Schedule items added before Update 2.0.8 (28 Mar 2009)

As of 24th December 2013 version 2.0 is no longer available for purchase. This is a general discussion and self help section for version 2.0, for people to post stuff they have found useful.
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BankTree Support
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Schedule items added before Update 2.0.8 (28 Mar 2009)

Postby BankTree Support » Sat Apr 04, 2009 12:02 pm

To deal with Scheduled items that have been added to you account transactions:

If they have been added with the option 'Automatically Add to Account when due'

1) Go to your Account transactions and clear the 'Set' check box so all transactions are shown.

2) Go through your account transactions and delete all schedule items.
i) All scheduled items will have a blue box with a white S on them.

ii) You can delete multiple items by holding down the CTRL key and clicking the item with the left mouse button.

3) Go to the schedule screen and, go through each scheduled item, click edit, once the Schedule dialogue box appears click Save.

4) Go back to the Account transactions; this would have added all the scheduled items, before today’s date.


If they have been added with the options 'Add to Account now as Un-Cleared Payment' and its amount has NOT been amended, you may follow this procedure.

1) Go to the View menu and uncheck the menu item ‘Show Cleared funds' so both cleared and un-cleared funds are shown.

2) Go to your Account transactions and clear the 'Set' check box so all transactions are shown.

3) Go through your account transactions and delete all schedule items this is for both Cleared and Un-Cleared Payments.
i) All scheduled items will have a blue box with a white S on them. Cleared items are in black and un-cleared items in blue.
ii) You can delete multiple items by holding down the CTRL key and clicking the item with the left mouse button.

4) Go to the schedule screen and, go through each scheduled item, click edit, once the Schedule dialogue box appears click Save.

5) Go back to the Account transactions; this would have added all the scheduled items as un-cleared funds.
i) Select all transactions that have been processed, say before today’s date.
ii) If you sort by the date column click on the first item, Hold the SHIFT key and then click on the last item to select all.
iii) Then click on the edit transaction button. On the multiple transaction screen, make sure the 'Payment Cleared' option is checked, and then click on 'Save' this will mark all un-Cleared payments as cleared.

6) Go to the View menu and check the menu item ‘Show Cleared funds' so only cleared funds are shown.

If you have amended the amount for the account transaction, or need to amend any details of the schedule item you can follow the above procedure. You will have to manually adjust the account transactions amounts to when the payment was made.
Otherwise it would be best if you allow the scheduled items to expire, after which create a new scheduled item.

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