Thank you. Setting the view ended up being the key that I had missed. I was
able to set all transactions to an "R" status, except 4 transactions that
have not yet cleared the bank. After doing this, I entered the 11/30/2007
total as both the starting and ending balance and forced it to balance that
way. When I get my December statement next month, hopefully all will be
well. Thanks again for your help!

"Cal Learner-- MVP" wrote:

- quote -

In microsoft.public.money, Tim wrote:

- quote -

Did you set the View at the top of the register to only show
unreconciled transactions?

Did you sort by date increasing?

Did you start at the top with the oldest?

Did you hold Ctrl and Shift keys down before poking and holding M?



- quote -

Thanks! Unfortunately that's not working for me ... when I do that it just
changes the one I'm highlighting back and forth. Maybe it doesn't work in
the 2004 release. I'll just do it the manual way and eventually get there.
Thanks very much for your help, hopefully this will clear this issue for me.

"Cal Learner-- MVP" wrote:

- quote -

In microsoft.public.money, Tim wrote:

- quote -

Hold down the keys.


- quote -

Thank you very much, I believe this is what I've been looking for.

One question - what is 'auto-repeat'? I can't find it in help. I'm only
able to do this one transaction at a time at the moment which will be a lot
for 6 years worth of data. Is there a way to select multiple entries and
apply the reconciled option to all?

"Cal Learner-- MVP" wrote:

- quote -

In microsoft.public.money, Tim wrote:

- quote -


If you wish to start fresh and declare an account balanced, you can
mark all entries balanced. Select to show only unreconciled
transactions. Sort by date, and go to the oldest transaction.
Hold down Cntl+Shift+M and let auto-repeat work thru the
transactions until none are left showing. Then balance making the
starting and ending balance match the known balance. Choose the
balance date to be the day after your last transaction. This is
not the normal procedure. It starts you with an amnesty for former
balancing.

Thank you for your reply. I exited and restarted Money and tried leaving the
opening balance the same, but it still didn't work. I think it's actually
just plugging in the last number I manually typed in. I must have tried to
reconcile in September 2001 because most transactions in that month are
marked R. So I tried starting with October 2001 but still got the same
results. I was able to successfully balance savings and my credit card
account, but not checking. Very frustrating. I tried re-doing September
2001 by entering the opening balance of the account and then the ending
balance for 9/01 straight from the MS Money register but that didn't work.

Is there a way to clear entries I've entered before and tell it I'm starting
from scratch? I'm using Money 2004.

"Cal Learner-- MVP" wrote:

- quote -

In microsoft.public.money, Tim wrote:

- quote -

==================Bonnie Synhorst said=======================
Balancing can be frustrating. .. My rule of thumb is to avoid
changing the starting statement balance that it asks for. If you
do this, it will try to make an adjustment that you may not have
needed to make (if you were balancing months out of order, for
instance). I recommend balancing month by month starting from the
earliest date after you are sure that nothing is marked with an R.

Just remember, the opening balance it asks for is a calculation of
the opening account balance plus or minus any reconciled
transactions.
================================================== ============

I have been using various versions of Money since September 2001 and have
never been able to use the 'Balance This Account' feature successfully. I
have recently begun downloading statements into Money, but still the 'Balance
This Account' doesn't work. I repeatedly get the 'Starting Balance
Discrepancy' screen. I tried balancing to 11/30/07 by entering the
starting/ending balance right from MSMoney and it still says the starting
balance is wrong. I've gone back to the beginning and entered the account's
starting balance from 9/1/01 and tried just reconciling 9/01 to get things
rolling, and it gives the same message. Any suggestions?