Thousands of transactions to clear, how?

#1 11-06-2004, 09:38 PM

In microsoft.public.money, David Arnstein wrote:

- quote -

> I installed Money Premium 2005 (first time user). I imported 9 years
> of data from Quicken 2004. It mostly went OK.
> The worst problem so far is a simple "cash purchases" account that I
> use to track how I spend cash. It is not linked to any bank or
> brokerage.
> When I try to "update ending balance," Money presents a list of ALL of
> the historical transactions in this account. There is an on-screen
> message that says
> "Compare your bank statement to the register, and click the
> "C" column for each matched transaction..."
> This requires me to make tens of thousands of mouse clicks!
> Is there a work-around for this nightmare?

If you wish to start fresh and declare an account balanced, you can
mark all entries balanced. Select to show only unreconciled
transactions. Sort by date, and go to the oldest transaction.
Hold down Cntl+Shift+M and let auto-repeat work thru the
transactions until none are left showing. Then balance making the
starting and ending balance match the known balance. Choose the
balance date to be the day after your last transaction. This is
not the normal procedure. It starts you with an amnesty for former
balancing.

11-06-2004, 09:36 PM

Yes. Select the first one. Press the space bar. Press the spacebar. Press
the spacebar. Hold down the spacebar for a long time. You'll get the idea.

"David Arnstein" <arnstein[at]panix.com> wrote in message
news:cmjhpq$e25$1[at]reader1.panix.com...
- quote -

> I installed Money Premium 2005 (first time user). I imported 9 years
> of data from Quicken 2004. It mostly went OK.
> The worst problem so far is a simple "cash purchases" account that I
> use to track how I spend cash. It is not linked to any bank or
> brokerage.
> When I try to "update ending balance," Money presents a list of ALL of
> the historical transactions in this account. There is an on-screen
> message that says
> "Compare your bank statement to the register, and click the
> "C" column for each matched transaction..."
> This requires me to make tens of thousands of mouse clicks!
> Is there a work-around for this nightmare?

#-1 11-06-2004, 09:04 PM

I installed Money Premium 2005 (first time user). I imported 9 years
of data from Quicken 2004. It mostly went OK.

The worst problem so far is a simple "cash purchases" account that I
use to track how I spend cash. It is not linked to any bank or
brokerage.

When I try to "update ending balance," Money presents a list of ALL of
the historical transactions in this account. There is an on-screen
message that says

"Compare your bank statement to the register, and click the
"C" column for each matched transaction..."

This requires me to make tens of thousands of mouse clicks!

Is there a work-around for this nightmare?
--
David Arnstein
arnstein+usenet[at]pobox.com

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