Transactions are incorrectly matched when you download statements in Money

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Article ID: 317457 - View products that this article applies to.
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SYMPTOMS

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.

CAUSE

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

RESOLUTION

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.

WORKAROUND

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.

Properties

Article ID: 317457 - Last Review: February 27, 2014 - Revision: 7.3
APPLIES TO
  • Microsoft Money 2007 Deluxe
  • Microsoft Money 2007 Home & Business
  • Microsoft Money 2007 Premium
  • Microsoft Money 2006 Deluxe
  • Microsoft Money 2006 Premium
  • Microsoft Money 2006 Small Business
  • Microsoft Money 2006 Standard
  • Microsoft Money 2005 Deluxe Edition
  • Microsoft Money 2005 Premium Edition
  • Microsoft Money 2005 Small Business Edition
  • Microsoft Money 2005 Standard Edition
  • Microsoft Money 2004 Deluxe Edition
  • Microsoft Money 2004 Premium Edition
  • Microsoft Money 2004 Small Business Edition
  • Microsoft Money 2004 Standard Edition
  • Microsoft Money 2003 Standard Edition
  • Microsoft Money 2003 Deluxe Edition
  • Microsoft Money 2003 Deluxe and Business Edition
  • Microsoft Money 2002 Standard Edition
  • Microsoft Money 2002 Deluxe Edition
  • Microsoft Money 2002 Deluxe and Business Edition
  • Microsoft Money Essentials
Keywords: 
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