Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
  #3  
Old 03-14-2005, 08:54 PM
Mark Horn
Guest
 
Posts: n/a
Default Re: Money 2004 Problem with Matching Downloaded Transactions

On 2005-03-12, Pauline <Pauline[at]discussions.microsoft.com> wrote:
- quote -

> Is there some way to stop Money from matching downloaded transactions with
> already-reconciled transactions?
> This keeps happening, and the only option offered with the match is to
> "accept" it. I would be happy if I could change it, but that's not happening.


I'm confused as to why you can't change it. Right next to the
"Accept" button there should be a "change" button that would allow
you to change which transaction is matched, as well as tell it not
to match the transaction to any transaction at all.

Well, that's the way it works in Money 2004. I don't know about '05.
  #2  
Old 03-12-2005, 07:40 PM
Chris Cowles
Guest
 
Posts: n/a
Default Re: Money 2004 Problem with Matching Downloaded Transactions

The problem you describe should not be happening. In my experience, Money
generally won't link a downloaded transaction to one that was already
reconciled, unless it matches on check number.

Perhaps more information is necessary before someone can properly answer
your question. Provide some example descriptions of the transactions,
including item numbers and dates.

Are you downloading by direct connection to the bank, or with by clicking on
a link at your bank's web site that downloads a file, which Money imports?

"Pauline" <Pauline[at]discussions.microsoft.com> wrote in message
news:4186720F-DF5B-4588-BD5F-99804B8AF610[at]microsoft.com...
- quote -

> Is there some way to stop Money from matching downloaded transactions with
> already-reconciled transactions?
> This keeps happening, and the only option offered with the match is to
> "accept" it. I would be happy if I could change it, but that's not
> happening.



  #1  
Old 03-12-2005, 07:36 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Money 2004 Problem with Matching Downloaded Transactions

In microsoft.public.money, Pauline wrote:

- quote -

> Is there some way to stop Money from matching downloaded transactions with
> already-reconciled transactions?
> This keeps happening, and the only option offered with the match is to
> "accept" it. I would be happy if I could change it, but that's not happening.


Try changing
Tools-> Options-> OnlineServices-> MatchTransactionsWithA___DayRange to
1 day, and see if that helps.

On that same page, try un-checking other items.

 
Old 03-12-2005, 07:21 PM
Bob Peel MVP
Guest
 
Posts: n/a
Default Re: Money 2004 Problem with Matching Downloaded Transactions

There is the fairly radical solution of "don't download". Many posters
believe that sorting out the mess caused by downloading just isn't worth it
and takes much more time than the alternative. There is no God given decree
that says just because something is available you have to use it.

I, amongst others, manually enter into Money all my current account
transactions and at the end of the month eyeball the printed statement from
my Bank against Money. Takes a few minutes and I don't have the sort of
hassles you are going though.

If you have many accounts then downloads may be the way for you but a simple
scenario of a checking account and a savings account, to me anyway, says
manual is the best.

YMMV.

--
Regards
Bob Peel,
Microsoft MVP - Money

For UK tips & fixes see
http://support.microsoft.com/default...d=fh;EN-GB;mny.
For wishes or suggestions see
http://register.microsoft.com/mswish/suggestion.asp
or for UK wishes http://www.microsoft.com/uk/support/money/feedback

I do not respond to any emails that I have not specifically asked for.

"Pauline" <Pauline[at]discussions.microsoft.com> wrote in message
news:4186720F-DF5B-4588-BD5F-99804B8AF610[at]microsoft.com...
- quote -

> Is there some way to stop Money from matching downloaded transactions with
> already-reconciled transactions?
> This keeps happening, and the only option offered with the match is to
> "accept" it. I would be happy if I could change it, but that's not
> happening.



  #-1  
Old 03-12-2005, 06:27 PM
Pauline
Guest
 
Posts: n/a
Default Money 2004 Problem with Matching Downloaded Transactions

Is there some way to stop Money from matching downloaded transactions with
already-reconciled transactions?

This keeps happening, and the only option offered with the match is to
"accept" it. I would be happy if I could change it, but that's not happening.
 

Tags
2004, downloaded, matching, money, problem, transactions
Similar Threads
Thread Forum Replies Last Post
Matching or accepting of downloaded transactions in 05
Brad: I FINALLY got my accounts to sync correctlyin Money 2005, however there seems to be no option for transaction matching or accepting of downloaded...
Microsoft Money 2 10-17-2004 01:43 AM
Matching Downloaded Transactions
Richard: MM02 inists on changing the payee for downloaded transactions. How do I stop it from doing this? Let me try to explain better... I have a...
Microsoft Money 4 06-26-2004 12:41 PM
Adjust the tolerance for matching downloaded transactions -- Money 2003
Alan: Hi. I've shot myself in the foot a couple of times by accepting downloaded transactions that Money marked as probable matches. Only they weren't...
Microsoft Money 1 12-19-2003 09:32 AM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 06:16 AM.