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Extensible Markup Language  |  2003-06-18  |  2KB  |  45 lines
  1. <?xml version="1.0"?>
  2. <?xml-stylesheet type='text/xsl' href='hhPreprocess.xsl'?>
  3. <topic sku="core" tNum="253827" author="sallyh" xmlns="x-schema:hhTopicSchema.xml">
  4.     <index>
  5.         <title>AutoBalance a credit card account</title>
  6.         <category>accounts</category>
  7.         <klink type="prcdr">How do I AutoBalance a credit card account?</klink>
  8.     </index>
  9.     <content>
  10.         <extend>
  11.             <tease>Why?</tease>
  12.             <reveal>
  13.                 <p>If you don't want to enter every credit card charge but want to accurately track the amount you owe on your credit card, you can let Money <glossary>AutoBalance</glossary> your credit card account for you.</p>
  14.             </reveal>
  15.         </extend>
  16.         <ol>
  17.             <li>Make sure your credit card account is set up to track only monthly payments.</li>
  18.             <extend>
  19.                 <tease><showme/></tease>
  20.                 <reveal>
  21.                     <ol>
  22.                         <li>On the <emph>Accounts & Bills</emph> menu, click <emph>Account List</emph>.</li>
  23.                         <li>Click the appropriate credit card account.</li>
  24.                         <li>In the left pane, click <emph>Change account details</emph>.</li>
  25.                         <li>Click <emph>Just track the amount that I owe</emph>, and then click <emph>Done</emph>.</li>
  26.                     </ol>
  27.                 </reveal>
  28.             </extend>
  29.             <li>Have your credit card statement handy.</li>
  30.             <li>Go to the account from which you pay your credit card bill (usually a checking account).</li>
  31.             <include href="incExtendField_001.xml#xpointer(*/list/extend[@idref='prcdrBudgetPlan001'])"/>
  32.             <li>Make sure the <emph>Show Transaction Forms</emph> check box is selected in the upper right of the page.</li>
  33.             <li>In the <glossary>transaction form</glossary> at the bottom of the page, click the <emph>Transfer</emph> tab.</li>
  34.             <li>In the <emph>From</emph>, <emph>To</emph>, and <emph>Pay to</emph>  boxes, enter the credit card payment information.</li>
  35.             <li>Click <emph>Enter</emph>.</li>
  36.             <li>In the AutoBalance wizard, enter the statement date, current balance, and any changes, and then click <emph>OK</emph>.</li>
  37.         </ol>
  38.     </content>
  39.     <footer>
  40.         <include href="Trackacreditcardthroughacheckingaccount.xml#xpointer(*/index/klink)"/>
  41.         <include href="LearnaboutusingAutoBalanceforcreditcardaccounts.xml#xpointer(*/index/klink)"/>
  42.         <include href="Learnaboutcreditcardaccounts.xml#xpointer(*/index/klink)"/>
  43.     </footer>
  44. </topic>
  45.