unofficial microsoft.public.money FAQ and A
[ Home ]

 

How to do things in Money: Financial Situations

Q) I've been lazy and haven't balanced in months. How do I catch up?

A) If you wish to start fresh and declare an account balanced, you can mark all entries balanced. Select the register view to show only unreconciled transactions, sort by date, and go to the oldest transaction. Hold down Cntl+Shift+M and let auto-repeat work through the transactions until none are left showing. Then balance, making the starting and ending balance match the known balance. Choose the balance date to be the day after your last transaction. This is not the normal procedure; it just starts you with an amnesty for former balancing.

Thereafter, follow the normal procedure. Look at the balancing movie clip from your Money disk.

Answer courtesy of Cal Learner--MVP.

Please see this disclaimer if you are using Money 2005 or this comment if you are using Money 2006.

← Previous Next →
How to do things in Money: Financial Situations
Q) I'm distributing my 401(k)/withdrawing from my IRA--how do I categorize the transfer as income?
How to do things in Money: Financial Situations
Q) Money won't let me make a Loan Payment from my Paycheck. Why not? What do I do?

Fine Print

Contact

Last update: 10 December 2006

If this kind of stuff is important to you:

Valid XHTML 1.1

Valid CSS!