via_newsgroup[at]please.tnx(Cal Learner-- MVP) wrote in message news:<kpgbvvg52tql3qdkicqj0n3sc5kmjs9nop[at]4ax.com> ...
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Thanks, Cal

I had not performed the task because I wanted to more or less know
what I was doing before getting into it. I was basing my assumptions
on Quicken. On performing the job on a small dry run account I found
that Money was much more sophisticated than Quicken. Quicken just
dumps the data for three months on you without any option of what you
want to download. To straighten this out takes hours. Money 04 gave
the the option of the date to start accepting the data. Thanks.

Bill Saxon

In microsoft.public.money, Bill Saxon wrote:

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OK. If you want NONE of the downloaded transactions in Money
2004/2003, do a download. Then right click on the Account List where
it says you have xx transactions to read. That will delete those
transactions, and Money will not ask for them again.

Alternatively, you can sort registers by entry order. This would put
the newly loaded transactions together where you could void/delete
the ones you choose to do.

Keep an extra copy of your file while doing these things in case you
don't like the result.

I have converted to Money from Quicken. When I download my data from
Banks and Brokers, if Money is like Quicken in this respect, it will
be a nightmare.

The data download will probably be for six months and be dumped on top
of the data (several years) that is already in the account. In
Quicken this results in hundreds of "Matches" and "News" that I
usually manage to somehow screw up.

Can anyone give me a step by step of how to do this in Money? I can't
find anything in Help that covers this problem.

Thanks, Bill Saxon