Money: How Dates Are Calculated in Money (76416)

SUMMARY

When you enter the month and day portion of the date, Microsoft Money fills in the year for you. The year is calculated based on today's date, or the current date set in the Windows Control Panel.

If you enter a month number that is in the past four months, Money will give it the actual past date. If you enter a month number more than four months in the past, the year will be calculated in the future. The break point is at the turn of the month. Below are two examples. The second example shows how the actual past year will move to the previous year when the four-month period covers an actual change in year.

   If today is 9/18/91         If today is 1/18/91
   Type  Date Will Be          Type  Date Will Be

   4/30    04/30/92            8/31    08/31/91
   -------------------         -------------------
   5/1     05/01/91            9/1     09/01/90
   6/1     06/01/91            10/1    10/01/90
   7/1     07/01/91            11/1    11/01/90
   8/1     08/01/91            12/1    12/01/90
   9/1     09/01/91            1/1     01/01/91
   10/1    10/01/91            2/1     02/01/91
   11/1    11/01/91            3/1     03/01/91
   12/1    12/01/91            4/1     04/01/91
   1/1     01/01/92            5/1     05/01/91
   2/1     02/01/92            6/1     06/01/91
   3/1     03/01/92            7/1     07/01/91
   4/1     04/01/92            8/1     08/01/91
   4/30    04/30/92            8/31    08/31/91
   ----------------            ----------------
   5/1     05/01/91            9/1     09/01/90

MORE INFORMATION

Another way to look at this is if the month and day entered is within eight months in the future, the year will be returned with the future date. If the month entered is beyond eight months from the current month, the date is returned as a past date within the four months preceding the current date.

The reasoning behind the year calculation is to set dates properly at the end of the year. Let's say it's February 1991 and you are balancing your December 1990 statement. If you put in a transaction with a December date, Money will date it correctly as 1990 instead of simply tacking on the current year and dating it as 1991 (10 months in the future).