M08, Balance an Account > Which Account do you want to Balance? - Microsoft Money

This is a discussion on M08, Balance an Account > Which Account do you want to Balance? - Microsoft Money ; I was used to looking at the above named screen list in M04 H+B. Having just jumped to M+08 Deluxe (the 60-day free version) I can't find it. Not even on a toolbar shortcut. In M+04, you'd get to this ...

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M08, Balance an Account > Which Account do you want to Balance?

  1. Default M08, Balance an Account > Which Account do you want to Balance?

    I was used to looking at the above named screen list in M04 H+B. Having just
    jumped to M+08 Deluxe (the 60-day free version) I can't find it. Not even on
    a toolbar shortcut.

    In M+04, you'd get to this from the main Account List screen > Common Tasks >
    Balance an Account. This produced a list, with the header/title "Which
    Account do you want to balance?", with three columns: Account Name, Account #,
    and Date Last Reconciled. You'd then click on any account, and be taken into
    the first dialog for the account balance sequence. It was the only place you
    could see a list of all accounts with their last balanced/reconciled dates.

    Is this in M+08 anywhere?

  2. Default Re: M08, Balance an Account > Which Account do you want to Balance?

    In microsoft.public.money, Retired Coal Miner wrote:

    >I was used to looking at the above named screen list in M04 H+B. Having just
    >jumped to M+08 Deluxe (the 60-day free version) I can't find it. Not even on
    >a toolbar shortcut.
    >
    >In M+04, you'd get to this from the main Account List screen > Common Tasks >
    >Balance an Account. This produced a list, with the header/title "Which
    >Account do you want to balance?", with three columns: Account Name, Account #,
    >and Date Last Reconciled. You'd then click on any account, and be taken into
    >the first dialog for the account balance sequence. It was the only place you
    >could see a list of all accounts with their last balanced/reconciled dates.
    >
    >Is this in M+08 anywhere?


    If your purpose is select to balance an account, you can go to
    AccountList and click the account. Click BalanceThisAccount in the
    left column. If your purpose was something else, maybe there is some
    other way to get there.

  3. Default Re: M08, Balance an Account > Which Account do you want to Balance?

    Cal Learner-- MVP wrote:
    >
    > If your purpose is select to balance an account, you can go to
    > AccountList and click the account. Click BalanceThisAccount in the
    > left column. If your purpose was something else, maybe there is some
    > other way to get there.


    I got used to looking at that complete list of the last balance dates of all
    my accounts. I have a few CCs that get used once a year, just to keep them
    open and active, and keeping up with that, and all my other accounts is what I
    used the list for.

    The only way I see to do this in M+*08 is to look at the account register for
    each account, and in the lower left-hand corner, there is the "Balanced On: "
    field. But this means calling up the account register for each account.

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