Article ID: 832772 - View products that this article applies to.
NoticeIf you've been managing your finances with the help of Microsoft Money, you should be aware that Microsoft discontinued all online services and assisted support for all versions of Money on January 31, 2011. (Microsoft discontinued sales of Money on June 20, 2009.) If you're looking for an alternative program, Microsoft has made the Money Plus Sunset versions available as a replacement for the following expired programs: Microsoft Money Essentials, Microsoft Money Deluxe, Microsoft Money Premium, Microsoft Money Home, and Microsoft Money Business. For more information about Money Plus Sunset, refer to this article in the Microsoft Knowledge base: What Is Microsoft Money Plus Sunset?
This article has been archived. It is offered "as is" and will no longer be updated.
You cannot match download transactions to invoice payments in any one of the products that is listed in the "Applies To" section.
This issue occurs because Microsoft Money does not support matching downloaded transactions to invoice payments.
To work around this issue, match transactions that were downloaded from the bank to payments that were received for an invoice by creating a Cash account in Money to temporarily hold the transactions. Deposit all Payment for Invoice transactions into the Cash account instead of the Business account. Then, transfer the Payment for Invoice transactions from the Cash account to the Business account. You can then download the statements and match them to the correct transactions.
To create a cash account in Money as described in the "Workaround" section, follow the steps that are appropriate for your version of Money.
Microsoft Money 2005 or later versions
Microsoft Money 2004 and Microsoft Money 2003
After you complete this process, you will then be able to download your online statements and have them match with the transfers you have created from the Cash account to your Business checking account.
Article ID: 832772 - Last Review: January 12, 2015 - Revision: 3.0