IF the transactions are real AND IF the transactions are reflected in the
statement ending balance last matched, THEN you can just mark the
transactions as reconciled. Done. This should only change what the balance
wizard tells you is the statement beginning balance when you go to use it.

When a transaction goes un-reconciled, you should have a problem getting the
starting balance for that month to match between the Money balance wizard
and the paper statement.

You could do what you propose by marking transactions as un-reconciled,
though if you meet the scenario noted above it shouldn't be necessary. You'd
have to know precisely which transactions were on which side of the dividing
line you want to go back to, however. Money has no clue when the R flags got
set, only that they are, so it can't "rollback" from one balanced condition
to the previous one. Keep copies of your data file before doing anything
"extreme" like this in case things don't work out right away or the way you
first attempt.

Now, as to why transactions are getting un-reconciled: which version/edition
of Money? Is downloaded transaction data involved? Which FI? It's a
condition I've never seen, but perhaps somebody will recognize a
combination,

"Rick" <Rick[at]discussions.microsoft.com> wrote in message
news:B3E09991-8859-4CD5-A652-0E156C1E1D0D[at]microsoft.com...
- quote -

In microsoft.public.money, Rick wrote:

- quote -

If you wish to start fresh and declare an account balanced, you can
mark all entries balanced. Select to show only unreconciled
transactions. Sort by date, and go to the oldest transaction.
Hold down Cntl+Shift+M and let auto-repeat work thru the
transactions until none are left showing. Then balance making the
starting and ending balance match the known balance. Choose the
balance date to be the day after your last transaction. This is
not the normal procedure.

Thereafter, follow the normal procedure.

Yes, my reconciled balance matched the bank statement. Everything was OK
there. I understand the only thing that would change would be the register
balance. This is not the first time this has happened. Every once in a while,
when I go to balance my account, money will show a transaction that is very
old as unreconciled. It has always been a small amount and no big deal. But
when I did the balance for August, it was showing several items from April,
May and June as unreconciled and it would change the register amount by a
minimum of 2k, so I just want to make sure I am right. What I was going to
do, if I could, is go back to April, and with the bank statements in hand,
balance the account for April, May, June, July and August again. I was hoping
there was someway to just tell money to unreconcile starting at the end of
the March balance and let me start from that point. If I have to manually
unreconcile transactions, then I would have to use the bank statements to
prevent me from unreconciling a transaction beyond the date I want to start.
I guess it is a mess. I wish there was a way to just tell Money to erase the
balancing for each month, so it would start at the ending balance for March
and let me move forward from there.

"Dick Watson" wrote:

- quote -

I'm not sure I understand your objective/situation fully.

So, you balanced the account to data from the bank/statement, with these
items as uncleared. Therefore, your cleared balance at the bank = your
reconciled balance in Money. Given this, if you delete these items, it won't
affect the reconciled balance. Yes, it will affect the register balance. But
if these items aren't real, the register balance isn't real.

The only way to "redo" the balance is to mark transactions as unreconciled.
If you download data, that's not an option, as I understand it.

Are the transactions real? Did they clear? If they cleared, how'd you
balance the account without marking them as cleared? Are there account
adjustment transactions in their places? If so, you can delete those, then
mark the uncleared items as reconciled. This would change the register
balance but not change the reconciled balance.

"Rick" <Rick[at]discussions.microsoft.com> wrote in message
news:9651AFEF-B0A8-4210-8116-98D6D3547B18[at]microsoft.com...
- quote -

I recently balanced my account, as I do every month. However, there are
transactions that are several months old showing as not cleared. If I delete
these items, my account balance will change substantially. I keep all my
statements from the bank. IF I want to go back a couple of months, can I edit
or "re-do" my balance to statement? and work myself forward until I am
current?