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Microsoft Money 2006


xtreme__boi
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Is anyone farmiliar with this program? I have been using M$ Money 2003 for about 12 months, and have been using M$ Money Deluxe 2006 since yesterday. But I need to ask a simple question...

 

At this moment in time I have got a load of transactions listed in my accounts. Some of these transaction go back as far as Sept/Oct 2004. I am wondering can these be deleted after a certain amount of time, like expire? Only because I don't want a huge pile of transaction listed. I ideally only want the transactions for the last 6 months showing.

 

So the 1st thing I thought of was the delete the transaction I no longer require, but then the balance on the account changes. For example if I delete a transaction which was for a withdrawal of £75.00, dated 6 months ago - then my balance on that account will increase by £75.00. But I don't want the balance on the account to change, I simply want to delete older transactions. I hope you can understand what I am trying to get at.

 

Can anyone help?

Edited by cutehomoboi
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Yes I use that program and I never worked that out either.

I just go ahead with all my deletions and then make the latest entry Adjust Balance Deposit $xxxx(whatever has been deleted).

Does that make sense?

 

Or you could make the earliest entry Deleted Transactions $xxxx

Edited by Andrew S.
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Yes I use that program and I never worked that out either.

I just go ahead with all my deletions and then make the latest entry Adjust Balance Deposit $xxxx(whatever has been deleted).

Does that make sense?

 

Or you could make the earliest entry Deleted Transactions $xxxx

That does make perfect sense infact. That is something I will keep in mind for the time being. But will see if I can get any other help, in the meantime.

 

:tup:

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Ok, this is another problem that I have got.

 

I never, ever update my M$ Money with my bank. Only reason being is that I don't like the look of the layout, when the info on the transactions have been imported from my Bank to M$ Money.

 

For example if M A Example paid me £75.00 for an item I sold on eBay, then I will input his name as the payee on M$ Money. I then fill out a paying in slip for the cheque, and deposit it into my bank. I will then later check my bank with my on-line banking, and can see that the cheque has been paid into my account. But it doesn't show the name of M A Example as the payee, instead it will show the number of the paying in slip i.e: 00001, 00002, 00003 and so on.

 

So as I was saying, if I then later import the info from my bank, to my M$ Money AFTER I inputted M A Example as the payee on M$ Money, then the bank info wouldn't really tally up. Because it will show i.e 00001 as the payee of £75.00. Plus I have got alot of transactions going in and out my Current & savings account. So that is why I never import my transactions from my Bank, and download them to my M$ Money.

 

But I am still reading the info on M$ to see if i can find an answer to my original question.

 

:tup:

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You may need to lash out on Quick books to do what you you want. Money is a great program for share and stock transactions but leaves a lot to be desired in everyday banking recording.

Sorry, but didn't understand what you said in the bold text?

 

:erm:

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Still can't find what I am looking for. Been browsing most of the day.
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How about writing down the balance of an account on the most distant date in the past that you want, and then enter it in account details/opening balance. Then delete all the prior transactions. So the new "opening balance" is really the balance from 6 months ago with all subsequent transactions following. I don't think you can make transactions expire and delete by themselves. I'm still using MS Money 2002 for every penny of every kind of transaction I make (OK except for a balancing item of roughly $10 per month for stuff I miss or forget).

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How about writing down the balance of an account on the most distant date in the past that you want, and then enter it in account details/opening balance. Then delete all the prior transactions. So the new "opening balance" is really the balance from 6 months ago with all subsequent transactions following.

That sound's like a great idea. I will have a lil play about with M$ Money later, to see if I can get that to work. I will be a bit wary tho, because I don't want to mess up the balance on my account(s). If I do that, then I will be screwed :yikes:

 

:tup: for the suggestion tho.

 

Sorry, maybe I should have put this one first.

 

You can call them or submit a support ticket and ask these questions free for three years with your edition. It's funny how this information is hard to find, sometimes.

Yeh, I will agree to that. But thanks for the help sweetie. ;)

Edited by cutehomoboi
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