Transactions are missing in a recently downloaded account

If you recently downloaded an account from your bank or brokerage to Money and the account is missing transactions, you may have specified the wrong account type when you set up the account. If you're not sure of the account type for an account, contact your bank or brokerage

To change the account type, turn off online services for the bank or brokerage, and then add the account again:

  1. Click Account Tools, and then click Manage online services.
  2. Click the bank or brokerage name, and then click Stop using online services.
  3. Return to the Manage online services page.
  4. Under You haven't set up online services with these banks or brokerages, click Set up online services next to the bank or brokerage you want to update.
  5. Follow the instructions on the screen.

When you set up the account, Money helps you match the account you're downloading to the existing account in your Money file so that you won't have duplicate accounts.