Split information is not retained when a scheduled payment is recorded to the register in Money (838712)


The information in this article applies to:

  • Microsoft Money 2004 Deluxe
  • Microsoft Money 2004 Premium
  • Microsoft Money 2004 Small Business
  • Microsoft Money 2004 Standard
  • Microsoft Money 2003 Deluxe
  • Microsoft Money 2003 Deluxe and Business
  • Microsoft Money 2003 Standard
  • Microsoft Money 2002

SYMPTOMS

You notice that split information is not retained when a scheduled payment is recorded to the register in Microsoft Money.

CAUSE

This behavior occurs if the payment is scheduled as an automatic payment (Apay).

RESOLUTION

To resolve this behavior, record the payment as an electronic payment (Epay) in Money. To create an Epay, follow these steps:
  1. On the Accounts & Bills menu, click Account List.
  2. Click the account where you want to create an Epay.
  3. Click Make an electronic payment or transfer, and then click Make an electronic payment.
  4. Type the required payment information.
  5. To send the payment immediately, click Submit Payment. To submit the payment later, click Save Draft.
To make an Epay a recurring transaction, follow these steps:
  1. Click Account List, and then click the account that contains the Epay that you want to make a recurring transaction.
  2. Right-click the Epay that you want to schedule, and then click Add to Bills & Deposits.
  3. Follow the instructions that appear on the screen to create the Epay.

STATUS

This behavior is by design.

MORE INFORMATION

When you schedule a payment as an Epay, Money retains the split information when the payment is posted to the account register. For example, when you send a mortgage payment as an Epay, Money uses retained interest and principal information to generate more detailed reports.
Modification Type:MajorLast Reviewed:11/11/2004
Keywords:kbprb KB838712 kbAudEndUser
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