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.

Please click one:

If the transactions are correctly matched, combine them.

If the online transaction should be matched to a different item, combine it with the other item.

If the online transaction isn't a duplicate, unmatch the transactions and keep the online transaction as a new, separate transaction.

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 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.