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| Thanks for the tips! "SteveBell" wrote: - quote - > Marcela wrote in <E62B9841-9E0E-4820-9779-7AC309CB43E5[at]microsoft.com> : > > I closed a couple of accounts this year and I am finding out that > > after marking them as "closed" in the accounts list, the transactions > > are not considered anymore in budget. > > > If I go into each category or into each payee, the payments I made > > from the now closed accounts are still there but not in budget. These > > accounts are selected in the "accounts to use in budget" and if I > > reopen them, budget uses them, but not if they are closed. > > > Reopening and reclosing the accounts every time I use budget and > > account list is not very practical. > > > Is everybody experiencing this issue or is it only me? is this a bug? > > any ideas? > That's the way it works. > Workarounds: > * Rename the accounts to start with "Closed" so you can easily ignore > them in the account list. > * Create a custom report that gives you the same numbers you're > looking at in the account list. > * Create shortcuts so you don't need the account list any more. > * Close them, then change your thinking about budgeting so you don't > look at the past any more. (Warning-I'm not a budgeter, so this may not > work.) > -- > Steve Bell > New Life Home Improvement > Arlington, TX |
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| Marcela wrote in <E62B9841-9E0E-4820-9779-7AC309CB43E5[at]microsoft.com> : - quote - > I closed a couple of accounts this year and I am finding out that
That's the way it works.> after marking them as "closed" in the accounts list, the transactions > are not considered anymore in budget. > If I go into each category or into each payee, the payments I made > from the now closed accounts are still there but not in budget. These > accounts are selected in the "accounts to use in budget" and if I > reopen them, budget uses them, but not if they are closed. > Reopening and reclosing the accounts every time I use budget and > account list is not very practical. > Is everybody experiencing this issue or is it only me? is this a bug? > any ideas? Workarounds: * Rename the accounts to start with "Closed" so you can easily ignore them in the account list. * Create a custom report that gives you the same numbers you're looking at in the account list. * Create shortcuts so you don't need the account list any more. * Close them, then change your thinking about budgeting so you don't look at the past any more. (Warning-I'm not a budgeter, so this may not work.) -- Steve Bell New Life Home Improvement Arlington, TX |
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#-1
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| I closed a couple of accounts this year and I am finding out that after marking them as "closed" in the accounts list, the transactions are not considered anymore in budget. If I go into each category or into each payee, the payments I made from the now closed accounts are still there but not in budget. These accounts are selected in the "accounts to use in budget" and if I reopen them, budget uses them, but not if they are closed. Reopening and reclosing the accounts every time I use budget and account list is not very practical. Is everybody experiencing this issue or is it only me? is this a bug? any ideas? Thank you |
| Tags |
| accounts, budget, closed |
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