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  #3  
Old 02-14-2004, 04:29 PM
Cal Learner-- MVP
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Posts: n/a
Default Re: transfering money between account

In microsoft.public.money, Mike I wrote:

- quote -

> Thanks for writting back. What i ended up doing was del my transfer from
> checking to investment and then changing the downloaded version like you
> mentioned.
> I was just hoping there was an easier way like between my checking and
> credit card account. When it downloads data from the credit card and see a
> payment posted that matches the transfer i setup from the checking, it asks
> if this is the same transaction.


You could enter a scheduled transfer from scratch into the
Bills&Deposits for future payments. Have the transaction entered
beforehand as an estimated amount, and then both downloads should
ask if it is the same. Be sure that when the transaction first gets
entered, the C column is empty. It should be if you entered the
scheduled transaction from scratch.

If you somehow fail to match the download with that transfer
transaction, you will get duplicates. Pay attention until you are
sure things are going smoothly for you.

  #2  
Old 02-14-2004, 11:49 AM
Mike I
Guest
 
Posts: n/a
Default Re: transfering money between account

Carl,

Thanks for writting back. What i ended up doing was del my transfer from
checking to investment and then changing the downloaded version like you
mentioned.

I was just hoping there was an easier way like between my checking and
credit card account. When it downloads data from the credit card and see a
payment posted that matches the transfer i setup from the checking, it asks
if this is the same transaction.

--Mike

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:23cr201re9oueu571p74ujrkfcem0m1r5e[at]4ax.com...
- quote -

> In microsoft.public.money, Mike I wrote:
> > i have two accounts one checking and another investment account.
> > every month i transfer money into the investment account and its

registered
> > in money as a transfer, the problem is the investment account downloads
> > transactions again from the investment website and my deposits are
> > duplicated.
> > How can i treat these as one deposit.

> When you download, you need to click Change to match the downloaded
> transaction to the existing transfer.
> If that is not available, let's discuss further... vintage of Money,
> how transfer is entered, etc.



  #1  
Old 02-14-2004, 04:23 AM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: transfering money between account

In microsoft.public.money, Mike I wrote:

- quote -

> i have two accounts one checking and another investment account.
> every month i transfer money into the investment account and its registered
> in money as a transfer, the problem is the investment account downloads
> transactions again from the investment website and my deposits are
> duplicated.
> How can i treat these as one deposit.


When you download, you need to click Change to match the downloaded
transaction to the existing transfer.

If that is not available, let's discuss further... vintage of Money,
how transfer is entered, etc.


 
Old 02-14-2004, 04:07 AM
Dick Watson
Guest
 
Posts: n/a
Default Re: transfering money between account

Don't download? Obviously you can do a better job understanding the
transaction structure than the financial institutions and Money can.

"Mike I" <minnoce944[at]hotmail.com> wrote in message
news:%23euAMXp8DHA.1428[at]TK2MSFTNGP12.phx.gbl...
- quote -

> i have two accounts one checking and another investment account.
> every month i transfer money into the investment account and its

registered
> in money as a transfer, the problem is the investment account downloads
> transactions again from the investment website and my deposits are
> duplicated.
> How can i treat these as one deposit.



  #-1  
Old 02-13-2004, 11:59 PM
Mike I
Guest
 
Posts: n/a
Default transfering money between account

i have two accounts one checking and another investment account.
every month i transfer money into the investment account and its registered
in money as a transfer, the problem is the investment account downloads
transactions again from the investment website and my deposits are
duplicated.
How can i treat these as one deposit.

Thanks,

--Mike
(wishing i had 100% matched deposit for free


 

Tags
account, money, transfering
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