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#2
10-09-2004, 02:53 AM
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 Re: Wrong Payee on downloaded statement Easier yet, click the change button, then whatever click is required to tell Money it's not a match and to create a new transaction. At that point the original downloaded description reappears. You could also link it to a different existing transaction if you wanted to. -- Chris Cowles, Gainesville, FL "Scott" <mcgratscspam-x[at]comcast.net> wrote in message news:zjE9d.206002$MQ5.181347[at]attbi_s52... - quote - > When I had the same problem, I figured out that the matching "logic" was > wrong. It defaults to match the same amount--and overwrites the info from > the download... > So, if you have a record for $25.50 made payable to al's gas Station, any > download for $25.50 may "correct" itself to show payee as al's. > solution - change the date range for matched to something reasonable ~1-3 > days. That way, any manual entry you might have for Als will match with > the same day transaction but not one 2 months ago for another payee. |
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#1
10-08-2004, 11:14 PM
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| Re: Wrong Payee on downloaded statement When I had the same problem, I figured out that the matching "logic" was wrong. It defaults to match the same amount--and overwrites the info from the download... So, if you have a record for $25.50 made payable to al's gas Station, any download for $25.50 may "correct" itself to show payee as al's. solution - change the date range for matched to something reasonable ~1-3 days. That way, any manual entry you might have for Als will match with the same day transaction but not one 2 months ago for another payee. God luck... "Cool G." <dave.boylan[at]gmail.com> wrote in message news:1097064551.000533.238440[at]k26g2000oda.googlegroups.com... - quote - > I've researched this topic in this group and this topic seems to come > up frequently. Most solutions talk about matching the wrong > transaction. My problem is subtly different. When I click "change" on > the suspect transaction, MS claims that this transaction is unmatched. > The funny thing is, the payee listed in the register ("Billy") is > different than the payee shown on the "change" screen (the screen you > go to when you select "change.") On the "change" screen, MS claims > that this transaction (payee is "Bob") is not matched!! I then click > cancel and the payee on the register is back to "Billy" Why is MS > changing the payee on a transaction that is unmatched? Please advise. > Thanks, > Dave |
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10-07-2004, 05:40 AM
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| Can't "change" downloaded transaction match I am having a similar problem. When I enter a payment recieved for an invoice, the downloaded entry will not match up with the transaction in my "register". When I click change, that particular entry is not even visible to choose from. Right now I am manually deleting the downloaded transaction. Any idea how to fix this? - quote - > -----Original Message----- > I've researched this topic in this group and this topic seems to come > up frequently. Most solutions talk about matching the wrong > transaction. My problem is subtly different. When I click "change" on > the suspect transaction, MS claims that this transaction is unmatched. > The funny thing is, the payee listed in the register ("Billy") is > different than the payee shown on the "change" screen (the screen you > go to when you select "change.") On the "change" screen, MS claims > that this transaction (payee is "Bob") is not matched!! I then click > cancel and the payee on the register is back to "Billy" Why is MS > changing the payee on a transaction that is unmatched? Please advise. > Thanks, > Dave > . |
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#-1
10-06-2004, 01:09 PM
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| Wrong Payee on downloaded statement I've researched this topic in this group and this topic seems to come up frequently. Most solutions talk about matching the wrong transaction. My problem is subtly different. When I click "change" on the suspect transaction, MS claims that this transaction is unmatched. The funny thing is, the payee listed in the register ("Billy") is different than the payee shown on the "change" screen (the screen you go to when you select "change.") On the "change" screen, MS claims that this transaction (payee is "Bob") is not matched!! I then click cancel and the payee on the register is back to "Billy" Why is MS changing the payee on a transaction that is unmatched? Please advise. Thanks, Dave |
| Tags |
| downloaded, payee, statement, wrong |
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