|
#7
| |||
| |||
| "Dick Watson" wrote: - quote - > The only combination that's easy is marking a bunch reconciled. That's only > because there's a workaround for that direction. (View only unreconciled. > Got to first transaction and hold down Ctrl+Shift+M until it auto-repeats. > As they mark, they disappear and the next is selected.) > No easy way on unreconcile, though keyboard macro recorders or some such > might help. Ctrl+Shift+M, up arrow, (repeat) is a pretty fast set of strokes > if you have good rhythm for your fingers. > Perhaps it would just be easiest to add an adjusting entry to get back in > balance and mark the bank includes in that balance reconciled and move on? > "James Michael Curley" <JamesMichaelCurley[at]discussions.microsoft.com> wrote > in message news:24E30A8C-3042-432B-949E-7AC172EAAB3E[at]microsoft.com... > > I have an account I opened in 2001, after I first started using MSMoney. > > Over the years I have tried to keep the balance accurate and have not been > > able to do so. I upgraded to MSMoney 2007 Premium and I would like to > > RE-Balance the entire account to my statements. Is there an easy way to > > unmark all the entries as UnRECONCILED? |
|
#6
| |||
| |||
| Thanks for that tip, I am a new user and was trying to mark them all reconciled. "Dick Watson" wrote: - quote - > The only combination that's easy is marking a bunch reconciled. That's only > because there's a workaround for that direction. (View only unreconciled. > Got to first transaction and hold down Ctrl+Shift+M until it auto-repeats. > As they mark, they disappear and the next is selected.) > No easy way on unreconcile, though keyboard macro recorders or some such > might help. Ctrl+Shift+M, up arrow, (repeat) is a pretty fast set of strokes > if you have good rhythm for your fingers. > Perhaps it would just be easiest to add an adjusting entry to get back in > balance and mark the bank includes in that balance reconciled and move on? > "James Michael Curley" <JamesMichaelCurley[at]discussions.microsoft.com> wrote > in message news:24E30A8C-3042-432B-949E-7AC172EAAB3E[at]microsoft.com... > > I have an account I opened in 2001, after I first started using MSMoney. > > Over the years I have tried to keep the balance accurate and have not been > > able to do so. I upgraded to MSMoney 2007 Premium and I would like to > > RE-Balance the entire account to my statements. Is there an easy way to > > unmark all the entries as UnRECONCILED? |
|
#5
| |||
| |||
| Thanks for your reply. You are right, I don't want to mess with duplicated postings - that is what got the thing out of balance in the begining. "Mark" wrote: - quote - > The only other option I could think of would be to export the account to a > QIF file and then import it back into Money as a new account. > One of the big problems with that is that if you have transfers to other > accounts, then you'll end up with duplicate transactions in those other > accounts after you import the QIF file. > -Mark > "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message > news:u6r6e2hr6qppjrrqthacs45lq4b467j0f1[at]4ax.com... > > In microsoft.public.money, James Michael Curley wrote: > > > > I have an account I opened in 2001, after I first started using MSMoney. > > > Over the years I have tried to keep the balance accurate and have not been > > > able to do so. I upgraded to MSMoney 2007 Premium and I would like to > > > RE-Balance the entire account to my statements. Is there an easy way to > > > unmark all the entries as UnRECONCILED? > > > Not really. > > > You could install and use a keyboard macro that you could use to > > repeat (Ctrl+Shift+m,cursorDown) or (Ctrl+Shift+m,cursorUp). But > > perhaps there is a different shortcut: Is there any more recent > > point where the balance matches your statements? Perhaps you could > > just un-reconcile back to that more recent point. |
|
#4
| |||
| |||
| Thanks for your quick response. As I stated to Mr. Watson, I plan to get a little neurotic about having my accounts in proper synch from now on. Nothing like having an equity investment go down the tubes while forgetting one owned the investment. "Cal Learner-- MVP" wrote: - quote - > In microsoft.public.money, James Michael Curley wrote: > > I have an account I opened in 2001, after I first started using MSMoney. > > Over the years I have tried to keep the balance accurate and have not been > > able to do so. I upgraded to MSMoney 2007 Premium and I would like to > > RE-Balance the entire account to my statements. Is there an easy way to > > unmark all the entries as UnRECONCILED? > Not really. > You could install and use a keyboard macro that you could use to > repeat (Ctrl+Shift+m,cursorDown) or (Ctrl+Shift+m,cursorUp). But > perhaps there is a different shortcut: Is there any more recent > point where the balance matches your statements? Perhaps you could > just un-reconcile back to that more recent point. |
|
#3
| |||
| |||
