After creating a brand new Money file, the process worked fine for about a
month. After that, it started not working again. When downloading
transactions, most of the time, they are not matched with the exact
transaction in the registry, but instead to the next months transaction in
the bills.

My workaround now is to stop using the bills portion except for the big $
amounts. Rather than move accept transactions from the bills and moving them
to the registry, I just download them from my bank and accept them from
there. The downside of course, is I can't predict future cash flow as well,
since they are not entered downloaded into the registry AFTER they have
occurred.

I find the reports lacking as well.

Come 2008, I will strongly consider switching to Quicken.

Joe

For what it's worth, I have the same problem since I upgraded from M2004 to
M2006. It periodically stops matching transactions, and there doesn't seem
to be a repeatable solution. I've tried repairing the file, and sometimes
that seems to correct the issue, but the solution does not stick. After
working ok for several weeks, the problem popped up again today.

Very frustrating.



"Joe Sommers" wrote:

- quote -

I was finally able to get out from this problem. Since I had tried everything
else, including deleting all bills, I decided to bite the bullet and create a
new Money file. I was reluctant to do this, because I had all of my
financials in there, and could run monthly budget statements, annual net
worth statements, and so on.

Anyways, I've added just the 5 main accounts I use, and I will slowly back
enter balances to other accounts. Since the file is new & small, performance
is much better, and some other features are now available that I wasn't aware
of before.

Good luck with your issues...

Joe

In microsoft.public.money, stutes wrote:

- quote -

To see if it is going to help, I suggest you make a *copy* of your
Money file with a different name. You can use Windows Explorer to do
that. Then delete the bills on the copy, to see if the performance
increase is sufficient to make the change.

Here is a description of the feature and some suggestions on getting
your bills set up anew:

File-> Repair-> RemoveAllBillsData

This Remove All Bills Data feature would be for people who have
experienced their Money file to run excessively slow.

To get some information within the program,
File-> Repair-> RemoveAllBillsData
Read the information. Then click cancel.

Before proceeding, make an extra copy or backup of your file
in case you want to undo something.

The problem will be that if you remove all bills, you will probably
want to add at least some of your bills back. This can be done
manually with the aid of the reports that you print out before
removing the bills.

A technique that could help simplify re-entering your bills
afterward would be to go your register and selecting a
representative instance of your past bill and selecting "Make
Recurring" (Ctrl+E). This would be especially helpful if the bill
is complex, such as involving a split.

So I tried what Cal suggested and followed his link to support for Money, and
had an online chat with "Brian" from Microsoft. He said that it is probably
due to corrupt data in the bills, probably from the conversion of such "old"
software (I upgraded from 2003). He recommends removing all the bills and
re-entering them.

Yee haa. Not exactly a fix I'm going to enjoy...

"stutes" wrote:

- quote -

Wish I knew how to resolve it, but I just want to chime in that I'm have the
EXACT same problem. Only on one account however, which makes me wonder what
is up with the account that only it has this matching and unmatching problem.

"Joe Sommers" wrote:

- quote -

Well, I'm having the same problem again!! The program work perfect for about
a week, when I downloaded maybe 3 times or so. Now, it's back to goofed up
again. NONE of the downloaded transactions are matched correctly. The ones
that are matched are pulled from the BILLS, so if they are for the correct
vendor they are for a future payment instead of the one in the REGISTER. NONE
of the items in the register are matched, and when I CHANGE the transaction,
only the items in the BILLS are shown as possible options. Cleanup is manual
- I have to unmatch the transaction, and then delete the duplicate transaction

Joe

"Keli'i Martin" wrote:

- quote -

In microsoft.public.money, Keli'i Martin wrote:

- quote -

If you bought Microsoft Money 2007, go to Help-> AboutMicrosoftMoney,
and write down the Serial number. Go to
http://support.microsoft.com/money and proceed from there. After
clicking Money 2007, note the Contacts item which will lead you to
"Contact a Support Professional by Email, Online, or Phone."




- quote -

Well, I'm at a complete loss again. I ran repair twice on my Money file
and it's still not working correctly. It's very annoying. Do you think
I can contact Microsoft about this, because it's slowly beginning to
make me want to just uninstall Money completely... > <


Joe Sommers wrote:
- quote -

Good luck. My transactions automatically match again, so I'm back in business.

"Keli'i Martin" wrote:

- quote -

Cool, I'll try that. I ran repair on my Money file, so now I just need
to wait for a transaction to be downloaded to see what happens.
Hopefully this resolves my problem. I was kind of hopeful when I saw
that Money needed an update this morning but was disappointed when my
downloaded transactions still were not matching up correctly. I'll post
back here with an update. Thanks for the info!


Joe Sommers wrote:
- quote -

OK, I got a little farther here. I ran repair on the Money file again, and
now when I change the transaction, I see the transactions for BOTH the BILLS
and the REGISTER. So I can manually match them up. We'll see if the automatic
matching works next. Good luck. I had to repair the file twice before it took.

Joe

"Keli'i Martin" wrote:

- quote -

Keli'i Martin wrote:
- quote -

So just wondering still if there is anything that can be done to fix
this problem. I don't know exactly what steps to take to try and get
this issue resolved or if it is even possible. Anyone know?

Joe Sommers wrote:
- quote -

Well I'm at least glad to hear it's not just me having this problem.
The ironic thing about this problem is that before I upgraded from Money
2004, I started to not be able to download transactions from my bank at
all, being given the message that my version of Money could not do this
anymore and that I needed to upgrade. That's really the only reason I
even picked up Money 07 in the first place, and now that functionality
doesn't work right anymore.

I'm having the same problem. I used to use Money 2003, and I upgraded to
Money 2007 about a month ago. The problem is that the program is trying to
match up with transactions in the BILLS instead of transactions in the
REGISTER. As such, an exact match with date / payee / amount is not found,
AND you cannot match it manually either.

I have repaired the money database, uninstalled and re-installed manually.
Still the same problem. I'm quite sure this is a bug, which Microsoft will
have to fix.

Joe Sommers

"Keli'i Martin" wrote:

- quote -

I have upgraded from Money 2004 to Money 2007. I am having a very
annoying problem when I download transactions from my bank. In 2004,
whenever I downloaded transactions, they would be automatically matched
up with transactions I had already entered into my register. Then I was
given the option to accept this downloaded transaction or change it.

The problem I'm having is two fold. First, the downloaded transactions
never match up with one that I have already entered into the register
manually. The times that it does match up with a transaction, it does
so with some future transaction that has not even occurred yet, and ones
which I have not entered in manually.

Second, when I try to Change the transaction to match with one that I
have manually entered, I am only given a list of FUTURE transactions, as
one would see if they were looking at the Bills page. This is VERY
frustrating for me, because now whenever Money downloads my
transactions, it is entering duplicates of transactions I have already
entered manually.

Is anyone else seeing this problem, and does anyone know how to resolve it??