Thanks for the great info Cal

I am playing around with the 3 methods you suggested. #1 seems to work only
at the time that I do the online sync, and I can't get it to work after the
fact, even if the transactions are not yet reconciled. I did a few that way
right after a sync, but then later I went back to do some more and it
wouldn't give me the "change" button anymore. Your method #3 seems to really
work well though and is not prone to these types of problems, so I may end up
using that in the long run. I just wish I understood better when I can use
method #1 and what it is that causes the "change" button to go away.

Thanks again
-mike



"Cal Learner-- MVP" wrote:

- quote -

In microsoft.public.money, mbryan822 wrote:

- quote -

Here are three ways I like:

1. When you process the first transaction of the credit card
payment, set the category as a transfer to the other ( credit card
or bank account), or use the equivalent "SPECIAL Credit Card
Payment" category. When you process the second transaction,Money
should match it. Be careful to not just Accept if Money did not
find the match on its own for some reason. Click Change and match
it to the transfer you already made if Money did not match it for
you. I would consider this the classic of the ways I like.

2. In method 2, don't handle credit card payments as transfers or
the pre-defined "Credit Card Payment Instead create one category of
"CC payment" or some such. If you define the category as an
expense category, expect a warning when you use it to represent the
payment within the credit card account -- if you have the warning
enabled. Just click Yes in response to the warning. The category
should net at zero in reports across accounts, and you can still
customize to ignore the category if you like. [this is Bonnie
Synhorst's favorite method.]. This method is relatively simple with
the least impact if you neglect to change the category.

3. Create a suspense account.
I have one I call "In Transit", and I called it a "cash or other"
account. Change each of the downloaded transactions into transfer
to/from that account. That account will normally have a zero
balance except while funds are in transit. Make your credit card
payments as transfers to and from that account. This method will
appeal to the desire for best representing what is happening.

All of my accounts sync online
After it syncs, how do I match up the payments from my checking account
which are credit card payments with the transactions in the various credit
card accounts that are those payments?

I have read through the help and just keep going in circles. If I change the
category for a credit card payment to the credit card account, it just
creates a new transaction in the credit card account.

It seems to me that there should be a way to get these payments to match up
automatically, and if not automatically there definitely should be a way for
me to match them up manually, but I see no way to match them up manually.

sorry for such a basic question but I'm new to Money and until I get this
figured out, I don't feel that I'm able to really start using the data.

Any suggestions would be great - even if you just point me to the help docs
or a website, etc. I can figure it out if I can just find where this is
described.

Thanks
-mike