Microsoft KB Archive/151380

Money: Automatic Payments One Payment Behind in Payment Calendar

PSS ID Number: Q151380 Article last modified on 08-18-1998

WINDOWS:3.0,3.0a,4.0,4.0a,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 Microsoft Money versions 4.0 and 4.0a for Windows 95 == Microsoft Money versions 3.0, 3.0a == 

= SYMPTOMS =

The scheduled automatic payments (Apays) appear to be one payment behind in Bills (in Money 99 and 98), in the Payment Calendar (in Money 5.0 and 4.0), or in the Future Transactions window (in Money 3.0). However, the payment is made on time, but is not entered in your Account Register unless downloaded during an Online Banking session.

= CAUSE =

There are two causes for this behavior:

  A communication error occurred during a call when the Automatic Payment was downloaded to your Money file. For more information, read the “Resolution” and “More Information” sections later in this article.   You use multiple Money files with a single account with Online Services and the Automatic Payment information was downloaded to the wrong Money file during an online session. If you use multiple Money files with the same account with Online Services, please see the following articles in the Microsoft Knowledge Base: ARTICLE-ID: Q139950 TITLE : Money: Err Msg: Money Couldn’t Find and Update the Transaction </li></ol>

NOTE: It is strongly recommended that you do not use multiple Money files with one Online Services account.

= RESOLUTION =

There is no way to manually increment the transaction in Bills, the Payment Calendar or the Future Transactions window. The best way to synchronize your Money file with Online Services is to manually enter the scheduled transaction in your account register, cancel the exiting Automatic Payment, and then send new instructions to reestablish this Apay.

For more detailed steps, see the “More Information” section of this article.

= MORE INFORMATION =

Automatic Payments are scheduled 30 days in advance of their due date by Online Services during a regular call to Online Services. At that time, the transaction is entered in the Account Register with the scheduled check number, and Bills, the Payment Calendar or Future Transactions windows are updated to increment the next payment.

If there is a communication problem during a call when an Apay is being downloaded to your Money file, the transaction will not be downloaded again. The payment will be made on schedule, but your Money file will not be correctly updated.

To correct this, follow these steps:

<ol style="list-style-type: decimal;">  Contact your bank or Online Services to determine the correct check number for the scheduled payment. At the same time, ask when the next unscheduled payment would be. </li>  Manually enter the scheduled transaction in your register. </li>  Cancel the Automatic Payment that is out of synchronization. </li>  Create a new Automatic Payment. NOTE: Make sure you set up the instructions beginning with the next unscheduled payment as determined in step 1. This step ensures that you do not create duplicate payments. </li></ol>

For additional information on how to carry out these steps, please see the following articles in the Microsoft Knowledge Base:

ARTICLE-ID: Q118894 TITLE : Money: Support Phone Numbers for Money On-Line Services

ARTICLE-ID: Q149224 TITLE : Money: What Is an Apay and How to Enter One

ARTICLE-ID: Q142768 TITLE : Money: How to Cancel Apays, Epays, and Send Bank Letter

ARTICLE-ID: Q142769 TITLE : Money 3.0: How to Cancel Apays, Epays and Send Bank Letter

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Keywords : kbdta Version : WINDOWS:3.0,3.0a,4.0,4.0a,5.0,98,99 Platform : WINDOWS Issue type : kbprb ============================================================================= Copyright Microsoft Corporation 1998.