Re: How can I change a greyed out transaction?

#1 01-08-2007, 06:30 PM

Are you saying that it incorrectly matched this transaction?
Have you already "accepted" the transaction? If not, then the
procedure is to click the "change" button, and tell it not to match
this transaction. You will end up with a fully editable transaction.

I've had this happen to me before, where money thinks a transaction
d/l matches something in the Bills & Deposits. If the Bill it thinks
it needs to match is an "Epay" bill, then this is what happens.
I've even had it where money all the sudden says, "There are pending
bills to be paid" (or something like that).

The *only* solution that I know of is to click the "change" button
before I "accept" the transaction. If you've already accepted it,
then I think you're going to have to go to a backup. You might
also check with your billpay provider to make sure that you didn't
actually submit a bill pay to that payee.

I personally think that Money should *NOT* match transactions
from Bills & Deposits. But if it's going to, it should *NOT*
match epay Bills.

On 2007-01-05, MBO <MBO[at]discussions.microsoft.com> wrote:
- quote -

> Hi Mark,
> Thanks for the reply. I think you have hit the nail on the head. Only this
> time, Money 2007 decided to "match" a transaction with what it thought was an
> automatic bill payment, which has basically made the payment uneditable and
> undeletebable as far as I have been able to see. The fields you indicated,
> the memo for one, can be edited, but not the category so that I can track the
> expenditure accurately, nor the payee so I can see to whom the money was paid
> accurately.
> Thanks again,

01-06-2007, 12:36 AM

On my payments made through a bill payer (Bank of America, which uses
CheckFree) I am able to change the category. I am surprised that you can
not change the category.
Art
"MBO" <MBO[at]discussions.microsoft.com> wrote in message
news:F33E1F6E-562B-429B-AAB8-40BAEC868699[at]microsoft.com...
- quote -

> Hi Mark,
> Thanks for the reply. I think you have hit the nail on the head. Only this
> time, Money 2007 decided to "match" a transaction with what it thought was
> an
> automatic bill payment, which has basically made the payment uneditable
> and
> undeletebable as far as I have been able to see. The fields you indicated,
> the memo for one, can be edited, but not the category so that I can track
> the
> expenditure accurately, nor the payee so I can see to whom the money was
> paid
> accurately.
> Thanks again,
> "Mark Horn" wrote:
> > The only greyed out transactions that I've ever seen where bill
> > payments that I've made through my bill pay provider. And only
> > some of the fields are greyed out: Pay to, Date, Amount & Number.
> > The category, classification (if used) and memo fields are editable.
> > > Can you give more details?
> > > On 2007-01-04, MBO <MBO[at]discussions.microsoft.com> wrote:
> > > Hi,
> > > I know this has been answered but my searches aren't turning up the
> > > info. I
> > > apologize for reasking these questions, but I could sure use some help.
> > > > > I have greyed out transactions that won't allow me to change them. I'm
> > > not
> > > sure why. It is possible that Money matched them to something else to
> > > which
> > > it should not be matched. Is there a way I can get Money to quit
> > > matching
> > > transactions as this is turning out to be a pain to correct? Also is
> > > there a
> > > way to eit these greyed out transactions or unlock them somehow?
> > > Whoever
> > > thought up this for Money probably didn't figure on some of these
> > > things
> > > happening to users.
> > > Thanks for your help.
> > >

#-1 01-05-2007, 03:02 PM

The only greyed out transactions that I've ever seen where bill
payments that I've made through my bill pay provider. And only
some of the fields are greyed out: Pay to, Date, Amount & Number.
The category, classification (if used) and memo fields are editable.

Can you give more details?

On 2007-01-04, MBO <MBO[at]discussions.microsoft.com> wrote:
- quote -

> Hi,
> I know this has been answered but my searches aren't turning up the info. I
> apologize for reasking these questions, but I could sure use some help.
> I have greyed out transactions that won't allow me to change them. I'm not
> sure why. It is possible that Money matched them to something else to which
> it should not be matched. Is there a way I can get Money to quit matching
> transactions as this is turning out to be a pain to correct? Also is there a
> way to eit these greyed out transactions or unlock them somehow? Whoever
> thought up this for Money probably didn't figure on some of these things
> happening to users.
> Thanks for your help.

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