If you've set up online account updates or
online services
(Services provided by your bank or brokerage for common
banking tasks, such as paying bills, over the Internet. )
for a bank account, a credit card account, or a cash account for an
investment, Money can automatically adjust the account balance to
match the balance shown on your bank or brokerage statement. First,
you'll need to accept all downloaded statement transactions for the
account before Money can automatically adjust your account balance.
You can choose to have Money do one of the following things to
make your ending balance match your bank or brokerage balance:
- Adjust your opening balance if it is currently zero.
- Enter an account adjustment transaction that will be flagged
for you to follow up on later at your convenience.
- Click Banking, click Account
List, and then click the account you want.
- In the left pane under Other Tasks, click
Adjust account balance.
- Click the option you want, and then click
OK.