Change the status of an upcoming bill or deposit

Change the status of an upcoming bill or deposit

To help you track your recurring bills and deposits (Transactions that are set up in Bills & Deposits to occur with specific frequencies. Upcoming instances of these transactions appear in the Pay Bills place.). For example, by marking transactions as Received in Money when you get them (either in the mail or online), youÆll be able to tell at a glance which ones you have and which ones youÆre still waiting for.

1 On the navigation bar (The strip at the top of the Money screen where you can click to go to the different areas in Money.), click Bills.

2 In the left pane, click Pay Bills.

3 In the list, right-click the transaction you want to change the status for.

4 In the menu, point to Mark as and click one of the following:

Upcoming Use this if youÆve inadvertently marked a bill as received or returned an updated transaction to its original state.
Received Use this to show that youÆve received this bill.
Updated Use this to show that youÆve changed the details of this transaction to reflect the details of the current bill or deposit (such as amount or due date).

All other status states are set automatically by Money.

What if I donÆt see the transaction in the list?

Its due date may fall outside the displayed date range. To change this date range, click the down-arrow next to the View menu at the top of the list and select a new one.

What if there is no entry in the status column?

A blank status entry means that the transaction is upcoming but has not been modified in any way. This is the default status state.

How do I schedule a transaction?

How do I edit an upcoming transaction without paying it?

How do I check for E-bills?

Tell me more about tracking my bills in Money.