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Old 04-19-2008, 12:43 PM
Dick Watson
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Default Re: starting over with correct balances

You needn't necessarily "start over". You could use the "balance account"
genie to set all cleared transactions to, say, statement balances and then
accept the difference and Money will enter an adjustment transaction. You
could also enter and mark as reconciled you own similar transaction. Or you
could adjust the account opening balance in account settings to compensate.

"helymo" <helymo[at]discussions.microsoft.com> wrote in message
news:72E7DE11-DC44-4078-98B4-56AB3C2E2F62[at]microsoft.com...
- quote -

> My husband and I have been getting more familiar with Money over the past
> 4
> years and realize now some mistakes we made in the past, and we would like
> to
> fix them. Basically, our current acct balances in Money don't match with
> actual balances b/c we weren't very good at assigning transferring of
> money.
> So, for example, in our downloaded bank statement we assigned a credit
> card
> payment as "credit card payment" instead of "transfer to Discover" etc.
> So,
> is there a way to start over from today w/o losing all of our assigned
> transactions YTD, or having to manually change each payment for the past 4
> years?
> Hope that made sense. Thanks!


  #-1  
Old 04-18-2008, 09:06 PM
helymo
Guest
 
Posts: n/a
Default starting over with correct balances

My husband and I have been getting more familiar with Money over the past 4
years and realize now some mistakes we made in the past, and we would like to
fix them. Basically, our current acct balances in Money don't match with
actual balances b/c we weren't very good at assigning transferring of money.
So, for example, in our downloaded bank statement we assigned a credit card
payment as "credit card payment" instead of "transfer to Discover" etc. So,
is there a way to start over from today w/o losing all of our assigned
transactions YTD, or having to manually change each payment for the past 4
years?

Hope that made sense. Thanks!
 

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balances, correct, starting
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