"Richard" <Richard[at]discussions.microsoft.com> wrote in message
news:728E0EAE-448C-4A62-AA1D-E4495F3DB2BF[at]microsoft.com...
- quote -

All the transactions you've already downloaded and accepted are water under
the bridge. You can't un-accept them and match them to bill payments.
You'll have to Skip any payments in Bills Summary that Money missed. Either
that, or restore a backup and re-download the transactions.

For future downloads, assuming you're not automatically accepting downloaded
transactions, you can click to focus on a downloaded transaction. If it's
not matched to the bill payment, click the Change button, tick the radio
button to match it to another transaction, and then you should get a list of
transactions, including current and future bill payments. Click to check
the transaction you want to match to, click Done, and then click Accept.

Yeah, it's a lot of clicking, but it will mark the payment in Bills Summary
as paid.

I tend to have the opposite problem: 99% of my transactions are manually
entered, but instead of matching the downloaded transaction to the
transaction already in the register, Money tries to match it to a future
bill payment, and I have to do a bunch of clicking to unmatch it from the
bill payment and match it to the register payment.

All of this is very hit-or-miss. Money Plus seems to be more aggressive
about matching downloaded transactions to the Bills Summary than Money 2004
was, but in my case, that tends to create a lot of extra work for me, as
most of my bills have already been entered manually.

--
Scott Tyler
agent_scotty-at-hotmail-dot-com

"Chris Cowles" wrote:

- quote -

I appreciate your response... I'm not sure if it's quite what I need. My
delimma is that I have several transactions that have already made it into
the register via Online Updates. I would like to be able to assign these
register entries to a bill payments, and have them count toward the
appropriate payment schedules.

Is that more clear?

Thanks Again

"Richard" <Richard[at]discussions.microsoft.com> wrote in message
news:59A64C7A-5A07-48AE-BADF-E0F8CA5ECB49[at]microsoft.com...
- quote -

For common scheduled bills I have them post automatically a couple of
days in advance. That way it's in the register for either auotmatic
matching or linking by way of the 'change' button.
--
Chris Cowles
Gainesville, FL

Sometimes I pay a bill via the phone or over the internet... how do I ensure
that the transaction that I will subsequently download from my bank is
applied to the proper bill schedule?

Sometimes, Money will ask, "Do you want to apply this payment to the
following bill....?" Usually it doesn't.

I want to know how to force money to look at a Check Register Transaction as
a possible Bill Payment.

TIA.