Do you change the date on the downloaded transaction or the one in your bills
section that are not in your account yet?

This is still a problem I can't get rid of and it is annoying me. I am about
to give up and try quicken.




"myronlh" wrote:

- quote -

I have tried all that without success. For most of them I can't change the
date because the transactions are downloaded from my BOA online bill pay
account.

Where are the experts? Should I just go back to the 2006 version?

"myronlh" wrote:

- quote -

I sometimes have the same problem. In some cases I have found that Money
won't make a match up because I had the bill configured as being a fixed
amount each month when the bill actually varies. I also have been able get
Money to make a second attempt at making a match by changing the transaction
date then changing the date back after Money matches up the scheduled bill
with the downloaded transaction. If these don't work I right click on the
bill in the summary list and click on skip this occurance then click on skip
only the earliest unrecorded occurance.

"Lance" wrote:

- quote -

I use money 2007 premium and am having a problem. I don't recall if the
problem began after upgrading to 2007 or not. First I will describe the way
it used to work and then describe the problem.

I use online banking to pay my bills. My invoices are sent to my online bank
and they are automatically processed for payment. Thus the transactions
usually download into money about 10 to 14 days before the payment is
acutally made. All these bills are also in my "Bills" section in money. When
these transactions are downloaded into money, it will remove the bill out of
the bills section in money. Usually when it is downloaded the bill is
downloaded without a category. I then enter the category and I get a question
from money asking me if it is the bill in my "bills" section of money. I
select yes and it removes that months payment for the bill in the bills
section.

For some reason it no longer asks me if the downloaded bill is the bill in
teh bills section. Thus my bills section is messed up and my cash flow
forecast will have bills duplicated.

Any help would be greatly appreciated. Hopefully this is clear.