Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
  #1  
Old 05-18-2004, 12:55 PM
Josh
Guest
 
Posts: n/a
Default Re: Transfers in downloaded statements

Yeah, if I go and delete/void the new entries that are created in the
other account when I categorize it will balance out but that seems
like alot of hassel. There should be a way to just match 2 downloaded
transactions. Anyone out there figured this out?

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in message news:<#OF5wNGPEHA.3452[at]TK2MSFTNGP10.phx.gbl> ...
- quote -

> The secret is to make sure the first one you download is set as a
> Transfer:[name of second acct] and the second one you download is flagged as
> a match for the other half of the transfer created out of the first one
> downloaded.
> Now that you've got 'em, you probably have to do something like void the
> second one downloaded and not turned into a transfer.
> I say "probably" because I really don't know--I skip all of this downloaded
> transaction data stuff and all of these headaches that come as part of the
> set. Maybe when I see the definitive answer on this thread, I'll put the
> thread in my "someday I should add this to the FAQ" file.
> "Josh" <felkerjosh[at]yahoo.com> wrote in message
> news:bc0794d8.0405171421.2c0272d0[at]posting.google.com...
> > Ok, here's my problem. I'm going through categorizing all my
> > transactions from my accounts that I downloaded statements from. When
> > I categorize a transaction as a transfer to another account I have in
> > money, it automatically puts a new entry in the account that I
> > transfered to/from. The problem is that there already is a real
> > record of that transfer in the other account. Is there a way to match
> > transfers in the 2 accounts when categorizing?
> > > Thanks alot.

 
Old 05-17-2004, 11:05 PM
Dick Watson
Guest
 
Posts: n/a
Default Re: Transfers in downloaded statements

The secret is to make sure the first one you download is set as a
Transfer:[name of second acct] and the second one you download is flagged as
a match for the other half of the transfer created out of the first one
downloaded.

Now that you've got 'em, you probably have to do something like void the
second one downloaded and not turned into a transfer.

I say "probably" because I really don't know--I skip all of this downloaded
transaction data stuff and all of these headaches that come as part of the
set. Maybe when I see the definitive answer on this thread, I'll put the
thread in my "someday I should add this to the FAQ" file.

"Josh" <felkerjosh[at]yahoo.com> wrote in message
news:bc0794d8.0405171421.2c0272d0[at]posting.google.com...
- quote -

> Ok, here's my problem. I'm going through categorizing all my
> transactions from my accounts that I downloaded statements from. When
> I categorize a transaction as a transfer to another account I have in
> money, it automatically puts a new entry in the account that I
> transfered to/from. The problem is that there already is a real
> record of that transfer in the other account. Is there a way to match
> transfers in the 2 accounts when categorizing?
> Thanks alot.



  #-1  
Old 05-17-2004, 10:21 PM
Josh
Guest
 
Posts: n/a
Default Transfers in downloaded statements

Ok, here's my problem. I'm going through categorizing all my
transactions from my accounts that I downloaded statements from. When
I categorize a transaction as a transfer to another account I have in
money, it automatically puts a new entry in the account that I
transfered to/from. The problem is that there already is a real
record of that transfer in the other account. Is there a way to match
transfers in the 2 accounts when categorizing?

Thanks alot.
 

Tags
downloaded, statements, transfers
Similar Threads
Thread Forum Replies Last Post
Downloaded statements
Dave: I downloaded a statement directly into one of my MM accounts, MM says that it has 65 items to review however they are not showing up in the accout....
Microsoft Money 1 04-10-2004 02:50 PM
Cannot see downloaded statements!
par4bogey: Cal, I followed your directions below - problem continues. Cannot see downloaded statements in Money 2002. Other suggestions? "In Internet...
Microsoft Money 9 01-25-2004 05:36 PM
Downloaded statements not showing
Dave Jacquemotte: Using Money 2002. I have downloaded a statement from an account I have recently opened. I have downloaded other accounts from same bank without a...
Microsoft Money 2 09-16-2003 08:39 PM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 06:26 AM.