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  #3  
Old 09-21-2008, 12:26 PM
RalyDSM
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Default Re: Question About Bills that are Paid Automatically

On Sep 21, 8:19*am, "Art McClinton" <art.mcclin...[at]cox.net> wrote:
- quote -

> Once the bill has been entered (or even if it is still in the Bills area)
> you would during the download of the actual transaction, match it up if
> Money does not already perform the match. Thus with your cable bill being
> identical each month and with the same payee. Money will match it. *The
> electric bill on the other hand will probably not match, unless you go to
> bill pay and change that one bill. *In this case you would click on the
> "Change" button and manually identify the bill before accepting the pair as
> being matched bills.
> In the case of credit card bills, I have gotten lazy and during the
> balancing process I accept to pay the bill immediately instead of placingit
> in the bills area. *I pick the date the bill will actually pay and enter it
> into the 2 registers often weeks ahead of its actual payment. Once again
> when the transfer actually occurs I match it with the already entered items.
> I do not worry about the date as it will change to which ever one I match
> last.


thanks for all of the help. i'll give that a try!
  #2  
Old 09-21-2008, 12:19 PM
Art McClinton
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Posts: n/a
Default Re: Question About Bills that are Paid Automatically

Once the bill has been entered (or even if it is still in the Bills area)
you would during the download of the actual transaction, match it up if
Money does not already perform the match. Thus with your cable bill being
identical each month and with the same payee. Money will match it. The
electric bill on the other hand will probably not match, unless you go to
bill pay and change that one bill. In this case you would click on the
"Change" button and manually identify the bill before accepting the pair as
being matched bills.

In the case of credit card bills, I have gotten lazy and during the
balancing process I accept to pay the bill immediately instead of placing it
in the bills area. I pick the date the bill will actually pay and enter it
into the 2 registers often weeks ahead of its actual payment. Once again
when the transfer actually occurs I match it with the already entered items.
I do not worry about the date as it will change to which ever one I match
last.


"RalyDSM" <josh[at]glmotorsports.net> wrote in message
news:89c89e3c-b76d-4136-bb20-dc5d4383f365[at]k37g2000hsf.googlegroups.com...

yes, my transactions are downloaded from my bank. sorry, i should have
been more clear about that. with your method, don't you end up with
the bill in your register twice? wouldn't throw off the reporting?
like if my cable was $100, and i used your method, wouldn't the
reports say that I'm spending $200/month on cable?


  #1  
Old 09-21-2008, 12:02 PM
RalyDSM
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Default Re: Question About Bills that are Paid Automatically

On Sep 21, 6:47*am, Jim <james...[at]cableone.net> wrote:
- quote -

> Hi
> I have some bills that are automatic to. It sounds like you download
> transaction form you bank (you state there already in the register
> etc.) What I do is set those bills up to auto enter into the register
> a day or so before they are due (also before you download the
> transaction from the bank) When you do download they sould match the
> ones you enter via above. Hope I've understood you question correctly.
> Jim


yes, my transactions are downloaded from my bank. sorry, i should have
been more clear about that. with your method, don't you end up with
the bill in your register twice? wouldn't throw off the reporting?
like if my cable was $100, and i used your method, wouldn't the
reports say that I'm spending $200/month on cable?
 
Old 09-21-2008, 10:47 AM
Jim
Guest
 
Posts: n/a
Default Re: Question About Bills that are Paid Automatically

On Sat, 20 Sep 2008 20:01:53 -0700 (PDT), RalyDSM
<josh[at]glmotorsports.net> wrote:

- quote -

> I've recently started using Money Plus Deluxe and overall really like
> it, but I'm a little confused about something. I want to setup my
> bills, especially so that I can get the notifications and see them in
> the calendar, but I don't want to use the online bill pay features.
> Most of my bills are already automatically withdrawn from my bank
> account. I thought maybe I should set the bills up like I need to send
> a check in for them, but then the only way to mark them as paid that I
> can find is to enter them into the register. The problem with that is
> that the withdrawals for these payments are already in my register.
> Can someone point me in the right direction with how to use Money in
> this situation? Thanks!



Hi

I have some bills that are automatic to. It sounds like you download
transaction form you bank (you state there already in the register
etc.) What I do is set those bills up to auto enter into the register
a day or so before they are due (also before you download the
transaction from the bank) When you do download they sould match the
ones you enter via above. Hope I've understood you question correctly.

Jim
  #-1  
Old 09-21-2008, 03:01 AM
RalyDSM
Guest
 
Posts: n/a
Default Question About Bills that are Paid Automatically

I've recently started using Money Plus Deluxe and overall really like
it, but I'm a little confused about something. I want to setup my
bills, especially so that I can get the notifications and see them in
the calendar, but I don't want to use the online bill pay features.
Most of my bills are already automatically withdrawn from my bank
account. I thought maybe I should set the bills up like I need to send
a check in for them, but then the only way to mark them as paid that I
can find is to enter them into the register. The problem with that is
that the withdrawals for these payments are already in my register.
Can someone point me in the right direction with how to use Money in
this situation? Thanks!
 

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automatically, bills, paid, question
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