Recurring Transactions (Mac Version)

General Discussions and Announcements

Recurring Transactions (Mac Version)

Postby colin » Tue Sep 30, 2008 9:40 am

I an trying out MyMoney and it is looking extremely good so far. One thing though = why it is that only some of the entries I have memorised show "recurring" in the detail/input form whilst others do not?

Thanks
Colin
colin
 
Posts: 5
Joined: Tue Sep 30, 2008 9:31 am

Re: Recurring Transactions (Mac Version)

Postby mthadm » Tue Sep 30, 2008 9:49 am

When you memorize a transaction you are given a choice at how many times this transaction will repeat over set period of time.

If you leave everything by default then the memorized transaction will not repeat, you enter it manually every single time you want to have it in the register.

Repeating (recurring) transactions behave a little different, when you enter a recurring transaction the software keeps track of how many times it was entered and at what time intervals. This is done to accurately reflect bills that may have set number of occurrences (48 car payments before loan is paid of for example, or a paycheck at 15th and 30th of the month)

We are planning to allow automatic entry of recurring transactions in a couple of cycles and (--among other things) this will be one of the visual marks that differentiates manual and automated bills in the register.
---
MTH Software

Reminder: MTH Software employees will never ask for the username and password for any of your banking or credit card accounts.
Please do not provide this information when using our contact form.

My Money download page: http://www.mthbuilt.com/download.html
My Money manual: http://wiki.mthbuilt.com/My_Money_2.0_Manual
User avatar
mthadm
Site Admin
 
Posts: 1056
Joined: Mon May 05, 2008 12:58 am

Re: Recurring Transactions (Mac Version)

Postby cbukszpan » Thu Dec 11, 2008 1:48 pm

Hi, I am a new user so pardon any ignorance.... Is there a way to set up recurring and/or scheduled transactions and/or a list of bills due, using the My Money program? I can't seem to figure out a way to do any of these things. I am using a trial version if that makes any difference.
cbukszpan
 
Posts: 1
Joined: Thu Dec 11, 2008 1:40 pm

Re: Recurring Transactions (Mac Version)

Postby mthadm » Thu Dec 11, 2008 2:09 pm

---
MTH Software

Reminder: MTH Software employees will never ask for the username and password for any of your banking or credit card accounts.
Please do not provide this information when using our contact form.

My Money download page: http://www.mthbuilt.com/download.html
My Money manual: http://wiki.mthbuilt.com/My_Money_2.0_Manual
User avatar
mthadm
Site Admin
 
Posts: 1056
Joined: Mon May 05, 2008 12:58 am


Return to General Discussions and Announcements

Who is online

Users browsing this forum: No registered users and 1 guest

cron