Microsoft KB Archive/156555

Money: How to Access the Last Five Transactions for a Payee

PSS ID Number: Q156555 Article last modified on 08-18-1998

WINDOWS:5.0,98,99

WINDOWS

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The information in this article applies to:

 Microsoft Money 99 Microsoft Money 98 == Microsoft Money version 5.0 for Windows 95 == 

= SUMMARY =

You can quickly access the last five transactions for a particular payee by using shortcut menus. Select the transaction closest to the new one you want to enter; Money then fills in the new transaction based on the selected transaction.

= MORE INFORMATION =

This feature is helpful if you have recurring payments or deposits using the same payee name that differ in amount or category. A payroll deposit that differs in amount every other paycheck would be a good example.

When entering a new transaction, type the payee name. The AutoComplete+ feature in Money fills in the amount and category information from the last transaction to this payee when you tab out of the Payee field.

To review other transactions for this same payee, right-click the Payee or the Amount field and point to Previous Amounts on the shortcut menu. A list of the last five transactions appears with the amount, date, and category for the last five similar transactions, payments or deposits, to this payee.

Click the transaction closest in amount and category and Money replaces the information in the new transaction.

= Additional query words: w_money pizza =

Keywords : kbdta kbfaq Version : WINDOWS:5.0,98,99 Platform : WINDOWS Issue type : kbhowto ============================================================================= Copyright Microsoft Corporation 1998.