Greetings,
After diligently recording all transactions in Money, I stopped. I want
to be able to start from now and then fill in the missing information (about
7 months worth). What is the best way to start recording things as though
starting fresh and then incorporating the data that I already had, while
taking the next few weeks to fill in the gaps? Thank you for any and all
suggestions.
BTW, I am fairly new to Money 2006. I used 2002 for about 6 months before
getting 2006 version. I got it so I could sync my data on my PocketPC.

Re: Haven't Used Money in long time by Dick

Dick
Sat Dec 16 15:22:01 CST 2006

Assuming you want to see correct balances as you go, you will have to enter
adjustment transactions--at some date just before you want to pick up again.
These transactions should be whatever amount is required to get back in
balance to, say, the balance of the account at the end of last month if you
want to start entering transactions that came after that point. Picking the
point to balance to is the challenge here. If you just start at some
arbitrary date without regard to any recent statement balance, it will be
very hard to figure out what the adjustment amount needs to be to be in
balance with the bank.

When you go to add transactions in the interim period, you can delete the
adjustment transaction or adjust it as required to stay in balance if you
enter, say three of six month's worth at one sitting.

Keep notes. Excel would be handy. Save copies of your file as you go along
in case something goes awry and the ending balance gets off.

"Whistler" <hereisrpt001-spamfilter-remove-double-hitmeagain-@nowhere.com>
wrote in message news:QbZgh.348$HT5.322@trnddc02...
> After diligently recording all transactions in Money, I stopped. I
> want to be able to start from now and then fill in the missing information
> (about 7 months worth). What is the best way to start recording things as
> though starting fresh and then incorporating the data that I already had,
> while taking the next few weeks to fill in the gaps?



Re: Haven't Used Money in long time by Whistler

Whistler
Sat Dec 30 12:32:13 CST 2006

Thank you for your suggestions. Are you recommending that I enter
transaction into Excel and then import to Money?

"Dick Watson" <littlegreengecko@mind-enufalready-spring.com> wrote in
message news:%23z2m4gVIHHA.1248@TK2MSFTNGP02.phx.gbl...
> Assuming you want to see correct balances as you go, you will have to
> enter adjustment transactions--at some date just before you want to pick
> up again. These transactions should be whatever amount is required to get
> back in balance to, say, the balance of the account at the end of last
> month if you want to start entering transactions that came after that
> point. Picking the point to balance to is the challenge here. If you just
> start at some arbitrary date without regard to any recent statement
> balance, it will be very hard to figure out what the adjustment amount
> needs to be to be in balance with the bank.
>
> When you go to add transactions in the interim period, you can delete the
> adjustment transaction or adjust it as required to stay in balance if you
> enter, say three of six month's worth at one sitting.
>
> Keep notes. Excel would be handy. Save copies of your file as you go along
> in case something goes awry and the ending balance gets off.
>
> "Whistler" <hereisrpt001-spamfilter-remove-double-hitmeagain-@nowhere.com>
> wrote in message news:QbZgh.348$HT5.322@trnddc02...
>> After diligently recording all transactions in Money, I stopped. I
>> want to be able to start from now and then fill in the missing
>> information (about 7 months worth). What is the best way to start
>> recording things as though starting fresh and then incorporating the data
>> that I already had, while taking the next few weeks to fill in the gaps?
>
>



Re: Haven't Used Money in long time by Dick

Dick
Sat Dec 30 15:19:19 CST 2006

Not necessarily all transactions, but I would use it to keep track of known
good balances as you add transactions and adjust your "adjustment"
transaction so that its amount covers progressively fewer transactions you
haven't entered yet.

"Whistler" <hereisrpt001-spamfilter-remove-double-hitmeagain-@nowhere.com>
wrote in message news:Ngylh.906$kB3.73@trnddc08...
> Thank you for your suggestions. Are you recommending that I enter
> transaction into Excel and then import to Money?