| Thanks for your quick reply. I made the mistake of 'reconciling' the entire account in an attempt to get the Account Adjustment amount to equal the balance in my statement. It did, but requires a $1,042. adjustment for which I could not find mispostings.. Subsequently, instead of doing the same to another account, I went to my broker and downloaded all my statements. Since that account had not been 'reconciled' a few nights of diligence and I got that account to balance to the penny. This has enboldened me to do the same with the first account. J "Dick Watson" wrote: - quote - > The only combination that's easy is marking a bunch reconciled. That's only > because there's a workaround for that direction. (View only unreconciled. > Got to first transaction and hold down Ctrl+Shift+M until it auto-repeats. > As they mark, they disappear and the next is selected.) > No easy way on unreconcile, though keyboard macro recorders or some such > might help. Ctrl+Shift+M, up arrow, (repeat) is a pretty fast set of strokes > if you have good rhythm for your fingers. > Perhaps it would just be easiest to add an adjusting entry to get back in > balance and mark the bank includes in that balance reconciled and move on? > "James Michael Curley" <JamesMichaelCurley[at]discussions.microsoft.com> wrote > in message news:24E30A8C-3042-432B-949E-7AC172EAAB3E[at]microsoft.com... > > I have an account I opened in 2001, after I first started using MSMoney. > > Over the years I have tried to keep the balance accurate and have not been > > able to do so. I upgraded to MSMoney 2007 Premium and I would like to > > RE-Balance the entire account to my statements. Is there an easy way to > > unmark all the entries as UnRECONCILED? |
|
#2
| |||
| |||
| The only other option I could think of would be to export the account to a QIF file and then import it back into Money as a new account. One of the big problems with that is that if you have transfers to other accounts, then you'll end up with duplicate transactions in those other accounts after you import the QIF file. -Mark "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message news:u6r6e2hr6qppjrrqthacs45lq4b467j0f1[at]4ax.com... - quote - > In microsoft.public.money, James Michael Curley wrote: > > I have an account I opened in 2001, after I first started using MSMoney. > > Over the years I have tried to keep the balance accurate and have not been > > able to do so. I upgraded to MSMoney 2007 Premium and I would like to > > RE-Balance the entire account to my statements. Is there an easy way to > > unmark all the entries as UnRECONCILED? > Not really. > You could install and use a keyboard macro that you could use to > repeat (Ctrl+Shift+m,cursorDown) or (Ctrl+Shift+m,cursorUp). But > perhaps there is a different shortcut: Is there any more recent > point where the balance matches your statements? Perhaps you could > just un-reconcile back to that more recent point. |
|
#1
| |||
| |||
| In microsoft.public.money, James Michael Curley wrote: - quote - > I have an account I opened in 2001, after I first started using MSMoney.
Not really.> Over the years I have tried to keep the balance accurate and have not been > able to do so. I upgraded to MSMoney 2007 Premium and I would like to > RE-Balance the entire account to my statements. Is there an easy way to > unmark all the entries as UnRECONCILED? You could install and use a keyboard macro that you could use to repeat (Ctrl+Shift+m,cursorDown) or (Ctrl+Shift+m,cursorUp). But perhaps there is a different shortcut: Is there any more recent point where the balance matches your statements? Perhaps you could just un-reconcile back to that more recent point. |
| | |||
| |||
| The only combination that's easy is marking a bunch reconciled. That's only because there's a workaround for that direction. (View only unreconciled. Got to first transaction and hold down Ctrl+Shift+M until it auto-repeats. As they mark, they disappear and the next is selected.) No easy way on unreconcile, though keyboard macro recorders or some such might help. Ctrl+Shift+M, up arrow, (repeat) is a pretty fast set of strokes if you have good rhythm for your fingers. Perhaps it would just be easiest to add an adjusting entry to get back in balance and mark the bank includes in that balance reconciled and move on? "James Michael Curley" <JamesMichaelCurley[at]discussions.microsoft.com> wrote in message news:24E30A8C-3042-432B-949E-7AC172EAAB3E[at]microsoft.com... - quote - > I have an account I opened in 2001, after I first started using MSMoney. > Over the years I have tried to keep the balance accurate and have not been > able to do so. I upgraded to MSMoney 2007 Premium and I would like to > RE-Balance the entire account to my statements. Is there an easy way to > unmark all the entries as UnRECONCILED? |
|
#-1
| |||
| |||
| I have an account I opened in 2001, after I first started using MSMoney. Over the years I have tried to keep the balance accurate and have not been able to do so. I upgraded to MSMoney 2007 Premium and I would like to RE-Balance the entire account to my statements. Is there an easy way to unmark all the entries as UnRECONCILED? |
| Tags |
| account, entire, unreconcile |
Similar Threads | ||||
| Thread | Forum | Replies | Last Post | |
| exporting an entire register to a QIF file ... Jeff Bishop: Hello, When I perform an export within Money 2004 it generates a very small file. I believe that it is only exporting those things since the last... | Microsoft Money | 1 | 06-10-2005 05:00 AM | |
| Entire Institution List... Bryan: I know my bank offers online services and everything needed to bank online. However it does not show up in the list of banks. I only have the demo... | Microsoft Money | 1 | 08-19-2004 12:34 PM | |
| Can't reconcile retirement account John G. Ata: Hi, After postponing the reconciliation of my retirement (401K account), I can no longer run the wizard that does this (More Investing... | Microsoft Money | 11 | 05-02-2004 04:00 PM | |
| Money 2001 is no longer opening OFC files automatically to reconcile account Ricardo: How can I get money to open OFC files automatically? It used to do it before when I downloaded my account history from the bank to reconcile. Now... | Microsoft Money | 1 | 12-02-2003 04:52 PM | |
| Thread Tools | |
| Display Modes | |
| |