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Old 06-11-2004, 10:47 PM
Dick Watson
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Default Re: Change past credit card payments to transfers instead of withdrawals

Well, glad we got you where you were trying to go anyway. Thanks for the
feedback.

"Dan Orth" <danorth[at]hotmail.com> wrote in message
news:O$WIOz$TEHA.2164[at]TK2MSFTNGP11.phx.gbl...
- quote -

> Thanks for your help! That did it!
> -Dan
> > I knew a Dan Orth once, did you used to work at the DCF facility?

> No, guess it must have been someone else.



  #1  
Old 06-10-2004, 10:02 AM
jb
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Default Re: Change past credit card payments to transfers instead of withdrawals

Dan,

Assuming both your credit card accounts and your payment accounts are
set up in Money, they will show as transfers if you categorize the
payment as a "Credit Card Payment:[card account name]" when you set up
the bill. In fact, you could also set it up as a transfer to start
with but I recommend the former.

You mentioned deposits and withdrawals which doesn't make it clear to
me how you're categorizing the bill when you set it up. If I haven't
addressed your question properly, post back with more detail on how
you set up your credit card payments. Thanks.

Regards,
John Buschman


"Dan Orth" <danorth[at]hotmail.com> wrote in message news:<ucOvDXpTEHA.2324[at]TK2MSFTNGP10.phx.gbl> ...
- quote -

> Hi-
> I have quite a few credit card payments that were "deposits" and
> "withdrawals" in MSM 2004. Since they are more accurately just transfers I
> was wondering if there is an easy way to change them. I try to edit them
> and then click on the transfer tab but it just prompts me to create a new
> transaction. The only way I have found this to work is to create an
> entirely new transaction with the same date and information which I don't
> want to have to do for everyone. Any help would be greatly appreaciated!
> Thanks!
> -Dan

 
Old 06-10-2004, 05:08 AM
Dick Watson
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Posts: n/a
Default Re: Change past credit card payments to transfers instead of withdrawals

Turn off transaction forms. Change one of the register entries from some
kind of expense/income to Transfer:[other account] (in one of the two
transactions) and void the other. This should get you there. You will
definitely have to void--or delete--one of the pair, however.

I knew a Dan Orth once, did you used to work at the DCF facility?

"Dan Orth" <danorth[at]hotmail.com> wrote in message
news:ucOvDXpTEHA.2324[at]TK2MSFTNGP10.phx.gbl...
- quote -

> I have quite a few credit card payments that were "deposits" and
> "withdrawals" in MSM 2004. Since they are more accurately just transfers

I
> was wondering if there is an easy way to change them. I try to edit them
> and then click on the transfer tab but it just prompts me to create a new
> transaction. The only way I have found this to work is to create an
> entirely new transaction with the same date and information which I don't
> want to have to do for everyone. Any help would be greatly appreaciated!



  #-1  
Old 06-10-2004, 02:51 AM
Dan Orth
Guest
 
Posts: n/a
Default Change past credit card payments to transfers instead of withdrawals

Hi-

I have quite a few credit card payments that were "deposits" and
"withdrawals" in MSM 2004. Since they are more accurately just transfers I
was wondering if there is an easy way to change them. I try to edit them
and then click on the transfer tab but it just prompts me to create a new
transaction. The only way I have found this to work is to create an
entirely new transaction with the same date and information which I don't
want to have to do for everyone. Any help would be greatly appreaciated!
Thanks!

-Dan


 

Tags
card, change, credit, past, payments, transfers, withdrawals
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