Bank, Online and Actual Account Balances.

Is there a way to update my Money register with my bank and show the posted
"bank" balance, the "online" available (posted minus pending) balance, and
the actual (transactions entered into the register in Money) balance?
Quicken can do this, Money seems more advanced, but I cannot find this
information.

How do I configure Money for this information?

SteveBell
Sun Aug 24 21:29:55 CDT 2008

Kane wrote:

> Is there a way to update my Money register with my bank and show the
> posted "bank" balance, the "online" available (posted minus pending)
> balance, and the actual (transactions entered into the register in
> Money) balance? Quicken can do this, Money seems more advanced, but
> I cannot find this information.
>
> How do I configure Money for this information?

Part of what you want is already there: Open an account register.
Update it from the bank. Look it the upper right corner of the register
where it says, "Bank Balance". This number is the current balance of
your account as reported by the bank the last time you downloaded data.

For the rest of it, I think you'll have to create a custom report based
on whether the transaction has been processed. An "Account
Transactions" report would be a good place to start. You might have to
export the data to Excel to get exactly what you want.

--
Steve Bell
New Life Home Improvement
Arlington, TX

Kane
Mon Aug 25 08:36:01 CDT 2008

I was trying to avoid the excel route. Thanks.

"SteveBell" wrote:

> Kane wrote:
>
> > Is there a way to update my Money register with my bank and show the
> > posted "bank" balance, the "online" available (posted minus pending)
> > balance, and the actual (transactions entered into the register in
> > Money) balance? Quicken can do this, Money seems more advanced, but
> > I cannot find this information.
> >
> > How do I configure Money for this information?
>
> Part of what you want is already there: Open an account register.
> Update it from the bank. Look it the upper right corner of the register
> where it says, "Bank Balance". This number is the current balance of
> your account as reported by the bank the last time you downloaded data.
>
> For the rest of it, I think you'll have to create a custom report based
> on whether the transaction has been processed. An "Account
> Transactions" report would be a good place to start. You might have to
> export the data to Excel to get exactly what you want.
>
> --
> Steve Bell
> New Life Home Improvement
> Arlington, TX
>