Note: To perform this advanced task, you must be using the Advanced Account Register. To find out which register you're using, look for the Essential Register or Advanced Register label in the upper-right corner of the account register.

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 (A withdrawal, deposit or transfer of funds, or a purchase, a sale, or an exchange of a security. ) for the account before Money can automatically adjust your account balance.