On 2005-05-18, Vince <NoSPAM2THISHAM[at]yahoo.com> wrote:
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Try double clicking on the greyed out transaction that you want to
match to. When I do that (in Money 04 Deluxe) Money will give me
a reason as to why I can't match to that transaction. Generally,
the reasons that I can't match are because a transaction is already
matched to some other downloaded transaction.

Try and resolve whatever problem it is that Money gives you.
If you can't, then just delete one of the duplicate transactions.
You're probably better off deleting the non-downloaded transaction
because the downloaded transaction has the OFX transaction ID.
Money won't try to match any new transaction to one that's already
associated with an OFX transaction ID. Which means that you'll
avoid mismatches in the future.

And for what it's worth, the listing of transactions should go all
the way back to the beginning of the account (not just 60 days back).

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I'm pretty sure that there's no way for you to turn off transaction
matching.

On Sun, 15 May 2005 17:29:37 GMT, Mark Horn <mark[at]hornclan.com> wrote:

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Well, a previously uploaded transaction has cleared (yesterday) the
CHASE bank.
I have not yet clicked ACCEPT, but have clicked CHANGE. The listing
of recent transactions (60 days back, I believe) appears, but is
grayed out except for one scheduled transaction that has not yet
cleared the bank.

Is there a setting somewhere for me to enable the matching function
within MNY03 ?

It appears that I must manually delete the duplicate (first)
transaction shown wihtin the register.

~Vince~

Thank you. My reply comments are inline below:

On Sun, 15 May 2005 17:29:37 GMT, Mark Horn <mark[at]hornclan.com> wrote:

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Yes, I mean the electronic MNY03 checkbook account register.

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I was not aware of that option/screen when clicking on the "Change"
button. In the future, I will try to remember to do as you have
suggested after clicking "Change" upon bank clearing download.

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On 2005-05-15, Vince <NoSPAM2THISHAM[at]yahoo.com> wrote:
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First off, I'm assuming that when you say "checkbook register"
and "MNY03 register" that you're talking about the same register.
Can you please verify?

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Given my above assumption, Money *should* be trying to match
the downloaded transaction to the already existing transaction.
Occasionally, it doesn't do a good job of that, but usually it's
the other way around (it matches a transaction that it shouldn't
match, instead of what you have - not matching a transaction that
it should have).

Basically what you have to do is manually match the downloaded
transaction to an already existing transaction. You do this by
clicking on the "Change" button on the downloaded transaction.
You have to do this *BEFORE* you click the "Accept" button.
If you've already clicked the accept button, then you need to go
to that downloaded transaction and just delete it.

If you haven't clicked the "Accept" button, yet then click on the
"Change" button. A screen will come up that asks you if you want
to try and match it to an existing transaction. Scroll through
the list and find the right one and then click "Done".

You might also want to take a look at some of the options for
transaction matching. They're available by clicking on the "Tools"
menu, then choosing "Options". Then click on the "Online Services"
tab.

Good luck. Let me know if this didn't do what you want.

I am using MNY03 Deluxe on WinXP Pro.

Whenever I schedule via Bills and Deposits and then upload a checking
accoujnt payment, the Status column in the checkbook register
immediately shows an "E" for transactions processed with
JPMorgan/CHASE checking account.

Then, when the check actually clears the CHASE bank, a duplicate of
the same transaction is downloaded into MNY03 register. The only
difference seen is that the second tansaction is showing "Automated
Payment- Settlement.

What am I doing incorrectly?

Any suggestions or explanations to avoid this apparent erroneous
duplication ?

Thanks.

de ~ Vince ~