I have had the same problem. When I download something it matches up wrong,
then when I manually match it the next time I download it unmatches and
matches it back to the old item. This seems strange since it is already been
reconciled. I never had this problem until recently. I am going to try
Quicken!!

"kavman" wrote:

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In microsoft.public.money, kavman wrote:

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I don't have any experience with that. I would not manually mark the
transaction I entered as cleared. I would try to match the incoming
downloaded transaction to the existing one. If that did not work, I
would Void the downloaded transaction.

On Oct 10, 11:29*pm, Cal Learner-- MVP <via_newsgr...[at]please.tnxwrote:
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Hello Cal... Perhaps I threw you off the track by not stating that I
didn't make either of the above payments by credit card, but used
Money to send a payment request to the bank. The bank then prints a
check and mails it to the payee.

I rely on Money to update the register with these payments and then
mark them as reconciled (with an "E") once they clear the bank. This
has worked fine till now.

In microsoft.public.money, kavman wrote:

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Below I will offer a description of a good way of handling Credit
bills paid from checking with downloading.

Normally, when you enter a transaction by hand, you don't mark it as
cleared or reconciled when you enter it. If you download the same
transaction later, Money should recognize the match itself. If it
does not, click Change, and tell it what to match to.
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Credit card handling with downloading:

When you 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. Note that for
this you would *not* use the Money "EXPENSE Credit Card Payment".
I would Delete that category.

For existing transactions that are already accepted, convert one to
a transfer and Void/Delete the other.

If you don't see the SPECIAL Transfer category at the bottom of the
list, switch to advanced register. One way is
Tools-> Settings-> AccountSettings-> DisplayAllAccountsInTheAdvancedRegister

On Oct 10, 4:54*pm, Cal Learner-- MVP <via_newsgr...[at]please.tnxwrote:
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Oops... my finger swiped the wrong key, and my first reply went "out
the door before it was complete!

I was saying, when I looked in my register tonight, after downloading
today's transactions, I found TWO entries for this second payee (the
one I manually entered last night, and another apparently sent by the
bank).

Strange...

On Oct 10, 4:54*pm, Cal Learner-- MVP <via_newsgr...[at]please.tnxwrote:
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Yep, the second transaction was made from the same checking account.
I had used Money to make the payment several days earlier, and the
payment date was the same date as the transaction that was incorrectly
matched to it (but the payment amounts were different).

Now, here's something even stranger. After downloading all my
transactions tonight, when I went back and looked in the register, I
found TWO

In microsoft.public.money, kavman wrote:

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Good so far....

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I don't understand the purpose of entering that second transaction.
Was that in the same account as the transaction that you corrected
was?

Is this a credit card bill being paid from the checking account, or
what?

I just discovered that my Money 2007 Deluxe has recorded the wrong
payee with a downloaded transaction.

I went in to the register and changed the payee in the downloaded
transaction to the correct one shown in my online banking screen, and
then manually entered another transaction in Money's register to show
a cleared transaction for the payee that was wrongly matched.

Why did this happen, and is there a better way to fix the problem?