The problem is not Transfer. The problem is that the downloaded account data
isn't smart enough to know squat about Transfer. See
http://umpmfaq.info/faqdb.php?q=147. Since downloaded account data needs so
much modification to be truly useful, a few of us just skip the download
step and enter the data by hand, right, the first time.

"DH" <DH[at]discussions.microsoft.com> wrote in message
news:5CDFB715-980C-4525-B90D-7CFED41A38DF[at]microsoft.com...
- quote -

Hi,

I just started using Money 2005 and successfully downloaded all of my bank
accounts from my online banking into the software, pretty slick... except for
one problem:

I have a Checking account and a line of credit (which Money recommended I
open as a credit card account so I did). All the transfers from my checking
account to my line of credit are showing as "Unassigned" expenses and then
the same transaction againn as "Unassigned" other income. It's picking up
the same transaction twice, once on the checking account as an expense, and
then again on the line of credit as income.

I tried changing the category of the transactions as "Special: Transfer to
xxx account", but that creates a duplicate transaction on the other account!
For example, if I pay $600 to my line of credit on Dec 26th and download the
statements from the bank, the transaction shows on both accounts, as a debit
on one and a credit on the other, as it should. If I go in to my checking
account and update the transaction category as a transfer to my line of
credit, it creates a 2nd credit transaction for $600 on my line of credit for
Dec 26th which throws all the balances off. Same thing happens when I try
updating the transaction from the line of credit.

This is very very frustrating to say the least because Money keeps
complaining that I have $26,000 in unassigned expenses and it throws all the
pie charts on the home page way off. Can anyone help? I'm sure I must be
missing something here.

Darryl