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Old 08-30-2008, 02:46 PM
Scott Tyler
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Default Re: Change button


"Frank Hartmann" <Frank Hartmann[at]discussions.microsoft.com> wrote in message
news:48D1A452-8247-4C27-B200-CC56803A5FBA[at]microsoft.com...
- quote -

> I have been researching how to link transactions. The answer seems simple:
> Clicking the "change button" on the transaction. The trouble is, I
> absolutely cannot find such a button. Where should it be precisely? Is
> there anything in my settings that could prevent me from seeing such a
> button?


If you auto-accept downloaded transactions, you won't see this.

If you manually accept downloaded transactions, you should see the "Change"
button, along with the "Accept" button. However, once you accept a
transaction, there is no easy way to un-accept it.

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

 
Old 08-30-2008, 02:31 PM
SteveBell
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Default Re: Change button

Frank Hartmann wrote:

- quote -

> I have been researching how to link transactions. The answer seems
> simple: Clicking the "change button" on the transaction. The
> trouble is, I absolutely cannot find such a button. Where should it
> be precisely? Is there anything in my settings that could prevent me
> from seeing such a button?


* Open an account that has downloaded transactions from the Financial
Institution (FI). The downloaded transactions will be highlighted.
* Click on one of the highlighted transactions.
* The buttons <Accept> and <Change> appear at the bottom edge of the
transaction.
* Click <Change> . The "Change transaction matching" screen appears.
* Select the radio button labelled "Match this transaction to an item
in my register....". A list of transactions appears.
* Find the _previously entered_ transaction that matches the
downloaded transaction. Click the select box so a checkmark appears.
* Click <Done> .

This whole process assumes you have previously entered all your
transactions manually, which is a best practice. If you don't enter
your transactions manually, there's nothing for Money to match against.


--
Steve Bell
New Life Home Improvement
Arlington, TX
  #-1  
Old 08-30-2008, 01:24 PM
Frank Hartmann
Guest
 
Posts: n/a
Default Change button

I have been researching how to link transactions. The answer seems simple:
Clicking the "change button" on the transaction. The trouble is, I
absolutely cannot find such a button. Where should it be precisely? Is
there anything in my settings that could prevent me from seeing such a button?
 

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