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#7
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| Here is what I experienced: I have transactions A, B, C and D entered in the register and then I downloaded an OFX from my bank which contains many transactions but I am going to focus on transactions X, Y and Z. Money 2006 matched X, Y and Z to transaction D in the register. D has the same amount (it is a weekly paycheck), but a different date than downloaded transactions X, Y and Z. To correct this situation (seems fundamentally flawed to match mutiple downloaded transactions to a single transaction in the register by the way) I have to unmatch each one of these downloaded transactions and match them to the correct transaction in the register. If the transactions are matched correctly it should look like this: X matches A Y matches B Z matches C D does not have a matching transaction in the OFX. (BTW, after writing these messages, I have not been able to unmatch these transactions. If I select "Don't match these transactions" and select Done, Money does nothing, it doesn't even switch screens. If I select "Match the bank transaction to a different item", it doesn't list the appropriate transactions to match to, but it lists the transaction it is currently matched to. Simply amazing!!!! I certainly hope this is an isolated case.) Common scenarios I have seen in the past are like this: You have transactions A and B in the register and downloaded transactions Y and Z from the OFX. Money matches transaction Z to A and Y to B, but it should be Y to A and Z to B. To correct this you would have to unmatch transaction Z then you could match transaction Y to A (which also unmatches transaction Y from B) and then go back and match transaction Z to B. "JohnA" wrote: - quote - > Hi Shane, > I guess I don't understand - under Money 2004, if transaction A matched > against transaction X in register which was a false match, then downloaded > transaction X could not match transaction X in the register but would most > likely match against another transaction which was close in amount but again > a false match. To fix, one had to unmatch transaction A, then the > downloaded transaction X then match transaction X to X in register. If what > you're saying is that A and X both could be simultaneously matched to X > (must be a new feature), isn't it simpler to just unmatch A and leave X > matched? What am I missing? > I understand that in your case, 3 transactions were false. But it could be > an advantage to have multiple transactions match as the scenario above > illustrates. > -- John > "Shane" <Shane[at]discussions.microsoft.com> wrote in message > news:2365BCF9-EB36-4572-A6F7-3DA1030653C3[at]microsoft.com... > > Sure, you can un-match those transactions, but I've always been able to do > > that. The thing is, none of the downloaded transactions actually matched > > the > > existing transaction. However, there were three existing transactions > > that > > Money did not find matches for, but should have matched to those three > > downloaded transactions. Fundamentaly, Money should not match more than > > one > > downloaded transaction to a single transaction that already exists in the > > register. > > > "JohnA" wrote: > > > > > > managed to match three downloaded trasactions to a single transaction > > > > > that > > > > > was entered in the register by hand. > > > > > What happens when 2 or more downloaded transactions match to the same > > > transaction? Are you allowed to unmatch the incorrect one but keep the > > > correct one matched? If so, this might actually be an improvement. > > > > > "Shane" <Shane[at]discussions.microsoft.com> wrote in message > > > news:8D26D7D8-273C-4BE5-A4DF-19BDDF660B95[at]microsoft.com... > > > > You best bet is to download the Money 2006 Deluxe Trial version and try > > > > it > > > > yourself. I just tried it with OFX transactions and the 2006 trial > > > > version > > > > managed to match three downloaded trasactions to a single transaction > > > > that > > > > was entered in the register by hand. How does that happen?!?!?!? I > > > > don't > > > > recall this ever happening in previous version of Money. > > > > > > > Personally I have been very, very disappointed in the Money releases > > > > Microsoft has been putting out the last two years. I tried both the > > > > 2005 > > > > and > > > > 2006 trial versions and both were worse than the 2004 version. I don't > > > > think > > > > the 2004 version was their best effort either. I was a dedicated Money > > > > user, > > > > but not any more. I hear it is not much better on the Quicken side > > > > though. > > > > > > > It looks as though I will bypass the 2006 veresion as well. I don't > > > > have > > > > much confidence they will get it right again. It's a shame!!! Does > > > > their > > > > Money development group adhere to different rules than the rest of the > > > > company?? > > > > > > > "Richard Bollar" wrote: > > > > > > > > This is certainly the case for Yodlee transactions. I have not > > > > > noticed > > > > > an > > > > > improvement for OFX transactions. > > > > > > > > > -- > > > > > > > > > "JohnA" <John[at]TheAtas.org-spamguard> wrote in message > > > > > news:OSTBEfmiFHA.1248[at]TK2MSFTNGP12.phx.gbl... > > > > > > Hi, > > > > > > > > > > > One of the claims is that 2006 matches transactions better than > > > > > > earlier > > > > > > version. That would indeed be a reason to upgrade for me. Can > > > > > > anyone > > > > > > give their experience in this area? > > > > > > > > > > > -- John > > > > > > > > > > > > > > > > > > > > > > > |
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#6
