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#2
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| If you go to TOOLS-> OPTIONS-> ONLINE SERVICES and see what has been selected. You can tell the system on this dialog box not to automatically accept the transactions as well as to not use the bank clearing date! Now, if you have not already entered the transaction, the bank clearing date will be used and you will have to manually change the date, but that makes sense... Ron |
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#1
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| - quote - > -----Original Message-----
promblem you have plus it is automatically entering> How much more improved is the Reconciliation / balancing process in 2004 vs. > 2003? I have had problems in 2003 with updating my checking register from > online banking statements ( ie., it changes dates of already-entered > transactions ) and am hoping for something a bit more robust. Ideally, it > would be great if the process downloaded bank statements and put them in a > "review screen," allowing the user to manually match up each transaction > instead of the software making its own assumptions. > Can anyone provide any insight on how this process works in 2004? > Thanks in advance, > Bill > . > Bill I can't help you but I just upgraded from 2001 which I thought worked great. Now I have the same transactions that are in my bills and deposits instead of just telling if they are overdue or not. It also won't let me edit some of the downloaded transations. Let me know if you find out anything |
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#-1
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| How much more improved is the Reconciliation / balancing process in 2004 vs. 2003? I have had problems in 2003 with updating my checking register from online banking statements ( ie., it changes dates of already-entered transactions ) and am hoping for something a bit more robust. Ideally, it would be great if the process downloaded bank statements and put them in a "review screen," allowing the user to manually match up each transaction instead of the software making its own assumptions. Can anyone provide any insight on how this process works in 2004? Thanks in advance, Bill |
| Tags |
| 2004, process, reconciliation |
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