Microsoft KB Archive/838712

= Split information is not retained when a scheduled payment is recorded to the register in Money =

Article ID: 838712

Article Last Modified on 11/11/2004

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APPLIES TO


 * Microsoft Money 2004 Deluxe Edition
 * Microsoft Money 2004 Premium Edition
 * Microsoft Money 2004 Small Business Edition
 * Microsoft Money 2004 Standard Edition
 * Microsoft Money 2003 Deluxe Edition
 * Microsoft Money 2003 Deluxe and Business Edition
 * Microsoft Money 2003 Standard Edition
 * Microsoft Money 2002 Standard Edition

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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.

Keywords: kbprb KB838712

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