Well, in M2002 when I download transactions the register shows the new
transactions in bold and when you click on them and the transaction becomes
highlighted there is an Accept and a Change button on the lower right side.
I don't remember what M2006 looks like but it is probably similar. It is a
little difficult to explain this stuff in writing but you will see how it
works when you try it. You might have to download another transaction so
you can see exactly how this procedure works.

Regards

Bill Wood


"Jhawk" <desi_jhawk[at]yahoo.com> wrote in message
news:Xns9848C984A9D8Cdesijhawkyahoocom[at]207.46.248.16...
- quote -

Thanks William.

How do I invoke the 'Change' on the downloaded transaction? I am using
MS Money 2006 Deluxe

thanks
Jay

"William R Wood" <secret[at]???.net> wrote in
news:#cTG#aD4GHA.1300[at]TK2MSFTNGP05.phx.gbl:

- quote -

If I understand what you are doing, here is the solution.

I assume that you downloaded transactions from your checking and savings
account and both accounts now reflect the $100 transaction. Each
transaction should have an E in the cleared column in both Money registers
and be highlighted in bold. Do not click Accept.

If you have not done so yet, manually enter a transfer transaction from the
checking account to the savings account for the same $100 amount. This will
create a duplicate entry in both the checking and savings acct. Then click
Change on the downloaded transaction in the checking account. Scroll down
the list of transactions in the box that pops up and check the transaction
that you just entered manually. This is how you merge the two duplicate
transactions and "teach" Money how to automatically match them in the
future. Click done and Money will merge the duplicates and your registers
in both accounts will now show the merged transactions. Then click Accept
and a single transfer transaction will appear in both the checking and
savings account.

If these transfers are recurring Money will learn to match them in the
future and you can make it easier by putting the recurring deposit in Bills
and Deposits. After Money learns the match it will automatically merge the
downloaded transactions with the transaction in Bills and Deposits or
manually entered transactions. All you have to do then is click Accept on
the merged transaction after you download.

Regards

Bill Wood






"Jhawk" <desi_jayhawk[at]yahoo.com> wrote in message
news:Xns9847EF5FA620Cdesijhawkyahoocom[at]207.46.248.16...
- quote -

Hi

How to match the transactions especially when moving money from one account
to another. Here's an example, I have moved $100 from the Savings account
to checking account, and Money has succesfully updated to retrieve these
transactions. But, when I make the transaction in the Checking Account as a
Transfer from the Savings Account, Money automatically adds a new
transaction in the Savings Account. Now there will be two transactions for
$100 in the Savings account, how do I match these two transactions?

thanks
Jay