Forced Transaction Matching?

[Jeff Feit]

Is there a way to take an imported transaction (or even not imported) and force it to open the dialog that allows you to match it to another transaction?

Example use is where a transaction was imported and either accepted unmatched incorrectly or accepted matched to the wrong transaction.

In the case of incorrectly accepting it unmatched, I could just delete one-- but each one has something I want to keep. The downloaded version is marked with "E" (which can't be manually done), and the transaction I entered has the right payee and if it is a transfer is linked to the other account.

In the case of an incorrect match, that has the same problems just more of them.

[Ameridan (microsoftmoneyoffline.wordpress.com)]

I find it easier to simply delete the imported transactions that aren't kosher, and then reimport for a new attempt at matching.  If it was a very recent Pocketsense import, just double-click on the combined ofx file ;)

[Cal Learner]

If I download an OFX/QFX transaction that is not the way I want to handle it, I Void the transaction. That way Money knows to ignore that transaction if it gets downloaded again.

A common event where this can happen is a split or spinoff(demerger).  A split comes in as an AddShares from my broker. I void that. Instead I enter a Split or Spinoff for the security. It is important to not double-up on those.

Either a split or spinoff will sometimes result in CIL (Cash In Lieu). When I enter a split or spinoff, and an even number of shares does not happen, I select to have money sell the fraction. It asks for a price, and I estimate.

When the corresponding CIL comes in,  I Form 8937 Void that, and I use the amount, and maybe the date,  to edit the Sell that Money generated.

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[Cal Learner]

And for the case of forcing matching, there is a Change button. I use the 3-line method. Ctrl+T will toggle the display type. Clicking Change will get you a list of potential things to match. In my experiment, there was no close match, so it presented options. IIRC, there is a way to use a split to let a downloaded transaction match with more than one existing thing. I don't remember having a need for that.

[Jeff Feit]

I’m familiar with the change button, I use it regularly. The issue is that once you hit “accept”, there is no way to go back.

On Jan 6, 2026, at 9:01 PM, Cal Learner <msm.cal...@gmail.com> wrote:



And for the case of forcing matching, there is a Change button. I use the 3-line method. Ctrl+T will toggle the display type. Clicking Change will get you a list of potential things to match. In my experiment, there was no close match, so it presented options. IIRC, there is a way to use a split to let a downloaded transaction match with more than one existing thing. I don't remember having a need for that.

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On Tue, Jan 6, 2026 at 7:43 PM Cal Learner <msm.cal...@gmail.com> wrote:

If I download an OFX/QFX transaction that is not the way I want to handle it, I Void the transaction. That way Money knows to ignore that transaction if it gets downloaded again.

A common event where this can happen is a split or spinoff(demerger).  A split comes in as an AddShares from my broker. I void that. Instead I enter a Split or Spinoff for the security. It is important to not double-up on those.

Either a split or spinoff will sometimes result in CIL (Cash In Lieu). When I enter a split or spinoff, and an even number of shares does not happen, I select to have money sell the fraction. It asks for a price, and I estimate.

When the corresponding CIL comes in,  I Form 8937 Void that, and I use the amount, and maybe the date,  to edit the Sell that Money generated.

On Tue, Jan 6, 2026 at 4:19 PM Ameridan (microsoftmoneyoffline.wordpress.com) <nxt...@gmail.com> wrote:

I find it easier to simply delete the imported transactions that aren't kosher, and then reimport for a new attempt at matching.  If it was a very recent Pocketsense import, just double-click on the combined ofx file ;)

On Tuesday, January 6, 2026 at 12:48:20 PM UTC-6 jeff...@gmail.com wrote:

Is there a way to take an imported transaction (or even not imported) and force it to open the dialog that allows you to match it to another transaction?

Example use is where a transaction was imported and either accepted unmatched incorrectly or accepted matched to the wrong transaction.

In the case of incorrectly accepting it unmatched, I could just delete one-- but each one has something I want to keep. The downloaded version is marked with "E" (which can't be manually done), and the transaction I entered has the right payee and if it is a transfer is linked to the other account.

In the case of an incorrect match, that has the same problems just more of them.

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[Cal Learner]

I’m familiar with the change button, I use it regularly. The issue is that once you hit “accept”, there is no way to go back.

I just did a brief experiment. Right-click the mis-matched transaction, and hit delete. Reimport the OFX. Expect that transaction to now show as a new transaction, where you can bring up a Change button. Let us know if that does what you want. My experiment was limited.

 In my experiment, the OFX/QFX file was a file in the Temp folder.