Cannot change payment date on new credit card accounts


D

DJ_Chiro

Hello all:

I recently aquired 2 new credit cards and added them to my account before I
received my first statement so I left the payment due date blank. Now that
I have received my first statements from both accounts, I am not able to
change the due date under account setup.

Do I have to delete both of these accounts and re-create them now that I
know the due date? That sounds flaky to me..

Thanks
 
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D

Dick Watson

I'm not sure where it is you are talking about this date but it almost
certainly is NOT account details. Try going into Bills & Deposits and
editing the payment series.
 
D

DJ_Chiro

Thanks Dick,

Because there isn't an established due date, both these accounts do not show
up in Bills & Deposits... Any other ideas?
Maybe I should just delete the accounts and re-create? It's only 1 month of
date and I can download the data again into Money..

Would there be a problem if I deleted an account and then recreated it using
the same names etc???
 
B

Bob Peel, MVP

Due date sounds like Debt Reduction Planner. Try there - Edit Debt Info,
 
D

DJ_Chiro

Thanks Bob,
The debt reduction planner does allow me to set the due date but I really
didnt want to add it to my debt plan. 1 card is a 0% card and I will pay
off the balance once the 0% runs out. The other card will be paid off each
month. I do not have a debt reduction plan anymore since I eliminated my
debt recently.

I did try adding it to DRP and then removing it to see if the due dates
stick. The dates stick under account setup but the accounts do not list in
the calender on their respective due dates... All of my other bills and
deposits list in my calendar. Very strange

One thing I did notice is that all of my other accounts do not allow me to
change their due dates either. I wonder why?
What if I adjusted my due date with the CC company? How would I be able to
change the due date? Very strange.
 
D

Dick Watson

I'm getting a different picture here. You were adding an account with the
wizard. It asked for a due date. You didn't enter one. You want to go back
and put the date where the wizard would have put it.

The wizard was asking for purposes of creating a scheduled bill payment. You
didn't give it a date. It didn't create a scheduled bill payment.

Go create one by hand in Bills & Deposits. This is one of the problems with
all of the Wizards. They almost always do exactly what can be done without
them, if one knows how. They contribute NOTHING to teaching how. But they
also don't help do these things out of their own narrow context.
 
D

DJ_Chiro

You're probably right. I used the wizard of course and I did not know how
to go in and edit that due date.. It is just grey'd out if you go back to
"account setup" and select the account to "change that you're already
created"...

You would think if MS made their wizards "intuitive" enough to automatically
setup an entry in Bills & Deposits, that they would also make it work in a
way that if you went BACK to Account Setup and modified an exhisting
account, it would know to automatically create an entry in Bills &
Deposits... Hope you follow me there...

Nonetheless, I simply deleted both CC accounts and recreated them with the
wizard and entered their due dates... NOW I learned something for future
use :)

Thanks for your help
 
D

Dick Watson

Glad you got it sorted out. Thanks for the feedback. Be sure and post back
with Qs as your use of Money requires. You might also see the unofficial FAQ
at http://umpmfaq.info.
 
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J

Jim Johnson

Seems to me that you should have just given an estimated due date in the
wizard when you set up the account. You could have then easily have changed
the due date in the bill and deposit entry that the wizard made when you got
the statement with the correct due date.

Jim
 

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