Transactions are incorrectly matched when you download statements in Money

When you try to download statements in Microsoft Money, some transactions are matched incorrectly.

Transaction matching occurs when Money tries to automatically match the transactions from a downloaded statement to the transactions that were entered in the register manually.

This behavior can occur when two or more transactions either occur on the same date or are for the same amount of money.

To resolve this issue, match transactions manually. To do this, follow these steps:

1. Start Money.
2. Open the Account List. To do this, follow these steps:
   1. In Microsoft Money 2006 and in Microsoft Money 2005, click Account List on the Money Home page.
   2. In Microsoft Money 2002 through Microsoft Money 2004, click Accounts & Bills, and then click Account List.
3. Click the account that contains the transaction that you want to match.
4. Click Change on that transaction.
5. On the Review transaction details page, click to select the check boxes for the transactions to which the downloaded transaction should be matched.
6. Repeat steps 2 through 4 until all of the transactions are matched properly.

To work around this issue, use one of the following methods.

Method 1: Change the date range for transaction matching

Money 2006 and Money 2005

1. Start Money.
2. Click Tools, click Settings, and then click Online Service settings.
3. Change the date range that Money uses to match transactions to a 10 day range.
4. Click OK.

Money 2002 through Money 2004

1. Start Money.
2. On the Tools menu, click Options, and then click Online Services.
3. Change the date range that Money uses to match transactions to 10.
4. Click OK.

Method 2: Turn off transaction matching

Money 2006 and Money 2005

1. Start Money.
2. Click Tools, click Settings, and then click Online Service settings.
3. In the Online Service settings dialog box, click to clear the Replace download payee names with user-altered names when available check box.
4. Click OK.

Money 2002 through Money 2004

1. Start Money.
2. On the Tools menu, click Options, and then click Online Services.
3. In the Online Services dialog box, click to clear the Replace download payee names with user-altered names when available check box.
4. Click OK.