How to merge transactions

#1 01-16-2006, 04:17 PM

J wrote:
- quote -

> My settings create a transaction record in the respective Bill Pay
> bank account within Money. Once my bank clears the transaction, a
> transaction downloads from my bank account into Money.

Assuming your "Bill Pay bank account" and the account your bank
downloads to are the same account, you should be presented with
"Accept" and "Change" buttons when reviewing the downloaded
transaction. Clicking on "Change" should allow you to match the
downloaded transaction to the original bill payment.

Regards,
JB

01-16-2006, 04:06 PM

"J" <J[at]discussions.microsoft.com> wrote in message
news:365C2558-B5B4-4467-AC11-674739589011[at]microsoft.com...
- quote -

> I'm using MS Money 2006 and recently started using the Bill Pay feature in
> Money. My settings create a transaction record in the respective Bill Pay
> bank account within Money. Once my bank clears the transaction, a
> transaction downloads from my bank account into Money. For some reason
> these
> transactions don't "merge" in Money as most other transactions do with the
> same key data points (Payee, Date, Amount, etc.)
> Is there any way to manually merge these transactions instead of deleting
> one of the transactions? The "duplicate" transactions throw off my actual
> account balances. Money usually does this, so I'm not sure what is
> different
> about these transactions.

Click the 'Change' button on the downloaded transaction.

#-1 01-16-2006, 09:40 AM

I'm using MS Money 2006 and recently started using the Bill Pay feature in
Money. My settings create a transaction record in the respective Bill Pay
bank account within Money. Once my bank clears the transaction, a
transaction downloads from my bank account into Money. For some reason these
transactions don't "merge" in Money as most other transactions do with the
same key data points (Payee, Date, Amount, etc.)

Is there any way to manually merge these transactions instead of deleting
one of the transactions? The "duplicate" transactions throw off my actual
account balances. Money usually does this, so I'm not sure what is different
about these transactions.

Thanks.

--
- J

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