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
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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:
 
1. 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.
 
2. 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
 
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:
 
1. 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.
 
2. Manually enter the scheduled transaction in your register.
 
3. Cancel the Automatic Payment that is out of synchronization.
 
4. 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.
 
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
 
Additional query words: w_money on line 97 6.0 7.0 dolly
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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
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Copyright Microsoft Corporation 1998.