02-02-2009, 04:43 AM
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 Re: Transactions are mismatched on download JohnA wrote: - quote - > Do if a check takes over 13 days to clear, it won't be matched? This
days), which will try to match everything (including future> doesn't sound right... > "Scott Tyler" <agent_scotty-at-hotmail-dot-com> wrote in message > news:%23FrRUUofJHA.4932[at]TK2MSFTNGP02.phx.gbl... > > bogeybunky-at-alltel-dot-net wrote: > > <snip> > > Also, occasionally transactions that are downloaded get matched up > > > against future payments instead of matching transactions that already > > > exist in my register. > > > > > I am using Microsoft Money Plus Deluxe Ver 17. > > > > > Any suggestions as to what is causing this would be greatly > > > appreciated. > > Go to > Tools> Settings> Online service settings, and set the "Match within x > > days" option to one day shorter than your shortest recurrence. For me, > > that means setting that option for 13 days, as my paycheck comes every 14 > > days, and my credit cards, IRA, etc are all once a month. > > > -- > > Scott Tyler > > agent_scotty-at-hotmail-dot-com > It's either-or: Either you use a loose setting (such as the default 60 occurrences), or you narrow it down enough that it matches items in the register, but not future occurrences. Which do you see as a bigger problem? Having to manually unmatch future occurrences if you leave the setting where it is, or having to manually match late clearing payments that occur outside a tighter setting? In my case, my payments are either made online (generally happen within a day or two of entry), or are on checks that are treated like debits (generally happen within a day or two of the check hitting their mailroom, 2-5 days from date of entry) so the 13 day setting works for me. -- Scott Tyler agent_scotty-at-hotmail-dot-com |
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#-1
02-02-2009, 03:08 AM
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| Re: Transactions are mismatched on download Do if a check takes over 13 days to clear, it won't be matched? This doesn't sound right... "Scott Tyler" <agent_scotty-at-hotmail-dot-com> wrote in message news:%23FrRUUofJHA.4932[at]TK2MSFTNGP02.phx.gbl... - quote - > bogeybunky-at-alltel-dot-net wrote: > <snip> > > Also, occasionally transactions that are downloaded get matched up > > against future payments instead of matching transactions that already > > exist in my register. > > > I am using Microsoft Money Plus Deluxe Ver 17. > > > Any suggestions as to what is causing this would be greatly > > appreciated. > Go to > Tools> Settings> Online service settings, and set the "Match within x > days" option to one day shorter than your shortest recurrence. For me, > that means setting that option for 13 days, as my paycheck comes every 14 > days, and my credit cards, IRA, etc are all once a month. > -- > Scott Tyler > agent_scotty-at-hotmail-dot-com |
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| download, mismatched, transactions |
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