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#3
01-08-2004, 05:56 PM
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 Re: Transfers from one account to another. - quote - > -----Original Message-----
from scratch. Then in the normal course of events, when> In microsoft.public.money, Mick wrote: > > Sorry, don't have an answer but I want to know the answer > > to your question too. All my statements are downloaded > > and if I tell Money this is a transfer, it makes an > > additional transfer that I don't want it to. > This was my response to BGuthrie when he made the identical posting > on another thread: > :In microsoft.public.money, BGuthrie wrote: > : > To Clarify: > 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. > : > :Make the transaction a Transfer with a subcategory of the other account. > : > 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. > : > :Well, yes. That is what a transfer is-- a transfer to the other account. > : > Do I need to > create transactions this way then delete the originals? > : > :I would modify the first-downloaded transaction to a transfer rather than creating the transfer transaction you download the other account, match the newly downloaded transaction to the transfer. - quote - > :
transactions upon download.> : > Is this really the way MS suggests we do this? Is this an > abnormal transaction? > : > :An alternative is to schedule the transaction to be placed into the registers beforehand. Then match the - quote - > :
so.> :Money would like to default to matching the transaction to the scheduled transfer, but it usually needs help doing - quote - > :
Mick> Does that make sense, Mick? My CU supports only OFC and QIF for Money, not OFX. |
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#2
01-08-2004, 05:26 PM
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| Re: Transfers from one account to another. Not sure if it makes sense or not until I go home and play with it. I was hoping for an easier way so that when the download appears in Money, the transfer would auto appear correctly without having to edit it. Thank for your help. Mick - quote - > -----Original Message-----
from scratch. Then in the normal course of events, when> In microsoft.public.money, Mick wrote: > > Sorry, don't have an answer but I want to know the answer > > to your question too. All my statements are downloaded > > and if I tell Money this is a transfer, it makes an > > additional transfer that I don't want it to. > This was my response to BGuthrie when he made the identical posting > on another thread: > :In microsoft.public.money, BGuthrie wrote: > : > To Clarify: > 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. > : > :Make the transaction a Transfer with a subcategory of the other account. > : > 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. > : > :Well, yes. That is what a transfer is-- a transfer to the other account. > : > Do I need to > create transactions this way then delete the originals? > : > :I would modify the first-downloaded transaction to a transfer rather than creating the transfer transaction you download the other account, match the newly downloaded transaction to the transfer. - quote - > :
transactions upon download.> : > Is this really the way MS suggests we do this? Is this an > abnormal transaction? > : > :An alternative is to schedule the transaction to be placed into the registers beforehand. Then match the - quote - > :
so.> :Money would like to default to matching the transaction to the scheduled transfer, but it usually needs help doing - quote - > : > Does that make sense, Mick? > . |
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#1
01-08-2004, 04:51 PM
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| Re: Transfers from one account to another. In microsoft.public.money, Mick wrote: - quote - > Sorry, don't have an answer but I want to know the answer
This was my response to BGuthrie when he made the identical posting> to your question too. All my statements are downloaded > and if I tell Money this is a transfer, it makes an > additional transfer that I don't want it to. on another thread: :In microsoft.public.money, BGuthrie wrote: : To Clarify: 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. : :Make the transaction a Transfer with a subcategory of the other account. : 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. : :Well, yes. That is what a transfer is-- a transfer to the other account. : Do I need to create transactions this way then delete the originals? : :I would modify the first-downloaded transaction to a transfer rather 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. : : Is this really the way MS suggests we do this? Is this an abnormal transaction? : :An alternative is to schedule the transaction to be placed into the 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. : Does that make sense, Mick? |
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01-08-2004, 04:16 PM
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| Transfers from one account to another. Sorry, don't have an answer but I want to know the answer to your question too. All my statements are downloaded and if I tell Money this is a transfer, it makes an additional transfer that I don't want it to. Mick - quote - > -----Original Message----- > 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. 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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#-1
01-08-2004, 05:43 AM
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| Transfers from one account to another. 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. 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? |
| Tags |
| account, transfers |
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