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| "Bob Altman" <rda[at]nospam.nospam> wrote in news:#5E00D4sIHA.576[at]TK2MSFTNGP05.phx.gbl: - quote - > "Steve" <respond[at]online.newsgroup> wrote in message
That should work. See my comments below.> news:Xns9A9AC967E190D184365720018436572[at]207.46.248.16... > > "Bob Altman" <rda[at]nospam.nospam> wrote in > > news:#6GhQBtsIHA.2064[at]TK2MSFTNGP05.phx.gbl: > > > > I'm using Money Plus Premium, version 17.0.125.1415, but I've had > > > this same problem for at least the last several versions of Money. > > > I deposit a fixed amount of money every other week from my payroll > > > into my bank. > > > How do you do that deposit? Is it a proper transfer inside a > > paycheck transaction? > No. I went to the "Bills summary" page and created a new "deposit" > entry, the parameters of which are: > Payment method: Direct Deposit > Frequency: Every other week > This is a fixed amount > Automatically enter the transaction 7 days before the payment date > BTW, I tried (just now) entering a new Paycheck. After I told it > that I only want to track net pay, it took me to what appears to be > the same place as creating a new "deposit" entry. I'll encourage you to create a full-fledged paycheck transaction, recording your various types of income and expenses. One of those will be a transfer to your savings account. Recording everything on your paycheck will benefit you at tax time, as well as giving you a more detailed view of your finances. - quote - > > > I've created an entry that shows up on the "Bills summary"
Instead of deleteing the duplicates, _match_ your manually-entered> > > page to automatically enter that transaction. My problem is that > > > when Money creates an entry in the register, the entry is marked as > > > "E" (as in "electronically downloaded"). This messes up several > > > other Money features. > > > What other features are messed up? > 1. When I download transactions from my bank, I get duplicate entries > for all of the automatic deposits. That is, Money apparently doesn't > recognize that the downloaded deposit is the same as the > automatically entered deposit despite the fact that the date, payee, > and amount is identical. So every time I download transactions from > my bank I then need to go through and delete all of the duplicate > deposits. transaction (the one from the bills screen) with the downloaded transaction. Click the "Change" button, then pick out the matching downloaded transaction. Money will learn from what you did and do a better job of matching in the future. - quote - > 2. When I balance an account, Money initially changes all of the "E"
That's normal. Money is just picking transactions that add up to make> entries to check marks, even if the entry is dated after the closing > date of the statement I'm balancing, so I need to manually un-check > all of the auto-entered deposits that appear after the statement > closing date. the account balance. I've followed your procedure for ten years now. I wish it would leave them alone, because I check them off one at a time matching them with the statement. -- Steve B. New Life Home Improvement |
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| "Steve" <respond[at]online.newsgroup> wrote in message news:Xns9A9AC967E190D184365720018436572[at]207.46.248.16... - quote - > "Bob Altman" <rda[at]nospam.nospam> wrote in
No. I went to the "Bills summary" page and created a new "deposit" entry,> news:#6GhQBtsIHA.2064[at]TK2MSFTNGP05.phx.gbl: > > I'm using Money Plus Premium, version 17.0.125.1415, but I've had > > this same problem for at least the last several versions of Money. I > > deposit a fixed amount of money every other week from my payroll into > > my bank. > How do you do that deposit? Is it a proper transfer inside a paycheck > transaction? the parameters of which are: Payment method: Direct Deposit Frequency: Every other week This is a fixed amount Automatically enter the transaction 7 days before the payment date BTW, I tried (just now) entering a new Paycheck. After I told it that I only want to track net pay, it took me to what appears to be the same place as creating a new "deposit" entry. - quote - > > I've created an entry that shows up on the "Bills summary"
1. When I download transactions from my bank, I get duplicate entries for> > page to automatically enter that transaction. My problem is that > > when Money creates an entry in the register, the entry is marked as > > "E" (as in "electronically downloaded"). This messes up several other > > Money features. > What other features are messed up? all of the automatic deposits. That is, Money apparently doesn't recognize that the downloaded deposit is the same as the automatically entered deposit despite the fact that the date, payee, and amount is identical. So every time I download transactions from my bank I then need to go through and delete all of the duplicate deposits. 2. When I balance an account, Money initially changes all of the "E" entries to check marks, even if the entry is dated after the closing date of the statement I'm balancing, so I need to manually un-check all of the auto-entered deposits that appear after the statement closing date. |
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| "Bob Altman" <rda[at]nospam.nospam> wrote in news:#6GhQBtsIHA.2064[at]TK2MSFTNGP05.phx.gbl: - quote - > I'm using Money Plus Premium, version 17.0.125.1415, but I've had
How do you do that deposit? Is it a proper transfer inside a paycheck> this same problem for at least the last several versions of Money. I > deposit a fixed amount of money every other week from my payroll into > my bank. transaction? - quote - > I've created an entry that shows up on the "Bills summary"
What other features are messed up?> page to automatically enter that transaction. My problem is that > when Money creates an entry in the register, the entry is marked as > "E" (as in "electronically downloaded"). This messes up several other > Money features. - quote - > I tried (in the previous version of Money) to remove and set up again
--> the automatic deposit, but that didn't help. Any suggestions? Steve B. New Life Home Improvement |
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| Hi all, I'm using Money Plus Premium, version 17.0.125.1415, but I've had this same problem for at least the last several versions of Money. I deposit a fixed amount of money every other week from my payroll into my bank. I've created an entry that shows up on the "Bills summary" page to automatically enter that transaction. My problem is that when Money creates an entry in the register, the entry is marked as "E" (as in "electronically downloaded"). This messes up several other Money features. I tried (in the previous version of Money) to remove and set up again the automatic deposit, but that didn't help. Any suggestions? Bob |
| Tags |
| autoentered, deposits, downloaded, transactions |
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