Work with a transaction marked with an
exclamation point
An exclamation
point (
!) indicates that Money has
matched
(The process of combining two transactions in your
account register that are actually the same transaction. These
duplicate transactions typically occur when you enter transactions
manually and then download transactions from your bank.) a
transaction from an online update with a transaction that you
entered yourself. Review each transaction marked with an
exclamation point to determine whether it reflects two copies of
the same transaction or two different transactions.
- Click Banking, and then click Account
List.
- Click the name of an account.
- Click the transaction, and then click
Accept.
You can match a bank transaction to
one or more transactions that you previously entered; however, you
can't match it to something that's already matched to another
entry.
- Click Banking, and then click Account
List.
- Click the name of an account.
- Click the transaction, and then click
Change.
- Click Match the bank transaction to a different
item.
- Select the check box for each entry you want to match to the
bank transaction.
- Click Done.
- Click Banking, and then click Account
List.
- Click the name of an account.
- Click the transaction, and then click
Change.
- Click Don't match these transactions.
- Click Done.
Tip
To quickly accept ((Advanced
Account Register only) To permanently enter a transaction from an
online update into the account register after you review the
transaction and make any necessary edits.) all the
transactions that Money has matched, in the left pane, click
Reconcile transactions, and then click
Accept all transactions. This also enters any
unmatched transactions (indicated by a question mark) into your
register.
Tip
To unmatch all the matches Money has made, in the left pane,
click Reconcile transactions, and then click
Undo all transaction matches. You can then review
each transaction and decide whether to keep it as a new, separate
item.
Note
If you combine two matched transactions, you cannot unmatch them
later. If you aren't sure about a match, keep the bank transaction
as a new, separate transaction. You can then review your register
later to compare the transactions and decide which one to keep.
Note
If an entry is dimmed, it has been matched to another bank
transaction. You must unmatch those entries before you can make a
new match between transactions.
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