Article ID: 142768
Article Last Modified on 1/19/2007
APPLIES TO
- Microsoft Money 2007 Deluxe
- Microsoft Money 2007 Home & Business
- Microsoft Money 2007 Premium
- Microsoft Money 2006 Deluxe Web Download
- Microsoft Money 2006 Premium Web Download
- Microsoft Money 2006 Standard Web Download
- Microsoft Money 2005 Deluxe Edition
- Microsoft Money 2005 Premium Edition
- Microsoft Money 2005 Small Business Edition
- Microsoft Money 2005 Standard Edition
- Microsoft Money 2004 Deluxe Edition
- Microsoft Money 2004 Premium Edition
- Microsoft Money 2004 Small Business Edition
- Microsoft Money 2004 Standard Edition
- Microsoft Money 2003 Standard Edition
- Microsoft Money 2003 Deluxe Edition
- Microsoft Money 2003 Deluxe and Business Edition
- Microsoft Money 2003 Standard Edition
- Microsoft Money 2003 Suite
- Microsoft Money 2002 Standard Edition
- Microsoft Money 2002 Deluxe and Business Edition
- Microsoft Money 2002 Deluxe Edition
This article was previously published under Q142768
SUMMARY
This article describes how to accomplish a number of online-oriented tasks in Microsoft Money, and includes the following topics:
- Cancel an Apay
Learn how to permanently cancel an automatic payment (Apay) in the Payment Calendar. Learn how to cancel a scheduled automatic payment (Apay) instruction in the Account Register that has already been received from Online Services.
- Cancel an Epay
Learn how to cancel an electronic payment (Epay) instruction in the Account Register that you already sent to Online Services.
Note If you want to change an existing automatic payment or electronic payment, you have to cancel the original instructions and create new instructions.
MORE INFORMATION
Cancel an Apay
To cancel an Apay instruction, use the appropriate method for your version of Money.
Cancel an Apay instruction in Money 2005 or later versions
- Open Money, and then click Bills.
- In the list of upcoming bills and deposits, select the automatic payment (Apay) that you wish to cancel and then press Delete.
- When you receive each of the following messages, click Yes:
- You have asked to delete an Apay model. Before deleting this model, you should first enter a cancel instruction so that it will not still be paid. Do you want to enter a cancel instruction now? When you click Yes for this message, Money sends a request to permanently cancel the Apay model at your financial institution.
- Are you sure you want to delete all unwanted occurrences of this scheduled transaction? When you click Yes for this message, you delete the recurring bill in Money and confirm the request to permanently cancel the Apay at your bank.
- Confirm the cancelation of the Apay series and send the request.
Cancel an Apay in Money 2000 and later versions
- On the navigation bar, click Bills.
In Money click Accounts & Bills, and then click Bills & Deposits. - In the left pane, click Set up bills and deposits.
- In the list of upcoming bills and deposits, click the recurring bill with the automatic payment (Apay) that you want to cancel, and then click Delete.
- When you receive one of the following messages, click Yes:
You have asked to delete an Apay model. Before deleting this model, you should first enter a cancel instruction so that it will not still be paid. Do you want to enter a cancel instruction now?
When you click Yes for this message, Money sends a request to permanently cancel the Apay model at your financial institution.
When you click Yes for this message, you delete the recurring bill in Money and create a request to permanently cancel the Apay at your bank.Are you sure you want to delete all unwanted occurrences of this scheduled transaction?
- To send the cancellation request to your bank, click Send payments in the left pane.
Cancel an Epay
If you have not sent the payment instructions to your online bill payment provider (if the transaction still says "Epay" in the Number field), you can delete the payment by clicking it in the Account Register, and then pressing the DEL key.
If you have already sent the payment to your financial institution, follow these steps:
- Go to the Account Register containing the Epay you want to cancel.
- Right-click the Epay that you want.
You can identify an electronic transaction that has not cleared your financial institution by the lightning bolt and envelope next to the check number in the Number field.
- Point to Mark As, and then click Void.
Money asks if you want to send an instruction to your financial institution to cancel this transaction. Click Yes to cancel the payment.
Money displays **VOID** in the Balance field in the account register. A lightning bolt and an open envelope in the Number field indicate a pending instruction to cancel the payment.
- Send the cancellation request to your financial institution. If the Epay has already been sent to the payee, contact your financial institution for a Stop Payment order.
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