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Old 06-09-2008, 10:23 PM
Cal Learner-- MVP
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Default Re: Duplicate transactions

In microsoft.public.money, Karen wrote:

- quote -

> On 2007 Deluxe, when I do a transfer from one account to another, I end up
> with duplicate transactions. Is there a way to merge them? I download
> transactions. I know I could delete the duplicates, but it would be nice to
> have it realize it is the same transaction so it shows up as cleared on both
> accounts instead of just one or the other.


When you first process the first transaction of the credit card
payment, set the category as a transfer to the other ( credit card
or bank account), or use the equivalent "SPECIAL Credit Card
Payment" category. When you process the second transaction,Money
should match it. Be careful to not just Accept if Money did not
find the match on its own for some reason. Click Change and match
it to the transfer you already made if Money did not match it for
you. I would consider this the classic of the ways I like.

For existing transactions that are already accepted, convert one to
a transfer and Void/Delete the other.
  #-1  
Old 06-09-2008, 09:51 PM
Karen
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Default Duplicate transactions

On 2007 Deluxe, when I do a transfer from one account to another, I end up
with duplicate transactions. Is there a way to merge them? I download
transactions. I know I could delete the duplicates, but it would be nice to
have it realize it is the same transaction so it shows up as cleared on both
accounts instead of just one or the other.
 

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duplicate, transactions
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