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| Hi Shane, I guess I don't understand - under Money 2004, if transaction A matched against transaction X in register which was a false match, then downloaded transaction X could not match transaction X in the register but would most likely match against another transaction which was close in amount but again a false match. To fix, one had to unmatch transaction A, then the downloaded transaction X then match transaction X to X in register. If what you're saying is that A and X both could be simultaneously matched to X (must be a new feature), isn't it simpler to just unmatch A and leave X matched? What am I missing? I understand that in your case, 3 transactions were false. But it could be an advantage to have multiple transactions match as the scenario above illustrates. -- John "Shane" <Shane[at]discussions.microsoft.com> wrote in message news:2365BCF9-EB36-4572-A6F7-3DA1030653C3[at]microsoft.com... - quote - > Sure, you can un-match those transactions, but I've always been able to do > that. The thing is, none of the downloaded transactions actually matched > the > existing transaction. However, there were three existing transactions > that > Money did not find matches for, but should have matched to those three > downloaded transactions. Fundamentaly, Money should not match more than > one > downloaded transaction to a single transaction that already exists in the > register. > "JohnA" wrote: > > > > managed to match three downloaded trasactions to a single transaction > > > > that > > > > was entered in the register by hand. > > > What happens when 2 or more downloaded transactions match to the same > > transaction? Are you allowed to unmatch the incorrect one but keep the > > correct one matched? If so, this might actually be an improvement. > > > "Shane" <Shane[at]discussions.microsoft.com> wrote in message > > news:8D26D7D8-273C-4BE5-A4DF-19BDDF660B95[at]microsoft.com... > > > You best bet is to download the Money 2006 Deluxe Trial version and try > > > it > > > yourself. I just tried it with OFX transactions and the 2006 trial > > > version > > > managed to match three downloaded trasactions to a single transaction > > > that > > > was entered in the register by hand. How does that happen?!?!?!? I > > > don't > > > recall this ever happening in previous version of Money. > > > > > Personally I have been very, very disappointed in the Money releases > > > Microsoft has been putting out the last two years. I tried both the > > > 2005 > > > and > > > 2006 trial versions and both were worse than the 2004 version. I don't > > > think > > > the 2004 version was their best effort either. I was a dedicated Money > > > user, > > > but not any more. I hear it is not much better on the Quicken side > > > though. > > > > > It looks as though I will bypass the 2006 veresion as well. I don't > > > have > > > much confidence they will get it right again. It's a shame!!! Does > > > their > > > Money development group adhere to different rules than the rest of the > > > company?? > > > > > "Richard Bollar" wrote: > > > > > > This is certainly the case for Yodlee transactions. I have not > > > > noticed > > > > an > > > > improvement for OFX transactions. > > > > > > > -- > > > > > > > "JohnA" <John[at]TheAtas.org-spamguard> wrote in message > > > > news:OSTBEfmiFHA.1248[at]TK2MSFTNGP12.phx.gbl... > > > > > Hi, > > > > > > > > > One of the claims is that 2006 matches transactions better than > > > > > earlier > > > > > version. That would indeed be a reason to upgrade for me. Can > > > > > anyone > > > > > give their experience in this area? > > > > > > > > > -- John > > > > > > > > > > > > > > > > |
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#5
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| Sure, you can un-match those transactions, but I've always been able to do that. The thing is, none of the downloaded transactions actually matched the existing transaction. However, there were three existing transactions that Money did not find matches for, but should have matched to those three downloaded transactions. Fundamentaly, Money should not match more than one downloaded transaction to a single transaction that already exists in the register. "JohnA" wrote: - quote - > > > managed to match three downloaded trasactions to a single transaction > > > that > > > was entered in the register by hand. > What happens when 2 or more downloaded transactions match to the same > transaction? Are you allowed to unmatch the incorrect one but keep the > correct one matched? If so, this might actually be an improvement. > "Shane" <Shane[at]discussions.microsoft.com> wrote in message > news:8D26D7D8-273C-4BE5-A4DF-19BDDF660B95[at]microsoft.com... > > You best bet is to download the Money 2006 Deluxe Trial version and try it > > yourself. I just tried it with OFX transactions and the 2006 trial > > version > > managed to match three downloaded trasactions to a single transaction that > > was entered in the register by hand. How does that happen?!?!?!? I don't > > recall this ever happening in previous version of Money. > > > Personally I have been very, very disappointed in the Money releases > > Microsoft has been putting out the last two years. I tried both the 2005 > > and > > 2006 trial versions and both were worse than the 2004 version. I don't > > think > > the 2004 version was their best effort either. I was a dedicated Money > > user, > > but not any more. I hear it is not much better on the Quicken side > > though. > > > It looks as though I will bypass the 2006 veresion as well. I don't have > > much confidence they will get it right again. It's a shame!!! Does their > > Money development group adhere to different rules than the rest of the > > company?? > > > "Richard Bollar" wrote: > > > > This is certainly the case for Yodlee transactions. I have not noticed > > > an > > > improvement for OFX transactions. > > > > > -- > > > > > "JohnA" <John[at]TheAtas.org-spamguard> wrote in message > > > news:OSTBEfmiFHA.1248[at]TK2MSFTNGP12.phx.gbl... > > > > Hi, > > > > > > > One of the claims is that 2006 matches transactions better than earlier > > > > version. That would indeed be a reason to upgrade for me. Can anyone > > > > give their experience in this area? > > > > > > > -- John > > > > > > > > > |
