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Old 12-29-2003, 06:25 PM
Dick Watson
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Default Re: Transfers between accounts and online downloads

This is just another limitation of downloaded transaction data: Money knows
more than the data can encode. I think what Money intend you to do is
categorize the first one downloaded as a Transfer and make the second one
downloaded match the other half of this transfer. Personally, I Just Say No
to downloaded transaction data. Saves this hassle among others.

"Money user" <anonymous[at]discussions.microsoft.com> wrote in message
news:063601c3ce34$a0da05d0$a001280a[at]phx.gbl...
- quote -

> When I download my bank or credit card entries from a
> financial institution into Money, Money does not record a
> transfer between accounts as a transfer; rather, the
> transfer appears as a expense in one account and income
> in the other. How do I properly record the downloaded
> transfer info? Thanks!



 
Old 12-29-2003, 06:05 PM
Cal Learner-- MVP
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Default Re: Transfers between accounts and online downloads

In microsoft.public.money, Money user wrote:

- quote -

> When I download my bank or credit card entries from a
> financial institution into Money, Money does not record a
> transfer between accounts as a transfer; rather, the
> transfer appears as a expense in one account and income
> in the other. How do I properly record the downloaded
> transfer info? Thanks!


When you process the first of the pair, change the category to
Transfer and the Subcategory to the other account.

When you process the second transaction of the pair, click Change
to match up with the transfer you already processed.

Alternatively you can have Money schedule the transfer in as an
estimated amount in advance. You can Change each end of the
download to match the transfer. It would be nice if Money matched
the transactions by default, but it does not happen that way enough.

Since you are already past that this time, convert one to a
transfer and Void/Delete the other.
  #-1  
Old 12-29-2003, 04:53 PM
Money user
Guest
 
Posts: n/a
Default Transfers between accounts and online downloads

When I download my bank or credit card entries from a
financial institution into Money, Money does not record a
transfer between accounts as a transfer; rather, the
transfer appears as a expense in one account and income
in the other. How do I properly record the downloaded
transfer info? Thanks!
 

Tags
accounts, downloads, online, transfers
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