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| In microsoft.public.money, bea8480 wrote: - quote - > I am new to using Microsoft Money and am using the trial version of Money
Check number not coming in right is unusual. Payees.... that can> Plus. I have several questions: > 1. When you download transactions from your financial institution do you > have to edit it them? The check numbers don't come over right and neither > does the payee. vary with the provider. Here is something that may help: Tools-> Settings-> OnlineServiceSetting check ShowStandardizedPayeeNamesForWhichANameIsNotFound. Try clicking MoreDetails to the right of that selection for a description of what it should do. - quote - > 2. Do you enter transactions based on the date that the transaction actually
I leave the date as downloaded. It is up to you.> occurred or do you just leave the date per the bank (cleared date). - quote - > 3. How do you get older transactions from your financial institution to
The first time, the FI would normally send what is available. The> download? amount available varies with FI. So there is not something you can do to say to go back and get the older ones, unless your FI has statements downloadable from the web site that let you go back farther. - quote - > Thanks for the help. |
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| I am new to using Microsoft Money and am using the trial version of Money Plus. I have several questions: 1. When you download transactions from your financial institution do you have to edit it them? The check numbers don't come over right and neither does the payee. 2. Do you enter transactions based on the date that the transaction actually occurred or do you just leave the date per the bank (cleared date). 3. How do you get older transactions from your financial institution to download? Thanks for the help. |
| Tags |
| newbie, questions |
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