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#4
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| - quote - > > managed to match three downloaded trasactions to a single transaction
What happens when 2 or more downloaded transactions match to the same> > that > > was entered in the register by hand. transaction? Are you allowed to unmatch the incorrect one but keep the correct one matched? If so, this might actually be an improvement. "Shane" <Shane[at]discussions.microsoft.com> wrote in message news:8D26D7D8-273C-4BE5-A4DF-19BDDF660B95[at]microsoft.com... - quote - > You best bet is to download the Money 2006 Deluxe Trial version and try it > yourself. I just tried it with OFX transactions and the 2006 trial > version > managed to match three downloaded trasactions to a single transaction that > was entered in the register by hand. How does that happen?!?!?!? I don't > recall this ever happening in previous version of Money. > Personally I have been very, very disappointed in the Money releases > Microsoft has been putting out the last two years. I tried both the 2005 > and > 2006 trial versions and both were worse than the 2004 version. I don't > think > the 2004 version was their best effort either. I was a dedicated Money > user, > but not any more. I hear it is not much better on the Quicken side > though. > It looks as though I will bypass the 2006 veresion as well. I don't have > much confidence they will get it right again. It's a shame!!! Does their > Money development group adhere to different rules than the rest of the > company?? > "Richard Bollar" wrote: > > This is certainly the case for Yodlee transactions. I have not noticed > > an > > improvement for OFX transactions. > > > -- > > > "JohnA" <John[at]TheAtas.org-spamguard> wrote in message > > news:OSTBEfmiFHA.1248[at]TK2MSFTNGP12.phx.gbl... > > > Hi, > > > > > One of the claims is that 2006 matches transactions better than earlier > > > version. That would indeed be a reason to upgrade for me. Can anyone > > > give their experience in this area? > > > > > -- John > > > > > |
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#3
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| You best bet is to download the Money 2006 Deluxe Trial version and try it yourself. I just tried it with OFX transactions and the 2006 trial version managed to match three downloaded trasactions to a single transaction that was entered in the register by hand. How does that happen?!?!?!? I don't recall this ever happening in previous version of Money. Personally I have been very, very disappointed in the Money releases Microsoft has been putting out the last two years. I tried both the 2005 and 2006 trial versions and both were worse than the 2004 version. I don't think the 2004 version was their best effort either. I was a dedicated Money user, but not any more. I hear it is not much better on the Quicken side though. It looks as though I will bypass the 2006 veresion as well. I don't have much confidence they will get it right again. It's a shame!!! Does their Money development group adhere to different rules than the rest of the company?? "Richard Bollar" wrote: - quote - > This is certainly the case for Yodlee transactions. I have not noticed an > improvement for OFX transactions. > -- > "JohnA" <John[at]TheAtas.org-spamguard> wrote in message > news:OSTBEfmiFHA.1248[at]TK2MSFTNGP12.phx.gbl... > > Hi, > > > One of the claims is that 2006 matches transactions better than earlier > > version. That would indeed be a reason to upgrade for me. Can anyone > > give their experience in this area? > > > -- John > |
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#2
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| This is certainly the case for Yodlee transactions. I have not noticed an improvement for OFX transactions. -- "JohnA" <John[at]TheAtas.org-spamguard> wrote in message news:OSTBEfmiFHA.1248[at]TK2MSFTNGP12.phx.gbl... - quote - > Hi, > One of the claims is that 2006 matches transactions better than earlier > version. That would indeed be a reason to upgrade for me. Can anyone > give their experience in this area? > -- John |
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#1
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| its amazing how money constantly needs new upgrades...its like new math must be going on... adding and subtracting software needs constant upgrades....when money stops yearly upgrades, then i will think the programmers are actually working. Until then...its rebuying the same shit so bill gates and company can tell people how great they are. besides changing the year, what great advances are the new money programs making? "JohnA" <John[at]TheAtas.org-spamguard> wrote in message news:OSTBEfmiFHA.1248[at]TK2MSFTNGP12.phx.gbl... - quote - > Hi, > One of the claims is that 2006 matches transactions better than earlier > version. That would indeed be a reason to upgrade for me. Can anyone > give their experience in this area? > -- John |
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| yes, in my experiance, money blows...unless u rebuy it every 2 years........the box should say its a lease "JohnA" <John[at]TheAtas.org-spamguard> wrote in message news:OSTBEfmiFHA.1248[at]TK2MSFTNGP12.phx.gbl... - quote - > Hi, > One of the claims is that 2006 matches transactions better than earlier > version. That would indeed be a reason to upgrade for me. Can anyone > give their experience in this area? > -- John |
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#-1
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| Hi, One of the claims is that 2006 matches transactions better than earlier version. That would indeed be a reason to upgrade for me. Can anyone give their experience in this area? -- John |
| Tags |
| 2006, verification |
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