Misery loves company. I came to this forum because of this topic. I had the
problem licked for a while, but it came back. I solved it the first time by
editing the payees and going to the Payees Rule Manager. There you can add
payee name variations. When I did this, Money began matching downloaded
transactions (that invariably had different payee names) with recurring
budget items. I'm pretty sure that this stopped working when I upgraded to
Money 2005 (from Money 2001).

Did anyone ever get this to work in Money 2005?

Thanks!

"swfeken[at]comcast.net" wrote:

- quote -

Amen I have the same problem, you described so well. Opened up the
trial for 2006 and to my chagrin it's still there. Among others...so
too have thought seriously about Quicken over the last several years
but just don't want to deal with what I'm sure would be headache
switching.

wh wrote:
- quote -

Susan - I'm not sure if not matching downloaded vs manually entered
transactions are 2 bugs or 1, but in general, your description is spot-on.

Microsoft: What's up with this?! Am I the only one that downloads
transactions _and_ uses recurring bills? I doubt it. It's hard to believe
that every user isn't fed up with this problem. Maybe it's time to check out
Quicken.

This is the problem I keep talking about. Downloaded transactions don't
match to Scheduled transactions. This is NOT the same problem as mismatching
with manually entered transactions.

OK. You have entered a bunch of scheduled transactions, aka upcoming bills.
At some point you pay your bills. Later, you download your transactions
from your FI. Some of them don't have a category, or have the wrong
category. Occasionally, the same thing happens with payees. So, when there
is missing or incorrect information, you add it or change it.

SOMETIMES, a box will pop up that says "Is this your scheduled payment to
XXXX?" with details on the downloaded transaction that you can compare with
the details on the scheduled transaction. The problem is that most of the
time, the box DOESN'T pop up, even after you have the right payee &
category. In those cases, there doesn't seem to be a way to tell Money that
this is a scheduled transaction payment. Money thinks it's overdue, & nags
you about it until you go Skip Payment.

There is no discernable difference between the ones that pop up the box, &
the ones that don't.

There is another thing it does that I believe to be related to whatever
causes the first thing. Sometimes all your downloaded transactions will be
either correctly matched or unmatched, EXCEPT for a couple that match to
wildly inappropriate FUTURE scheduled transactions. Wildly inappropriate
means different payee, different dates (one is past, one is future),
different amounts, etc.

Lots of people have been asking about these two issues, but they lump them
together as "transaction matching ." I don't think they're the same thing, &
I don't think we're going to get anywhere with "how to match scheduled
transactions to downloaded transactions" until we examine it separately.from
"how to match manually entered transactions to downloaded transactions."

I want to know what makes the "Is this your scheduled payment to XXX?" box
pop up, or not.

I hope that made sense.

Susan



"wh" <wh[at]discussions.microsoft.com> wrote in message
news:AD1DEF22-F3D6-48FC-8B91-CBA36967458A[at]microsoft.com...
- quote -

"wh" <wh[at]discussions.microsoft.com> wrote in message
news:AD1DEF22-F3D6-48FC-8B91-CBA36967458A[at]microsoft.com...
- quote -

My head hurts thinking about LOL.


- quote -

Sorry if I didn't mention this before, but I'm using recurring bills (marking
key bills as recurring in my checking account register). This schedules them
for cash flow analysis, and when the date passes, ends up marking them
overdue if it can't find an exact match in the register. It fails to find an
exact match because (a) I have them set up to pay with BillPay, and (b) I
update my bank about online, and often the transaction ID or date is inserted
as the name of the payee. At least I'm guessing that's why it can't figure
out how the recurring bill matches with the payment.

Warren


"Shadowz" wrote:

- quote -

"wh" <wh[at]discussions.microsoft.com> wrote in message
news:FEB73233-29F3-4DC0-92AF-0A06F4A79910[at]microsoft.com...
- quote -

I maybe wrong, but I think your using it wrong. In money you go to bills
and select a bill to pay. It adds the bill as a transaction to your bank
account in money. You then still have to do the work necessary to pay the
bill, sending a check, going to the website to pay it, online bill pay etc.
When you do auto update or download a export file and import it, the
transaction will match up with the bill that you paid. You can then accept
it or cancel it.

I'm using Money 2006, and have a question that has been unsolved since Money
2003:

The Bills & Deposits list is constantly showing me items that are past due,
and I believe this is because the downloaded transactions are often
showing up with different names. How can I match up the past due items with
the actual transactions that they belong to?

"Make a one-time payment" isn't what I want, because the bill was already
paid (via MSN BillPay). I just want to say "this bill here was paid by this
payment there."

Similarly, double clicking on the item in the bill summary offers to add an
entry to my register. I don't want to add an entry, I just want to specify
which register entry was the payment.

Thanks,

Warren