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Old 11-25-2008, 04:43 PM
Cal Learner-- MVP
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Posts: n/a
Default Re: Balance this account: how to skip some months?

In microsoft.public.money, Daniel wrote:

- quote -

> It was a long time ago since I last balanced my account within
> Money07. Now I want to balance it again, but I just cannot remember
> the last statement date and starting balance Money used to do this the
> last time.
> Is there some way to skip some months in balancing, and balance from a
> specific date onward? Or am I bound to the fact I will never balance
> my account again?


If you wish to start fresh and declare an account balanced, you can
mark all entries balanced. Select to show only unreconciled
transactions. Sort by date, and go to the oldest transaction.
Hold down Cntl+Shift+M and let auto-repeat work thru the
transactions until none are left showing. Do not change the
starting date or starting balance. The starting balance is the sum
of the transactions that have already been marked as reconciled.
Then balance making the ending balance match the known balance.
Choose the balance date to be the day after your last transaction.
This is not the normal procedure. It starts you with an amnesty
for former balancing.

Thereafter, follow the normal procedure. Look at the balancing
movie clip from your Money disk.
  #1  
Old 11-25-2008, 03:30 PM
Steve
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Posts: n/a
Default Re: Balance this account: how to skip some months?

On Nov 25, 11:09*am, kaplan3j...[at]example.com wrote:
- quote -

> On Tue, 25 Nov 2008 06:33:04 -0800 (PST), Daniel <daniel...[at]gmail.com> wrote:
> > Hi, there.
> > It was a long time ago since I last balanced my account within
> > Money07. Now I want to balance it again, but I just cannot remember
> > the last statement date and starting balance Money used to do this the
> > last time.

> Money should automatically show you this.
> > Is there some way to skip some months in balancing, and balance from a
> > specific date onward? Or am I bound to the fact I will never balance
> > my account again?

> I don't think so. *On the rare occasions when I have missed a month, I
> had to do them one at a time to catch up. *Or so it seemed.
> > Thanks!- Hide quoted text -

> - Show quoted text -


Daniel,
I want to ask you a question which may seem stupid to you
but I think is very relevant. WHY do you WANT to balance your account
in Money 2007? I assume you get a statement from your bank or credit
card company. That is what you need to balance to. It is true you can
ALSO have the same information included within Money 2007, but if you
do that you MUST assure that every transaction that goes thru your
bank or credit card ALSO is included in Money 2007. If you rely on
automatic downloads from your bank or credit card company you must
also check each and every download to assure that the information is
correct that winds up in Money 2007. So I say what are you REALLY
getting out of balancing your accounts thru Money? Good luck. Steve
 
Old 11-25-2008, 03:09 PM
kaplan3jiim@example.com
Guest
 
Posts: n/a
Default Re: Balance this account: how to skip some months?

On Tue, 25 Nov 2008 06:33:04 -0800 (PST), Daniel <daniel3ub[at]gmail.comwrote:

- quote -

> Hi, there.
> It was a long time ago since I last balanced my account within
> Money07. Now I want to balance it again, but I just cannot remember
> the last statement date and starting balance Money used to do this the
> last time.


Money should automatically show you this.
- quote -

> Is there some way to skip some months in balancing, and balance from a
> specific date onward? Or am I bound to the fact I will never balance
> my account again?


I don't think so. On the rare occasions when I have missed a month, I
had to do them one at a time to catch up. Or so it seemed.
- quote -

> Thanks!
  #-1  
Old 11-25-2008, 01:33 PM
Daniel
Guest
 
Posts: n/a
Default Balance this account: how to skip some months?

Hi, there.

It was a long time ago since I last balanced my account within
Money07. Now I want to balance it again, but I just cannot remember
the last statement date and starting balance Money used to do this the
last time.

Is there some way to skip some months in balancing, and balance from a
specific date onward? Or am I bound to the fact I will never balance
my account again?

Thanks!
 

Tags
account, balance, months, skip
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