Trouble with d/l transactions after conversion from MS Money
dg
Quicken 2010 Deluxe R3. The conversion actually went pretty well.
But the instructions then advised I setup online access for my
accounts...which I did (again, went pretty well). But then it
apparently downloaded the full history of transactions from my
financial institutions that were available...which in several cases
amounted to hundreds, even thousands of transations...yikes!
Turns out the program was set up to automatically match these
transactions to existing register entries. Unfortunately that did not
go well. There were many errors, lot's of transactions with nearly
similar, but not exactly the same, names...and I got lost in the auto-
renaming rules, etc.
So I tried turning off auto-transaction matching and...it got worse!
Now I apparently had to match these hundreds of downloaded
transactions by hand. Even trying to delete them seemed to be a real
pain in that I could only delete them one at a time using multiple
mouse clicks each.
I'm hoping others that have made the transition from MS Money to
Quicken, or some Quicken ol' timers, can help me out with a few tips
here. What am I missing? Seems like there ought to be a better way to
do this.
Advice would be greatly appreciated!
--
dg
Art McClinton
simply slogged through the manual matching of the scores of downloaded
transactions. I never found a way to tell quicken I did not want the last 6
months re-downloaded. If there is a simple way to avoid it, I did not find
it. Now it no longer occurs. So it appears you need to either manually
match or delete the downloaded transactions.
Art McClinton
"dg" <david.g...@gmail.com> wrote in message
news:745585d0-276d-489c...@z41g2000yqz.googlegroups.com...
dg
> As I reported in the MS newsgroup following my conversion last summer, I
> simply slogged through the manual matching of the scores of downloaded
> transactions. I never found a way to tell quicken I did not want the last 6
> months re-downloaded. If there is a simple way to avoid it, I did not find
> it. Now it no longer occurs. So it appears you need to either manually
> match or delete the downloaded transactions.
>
> Art McClinton
>
Oh joy!
Thanks for the advice, though!
John Pollard
I'm guessing this is either a problem in the new Money to Quicken
Converter, or Money did not (correctly) store the identifier necessary for
Quicken to determine whether a transaction has been downloaded before.
As Art noted, once Quicken has seen these transactions, it should not
download them again.
As to processing them; as you notice, there is no way to delete them
en-masse (without first Accepting them). And if they are given a "Match"
status, there is no way to delete them en-masse.
There is a way to delete a bunch of transactions that are Accepted as
"New" transactions, but that doesn't sound like what your issue is.
It's not clear to me whether you believe the downloaded "Status" is
correct.
If the downloaded transactions are genuine matches for existing Quicken
transactions, there is a good reason for Accepting those "Match"
transactions: it will keep the matched register transactions out of the
Manual Match dialog for future downloads. (Once Quicken knows a
transaction has been downloaded, Quicken will not show that transaction in
the Manual Match dialog. Accepting a "Match" transaction, tells Quicken
that the "matched" transaction has been downloaded.)
--
John Pollard