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#2
01-08-2004, 02:59 PM
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 Re: Transfers between accounts ... In microsoft.public.money, BGuthrie wrote: - quote - > To Clarify:
Make the transaction a Transfer with a subcategory of the other> I am using Money 2003. I have about 8 accounts at 2 > different banks. I update MS Money online only, I never > input any other transactions any other way. I often > transfer money from one account to another digitaly or > via cheque deposit or other means. I can recognize > transfers that happen to both accounts as being money > deposited in one account and removed from the other. How > do I tell MS Money that this is a transfer and that these > amounts should not be added to my total income and total > expenses. account. - quote - > I do find a transfer option under 'Catagory'
Well, yes. That is what a transfer is-- a transfer to the other> but if I select the apropriate Transfer option, MS Money > adds in extra fields, as if I am asking it to transfer > this transaction to the other account. account. - quote - > Do I need to
I would modify the first-downloaded transaction to a transfer rather> create transactions this way then delete the originals? than creating the transfer transaction from scratch. Then in the normal course of events, when you download the other account, match the newly downloaded transaction to the transfer. - quote - > Is this really the way MS suggests we do this? Is this an
An alternative is to schedule the transaction to be placed into the> abnormal transaction? registers beforehand. Then match the transactions upon download. Money would like to default to matching the transaction to the scheduled transfer, but it usually needs help doing so. |
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#1
01-08-2004, 05:43 AM
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| Re: Transfers between accounts ... - quote - > -----Original Message-----
different banks. I update MS Money online only, I never> In microsoft.public.money, BGuthrie wrote: > > I am just trying to monitor my cash flow, i download all > > statments from all accounts from all banks and get the > > info into money without a hitch. I can find where i have > > taken money from one account and placed it in another. > > How to i tell Money that this is just a transfer, and not > > a combination of expense and income? I find that my > > overall income and exenses are way off because of this. > Make the category Transfer and the subcategory the other account. > For cases where you have two separate transactions, convert one to a > transfer and void/delete the other. > . > To Clarify: I am using Money 2003. I have about 8 accounts at 2 input any other transactions any other way. I often transfer money from one account to another digitaly or via cheque deposit or other means. I can recognize transfers that happen to both accounts as being money deposited in one account and removed from the other. How do I tell MS Money that this is a transfer and that these amounts should not be added to my total income and total expenses. I do find a transfer option under 'Catagory' but if I select the apropriate Transfer option, MS Money adds in extra fields, as if I am asking it to transfer this transaction to the other account. Do I need to create transactions this way then delete the originals? Is this really the way MS suggests we do this? Is this an abnormal transaction? |
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01-06-2004, 08:29 AM
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| Re: Transfers between accounts ... In microsoft.public.money, BGuthrie wrote: - quote - > I am just trying to monitor my cash flow, i download all
Make the category Transfer and the subcategory the other account.> statments from all accounts from all banks and get the > info into money without a hitch. I can find where i have > taken money from one account and placed it in another. > How to i tell Money that this is just a transfer, and not > a combination of expense and income? I find that my > overall income and exenses are way off because of this. For cases where you have two separate transactions, convert one to a transfer and void/delete the other. |
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#-1
01-06-2004, 04:58 AM
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| Transfers between accounts ... I am just trying to monitor my cash flow, i download all statments from all accounts from all banks and get the info into money without a hitch. I can find where i have taken money from one account and placed it in another. How to i tell Money that this is just a transfer, and not a combination of expense and income? I find that my overall income and exenses are way off because of this. |
| Tags |
| accounts, transfers |
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