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Old 02-02-2007, 05:31 PM
johndog
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Posts: n/a
Default Re: Transaction matching problem in Money 2006


So Robert, I see you say that when you get to the point of accepting, it
displays the locally entered amount in the register, but which amount is
actually kept when you *do* click 'accept'?

I've been using money for a few years now, and only in the past week was I
taken aback by noticing that when transactions were matched, the amount
displayed in the register was still the local amount, not the downloaded
amount. I was relieved to find that when I clicked 'Accept', the amount
changed to the downloaded amount.

Still, this discovery was disturbing enough that I unmatched and matched
them a couple of times before I was willing to try 'accepting'. I wonder if
this was changed in a recent update, because I don't like it, and I'm pretty
sure I would have noticed it before. If so, it's a horrible change;
clicking accept should have known results, not require a leap of faith. You
can unmatch again, but you can't unaccept.

But hopefully this is all you're seeing and the program simply needs to win
back your trust.

- John

<pong_god[at]yahoo.com> wrote in message
news:1169314964.443623.104970[at]m58g2000cwm.googlegroups.com...
- quote -

> I've seen a number of posts on this forum regarding Money's transaction
> matching feature, but have not found any that address my particular
> annoyance. I've got some recurring monthly bills setup on my Discover
> card that have variable amounts. Money automatically downloads the
> electronic transactions and accurately matches them to the bills I set
> up manually. The problem is that when I go to Accept the proposed
> match, it wants to keep the manually entered amount (which is only an
> estimate) rather than the amount from the electronic transaction which
> is what actually got charged to my Discover account. It seems that the
> only way for me to deal with this is to unmatch them and then delete
> the entry which came from my Bills file which sort of renders the whole
> matching endeavor pointless.
> Any suggestions on this?
> - Robert -



 
Old 01-22-2007, 11:02 AM
Mark Horn
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Posts: n/a
Default Re: Transaction matching problem in Money 2006

On 2007-01-20, pong_god[at]yahoo.com <pong_god[at]yahoo.com> wrote:
- quote -

> The problem is that when I go to Accept the proposed
> match, it wants to keep the manually entered amount (which is only an
> estimate) rather than the amount from the electronic transaction which
> is what actually got charged to my Discover account.


That's very odd. I have been using Money since Money 2000 (although
I'm currently stuck on Money 2004, because I don't like 2005-2007).
I've been downloading transactions since I started, but I've never
seen that behavior. What version of Money are you using?

- quote -

> It seems that the
> only way for me to deal with this is to unmatch them and then delete
> the entry which came from my Bills file which sort of renders the whole
> matching endeavor pointless.


Really? I'm able to edit matched transactions and change just about
everything, including the amount. You should be able to do the same.

As far as suggestions go, a few questions:

1) Do you backup your money file? If not, make sure you have a
good backup before you try anything.

2) Do you see this problem in other accounts that you download
transactions into or just the disover account?

If this is happening with many accounts, then it's likely to be
some problem in either your .mny file or your Money installation.

3) How long have you been using Money?

If long, then you might file repair In Money 2004, this is done by
going to File -> Repair Money File, then choose quick or standard.
I'd try quick first and see if it works. If that doesn't work
then try standard.

Good luck.
  #-1  
Old 01-20-2007, 04:42 PM
pong_god@yahoo.com
Guest
 
Posts: n/a
Default Transaction matching problem in Money 2006

I've seen a number of posts on this forum regarding Money's transaction
matching feature, but have not found any that address my particular
annoyance. I've got some recurring monthly bills setup on my Discover
card that have variable amounts. Money automatically downloads the
electronic transactions and accurately matches them to the bills I set
up manually. The problem is that when I go to Accept the proposed
match, it wants to keep the manually entered amount (which is only an
estimate) rather than the amount from the electronic transaction which
is what actually got charged to my Discover account. It seems that the
only way for me to deal with this is to unmatch them and then delete
the entry which came from my Bills file which sort of renders the whole
matching endeavor pointless.

Any suggestions on this?

- Robert -

 

Tags
2006, matching, money, problem, transaction
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