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Old 04-07-2008, 12:56 PM
grandPotentate
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Default Re: How to handle dates of transactions in budget

On Apr 6, 3:50*pm, Joaneee <Joan...[at]discussions.microsoft.com> wrote:
- quote -

> Tools - settings - online service settings...make sure "overwrite transaction
> dates with dates from downloaded transactions" is not selected.
> --
> Joaneee
> "grandPotentate" wrote:
> > I am running Money Deluxe 2008 and went through the steps for setting
> > up my budget. *Everything went well until my income setup. *I
> > connected to my bank, downloaded everything, but my income is direct-
> > deposited and usually comes through on the last day of the month
> > instead of the first. *So, my budget appears to be off since the
> > income is in "last month" instead of the "current month". *I'm not
> > seeing an option to change the transaction date - presumably because
> > it was downloaded from my bank with the date of March 31 instead of
> > April 1.
> > Any ideas on how to change the date of a downloaded transaction?
> > Thanks
> > Rob- Hide quoted text -

> - Show quoted text -



Thanks - so if this is not selected, I'm assuming that Money will use
the date from me entering the income manually?
 
Old 04-06-2008, 08:50 PM
Joaneee
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Posts: n/a
Default RE: How to handle dates of transactions in budget

Tools - settings - online service settings...make sure "overwrite transaction
dates with dates from downloaded transactions" is not selected.
--
Joaneee


"grandPotentate" wrote:

- quote -

> I am running Money Deluxe 2008 and went through the steps for setting
> up my budget. Everything went well until my income setup. I
> connected to my bank, downloaded everything, but my income is direct-
> deposited and usually comes through on the last day of the month
> instead of the first. So, my budget appears to be off since the
> income is in "last month" instead of the "current month". I'm not
> seeing an option to change the transaction date - presumably because
> it was downloaded from my bank with the date of March 31 instead of
> April 1.
> Any ideas on how to change the date of a downloaded transaction?
> Thanks
> Rob

  #-1  
Old 04-04-2008, 01:22 PM
grandPotentate
Guest
 
Posts: n/a
Default How to handle dates of transactions in budget

I am running Money Deluxe 2008 and went through the steps for setting
up my budget. Everything went well until my income setup. I
connected to my bank, downloaded everything, but my income is direct-
deposited and usually comes through on the last day of the month
instead of the first. So, my budget appears to be off since the
income is in "last month" instead of the "current month". I'm not
seeing an option to change the transaction date - presumably because
it was downloaded from my bank with the date of March 31 instead of
April 1.

Any ideas on how to change the date of a downloaded transaction?

Thanks
Rob
 

Tags
budget, dates, handle, transactions
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