"Jim" <jamesone[at]cableone.net> wrote in message news:eh2fu3l3rn7q8hpao2o8377qi42420crdp[at]4ax.com...

- quote -

My impression is the same. More specifically, XFER is an instruction to the bank to transfer from one account to another, which can happen only within linked accounts at the same bank.
--
Chris Cowles
Gainesville, FL

On Sun, 23 Mar 2008 14:15:01 -0700, Mike
<Mike[at]discussions.microsoft.com> wrote:

- quote -

effect an electronic instruction to the bank to make a transfer which,
if I read correctly the bank has already done. You don't want to send
instruction for another transfer. I think you shoud just change it to
a direct debit or check as suggested - then scheduel it to occour a
day etc. before the bank makes the actual transfer. You can then match
it when you download.

Jim

Thanks again Chris

This is how I've built this transfer in my pending bills list.
Transfer from:* Account A
Transfer to:* Account B
Payment method:* Electronic transfer (Xfer)
Amount:* $$$

You mentioned that Money shoujld see this as either a Direct Debit or check.
There is an option unber Payment method:* for Direct Debit.
I'm wondering, then, what the meaning of Electronic transfer (Xfer) and
Electronic pament (Epay) are?

Ideas?

Thanks again Chris for all of your help.

-Mike


"Chris Cowles" wrote:

- quote -

"Mike" <Mike[at]discussions.microsoft.com> wrote in message news:919985CC-1F4F-4C9B-8330-BFDF64CC9230[at]microsoft.com...

- quote -

You must have created it as an epay. From Money's perspective, it's not. It's a direct debit or check. Revise the schedule bill before attempting to process it to something other than epay, and it should work fine.
--
Chris Cowles
Gainesville, FL

Thanks Chris! This makes total sense to me.
However, it dosn't seem to be working like we think it should.

"To avoid that, process the bill".
This is an online sheduled transaction in my pending bill list. When I
attempt to process this bill, the only choice I'm presented with is "Pay
online". Since this transaction has already occurred (via the bank itself) my
thinking is that I don't really want to do this, correct?
I guess I could just select "Skip this occurrence" but I'd rather not, really.
I've actually had this happen before with my paycheck which is automatically
deposited in my account from my employer. So I did process this transaction
as suggested from my pending bills. However, the following occurred...

"then 'Change' the downloaded transaction before accepting it"
In reference to the paycheck mentioned above, I clicked change on the
downloaded transaction. I was presented with a message indicating that Money
matched my bill transaction with that downloaded online. I then clicked the
accept button but instead of merging the two transactions into one, I now see
two of the same transactions in my register (nice to have two paychecks for
the same amount and date, I agree, but hardly accurate... :-) ).

I'm confused.
Any suggestions on what I'm doing wrong?

Thanks :-/

-Mike


"Chris Cowles" wrote:

- quote -

"Mike" <Mike[at]discussions.microsoft.com> wrote in message news:9B344B85-EF43-4F47-97B7-64EDF71E5E81[at]microsoft.com...

- quote -

Money sometimes will prompt you if a downloaded transaction matches a pending bill, but sometimes doesn't. If it doesn't, it's too late to match it. To avoid that, process the bill, then 'Change' the downloaded transaction before accepting it. Match the transaction to the bill in the register.
--
Chris Cowles
Gainesville, FL

Hi all

I'm using Money Plus H&B
I've scheduled some electronic transfers into my Money Bills summary

However, I had my bank issue the transfers directly (not within money).
I've now downloaded the latest info from my bank into Money and the
transfers show up as expected in their appropriate registers in Money.

I now need to "accept" each transfer.
However, I'd like to be able to tell Money which transfer in the Bills
summary each newly downloaded transction is associated with (and hopefully
have Money automatically clear the transaction in Money's Bill
summary.

Can I associate these downloaded transactions with their counterpart
in the Bills summary and if so how?

Thanks so much

-Mike