



  #2  
Old 01-19-2008, 06:57 AM
harrelsonesq
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Posts: n/a
Default Re: New Paycheck Split

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?



  #1  
Old 01-18-2008, 06:50 AM
Chris Cowles
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Posts: n/a
Default Re: New Paycheck Split

"harrelsonesq" <harrelsonesq2[at]yahoo.com> wrote in message
news:%238RArVYWIHA.4712[at]TK2MSFTNGP04.phx.gbl...
- quote -

> 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?


Change it to end 2 instances in the future. Save. Edit a single
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


 
Old 01-18-2008, 03:44 AM
Dick Watson
Guest
 
Posts: n/a
Default Re: New Paycheck Split

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?


  #-1  
Old 01-18-2008, 02:50 AM
harrelsonesq
Guest
 
Posts: n/a
Default New Paycheck Split

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


 

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