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Old 05-23-2008, 04:50 AM
Retired Coal Miner
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Default Re: Money getting dumber about matching transactions

I forgot to add, take a look at the help named 'Money doesn't match some payee
names', and 'Money doesn't display online payee names'. Both help screens seem
to have good info, more so than in past versions. Maybe these will help you
identify your specific problem, assuming it is something you have control over.


kaplan3jiim[at]example.com wrote:
- quote -

> I didn't seem to have much problem before going from M2005 to M+. Now
> I get things like Money trying to match an already reconciled,
> electronically downloaded (previously) April 4 teller withdrawal with
> a newly downloaded ACH debit from May 5. I've had this happen several
> times. The ACH debit
> Anyway to stop this silliness?
> Jim

 
Old 05-23-2008, 04:32 AM
Retired Coal Miner
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Default Re: Money getting dumber about matching transactions

I also notice this in moving from M04 to M+. They seem to have tweaked the
matching algorithm and anymore, I occasionally get a downloaded ATM withdrawl
transaction incorrectly matched to a recurring bill for the same amount. The
logic to find a match now seems to now place more emphasis on matching the
amount and less on the date and type. For the record, it worked for me with
very few mismatches in M04, over the course of 3 years of use I'd say maybe 7
or 8 mismatches.

The only thing I can see to modify is the "Match Transactions within a XX day
range", in Tools > Settings > Online service settings.

kaplan3jiim[at]example.com wrote:
- quote -

> I didn't seem to have much problem before going from M2005 to M+. Now
> I get things like Money trying to match an already reconciled,
> electronically downloaded (previously) April 4 teller withdrawal with
> a newly downloaded ACH debit from May 5. I've had this happen several
> times. The ACH debit
> Anyway to stop this silliness?
> Jim

  #-1  
Old 05-23-2008, 03:45 AM
kaplan3jiim@example.com
Guest
 
Posts: n/a
Default Money getting dumber about matching transactions

I didn't seem to have much problem before going from M2005 to M+. Now
I get things like Money trying to match an already reconciled,
electronically downloaded (previously) April 4 teller withdrawal with
a newly downloaded ACH debit from May 5. I've had this happen several
times. The ACH debit

Anyway to stop this silliness?

Jim
 

Tags
dumber, matching, money, transactions
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