Automatically adjust your account balance to match the bank's balance
If you've set up online account updates or online services for a bank account, a credit card account, or a cash account for an investment, Microsoft Money can automatically adjust the account balance to match the balance shown on your bank or brokerage statement. You need to accept all downloaded statement transactions for the account before Money can automatically adjust your account balance.

You can adjust your account balance one of two ways:


To automatically adjust your account balance to match the bank's balance:

  1. Click Banking, click Account List, and then click the account you want.
  2. Under Other Tasks, click Adjust account balance.
  3. Click the option you want, and then click OK.

Note