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Old 11-22-2004, 03:11 AM
Glenn
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Default Re: Money 04 convert from quicken-where's the online reconciliation?

You make a good point about reconciling to an online balance without a
statement. That works well for bank accounts and the program doesn't
know the difference.

To clarify my question, in quiicken, you can use online updates to
download transactions and compare balances for all of your accounts
(banking and investing). After accepting transactions, if your
account balance in quicken differs from the up-to-date online balance,
quicken notifies you.

I find this to be helpful just to make sure I am not way off and not
noticing it.

I am sure Microsoft will get around to this functionality 10 years
after intuit did it. The scary thing is that the info is all there;
the program just isn't doing anything with the info. I am going to
have to create an excel file to track my outstanding differences.


"Marty List" <bill.gates[at]sun.com> wrote in message news:<30bs31F2svvtsU1[at]uni-berlin.de> ...
- quote -

> "Glenn" <uggb123[at]yahoo.com> wrote in message
> news:d3032c78.0411201836.399139fc[at]posting.google.com...
> > I just switched from quicken 2003 to money 2004 and I can't find the
> > option to reconcile my accounts to online balances - only paper
> > balances. I have checked the owner's manual and microsoft's web help.
> > > Am I missing something? I will be back to quicken in a second if I

> > have to reconcile to a paper statement (which my bank and brokerage no
> > longer send).
> > > Thanks

> > Glenn

> You can still reconcile to an online statement, Money won't know if you're
> using paper or a web page to look at your statement
> I haven't used Quicken recently so I may not understand your question. Are
> you asking how to automatically download transactions and then reconcile, so
> you don't have to enter transactions manually?

 
Old 11-21-2004, 02:55 PM
Marty List
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Posts: n/a
Default Re: Money 04 convert from quicken-where's the online reconciliation?


"Glenn" <uggb123[at]yahoo.com> wrote in message
news:d3032c78.0411201836.399139fc[at]posting.google.com...
- quote -

> I just switched from quicken 2003 to money 2004 and I can't find the
> option to reconcile my accounts to online balances - only paper
> balances. I have checked the owner's manual and microsoft's web help.
> Am I missing something? I will be back to quicken in a second if I
> have to reconcile to a paper statement (which my bank and brokerage no
> longer send).
> Thanks
> Glenn



You can still reconcile to an online statement, Money won't know if you're
using paper or a web page to look at your statement

I haven't used Quicken recently so I may not understand your question. Are
you asking how to automatically download transactions and then reconcile, so
you don't have to enter transactions manually?



  #-1  
Old 11-21-2004, 01:36 AM
Glenn
Guest
 
Posts: n/a
Default Money 04 convert from quicken-where's the online reconciliation?

I just switched from quicken 2003 to money 2004 and I can't find the
option to reconcile my accounts to online balances - only paper
balances. I have checked the owner's manual and microsoft's web help.

Am I missing something? I will be back to quicken in a second if I
have to reconcile to a paper statement (which my bank and brokerage no
longer send).

Thanks
Glenn
 

Tags
convert, money, online, quickenwhere, reconciliation
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