Learn about tracking my bills and deposits

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You can use the Status column in both Pay Bills and Recently Paid Bills to track the progress of 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.) in Money. The entry in the Status column represents the current state of this specific transaction.

The following possible status states depend on the type of transaction, your chosen payment method, and where the transaction is in the process:

• Blank The transaction is upcoming, but has not been modified in any way. This is the default status state.
• Upcoming The transaction is pending. This state can only be set manually.
• Received You have received the corresponding bill or other notice either electronically (for E-bills) or in the mail. You can set this status manually; it is never automatically set by Money.
• Updated Details of this transaction were changed from those set up when you originally scheduled it.
• Reconciled The transaction was balanced against your monthly bank statement.
• Cleared Your bank received the transaction.
• Void The transaction was voided in the Account Register or the bank confirmed your cancel request through Direct Financial Services (Services provided by your financial institution that allow you to do common banking tasks from your computer via a direct connection with the financial institutionÆs computer.).
• Sent The transaction was sent to your financial institution via Direct Bill Payment (A Direct Financial Service that allows you to pay bills electronically. It can be used with any checking account in the U.S. After you set up Direct Bill Payment at your financial institution, you can have money electronically debited from your account and your financial institution will send that money to your designated payee.).
• Ready to Send The transaction was prepared for Direct Financial Services, but hasnÆt been sent.
• Ready to Print The payment method is Print, and the transaction was prepared but hasnÆt been printed.
• Ready to Cancel This is an electronic transaction (meaning that the payment method is Epay, Apay, or Xfer) that was cancelled in Money, but the cancellation request hasnÆt been sent.
• Paid The payment, transfer, or investment purchase was recorded and nothing remains for you to do in Money.
• Deposited The deposit was recorded and nothing remains for you to do in Money.
• Overdue The due date of the transaction has passed without the transaction being recorded.

Prior to recording an upcoming transaction, you can change its state freely among Upcoming, Received, and Updated.

How do I manually change status to Received or Updated?

How do I record an upcoming transaction?

How do I edit the details of an upcoming transaction?

How do I connect to my financial institution for Direct Financial Services?

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