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#1
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| Recurring bills are for scheduling future payments, not for tracking past payments. You can track your money from any date you want, but you have to enter all the past transactions individually. I'm not aware of any way to use Bill Summary to help retroactively enter old data. If your bank or other financial institution supports transaction downloads, either directly into Money or from their website, that can bring in old data more easily than typing it all in. Many institutions support a year or so of old transactions. "Matt" <Matt[at]discussions.microsoft.com> wrote in message news 92A577B-7EEA-4ED9-99E4-F05402B99092[at]microsoft.com...- quote - > I just started using MS money and have added my bank account. I can see my > old payments listed in my Account register but can't link any of those > transactions to my Bill Summary recurring payments. When I create a > recurring bill it just tries to make a new transaction that does not > reflect > or link to previous payments. What am I missing here? Can I only track > my > money from the day I installed MS money forward??? Should I not be able > to > create a recurring bill based on my old banking data that was imported? |
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| I'm surely missing your issue, but you can create a bill based on any transaction by r-click, Add to Bills. If your issues is that the Bills Calendar doesn't show past payments as part of the scheduled series, I'm not sure what you think is lost by this. The display on Bills Calendar and the ability to project future amounts based on the last n are the only places this association is ever used. Likely as not, neither of these are a big loss for most purposes. If this doesn't address your issue, please clarify your expectation when you say you "can't link any of those transactions to [your] Bill Summary recurring payments". "Matt" <Matt[at]discussions.microsoft.com> wrote in message news 92A577B-7EEA-4ED9-99E4-F05402B99092[at]microsoft.com...- quote - > I just started using MS money and have added my bank account. I can see my > old payments listed in my Account register but can't link any of those > transactions to my Bill Summary recurring payments. When I create a > recurring bill it just tries to make a new transaction that does not > reflect > or link to previous payments. What am I missing here? Can I only track > my > money from the day I installed MS money forward??? Should I not be able > to > create a recurring bill based on my old banking data that was imported? |
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#-1
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| I just started using MS money and have added my bank account. I can see my old payments listed in my Account register but can't link any of those transactions to my Bill Summary recurring payments. When I create a recurring bill it just tries to make a new transaction that does not reflect or link to previous payments. What am I missing here? Can I only track my money from the day I installed MS money forward??? Should I not be able to create a recurring bill based on my old banking data that was imported? |
| Tags |
| bill, link, past, payments, summary |
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