Money: How to View Last Payment Date of an Automatic Payment (173728)


The information in this article applies to:

  • Microsoft Money 2004 Deluxe
  • Microsoft Money 2003 Deluxe
  • Microsoft Money 2003 Deluxe and Business
  • Microsoft Money 2003 Standard
  • Microsoft Money 2002
  • Microsoft Money 2001
  • Microsoft Money 2000
  • Microsoft Money 99
  • Microsoft Money 98
  • Microsoft Money 97
  • Microsoft Money 2000 Business and Personal
  • Microsoft Money 98 Deluxe Edition
  • Microsoft Money 98 Financial Suite
This article was previously published under Q173728

SUMMARY

To view the last payment date of an active Automatic Payment (Apay), go to the Bills screen in Money 2000, Money 99, and Money 98 or the Payment Calender in versions 4.0 and 5.0.

MORE INFORMATION

For more information about how to view the last payment date of an active Apay, use the appropriate method for your version of Money.

Money 99 and Later

  1. On the Money navigation bar, click Bills.

    In Money 2002 and later, click Accounts & Bills on the Money navigation bar, and then click Bills & Deposits List.
  2. In the left pane, click Set up Bills & Deposits. (This step does not apply in Money 2002.)
  3. Under Scheduled Bills & Withdrawals, scan the list of payees for the Apay you want to revise. Right-click this Payee, and then click Edit.
  4. Click Scheduling Option to see more information regarding this Apay such as Frequency, Due Date, and Amount of the transaction. Most of the fields except Memo, Category and Classification will be unavailable; only Category and Memo information may be changed.
If you want to change other information, for example the name or the amount, you need to cancel the original instructions and create new instructions.

For more information about how to cancel or create Apays in Money 99, see the "References" section later in this article.

Money 98

  1. On the Money Home screen, click Bills on the navigation bar.
  2. Go to the calendar on the left side of the screen and click the right arrow twice to move forward 2 months.

    Note Moving two months ahead will ensure that the next payment in the series will be viewable in the Payment Calendar list.
  3. Right-click the Apay in the Payment List, and then click Edit.

    You will see information identifying this transaction as an Apay and stating the date of the last payment.
  4. Click OK to see more information regarding this Apay such as Frequency, Due Date, and Amount of the transaction. Most of the fields except Memo, Category and Classification will be unavailable; only Category and Memo information may be changed.
If you want to change other information, for example the name or the amount, you need to cancel the original instructions and create new instructions.

For more information about canceling or creating Apays in Money 98, please see the "References" section later in this article.

Money 4.0 and 5.0

  1. Go to the Contents Page and click Payment Calendar.
  2. Go to the calendar on the right side of the screen and click the right arrow two times to move forward two months.

    Note Moving two months ahead will make sure that the next payment in the series will be viewable in the Payment Calendar List.
  3. Right-click the Apay in the Payment List, and then click Edit.

    You will see information identifying this transaction as an Apay and stating the date of the last payment.
  4. Click OK, to see more information regarding this Apay such as Frequency, Due Date, and Amount of the transaction. Most of the fields except Memo, Category and Classification will be unavailable; only Category and Memo information may be changed.
If you want to change other information, for example the name or the amount, you need to cancel the original instructions and create new instructions.

For more information about how to cancel or create Apays in Money 4.0 and 5.0, see the "References" section later in this article.

REFERENCES

For additional information about how to cancel or how to create Apays, click the following article numbers to view the articles in the Microsoft Knowledge Base:

142768 Money: How To Cancel Apays, Epays, and Send Bank Letter

149224 Money: What Is an Apay and How to Enter One

Modification Type:MajorLast Reviewed:1/5/2005
Keywords:kbhowto kbonline KB173728
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