Microsoft KB Archive/890440

= You are prompted to match downloaded transactions from Yodlee to transactions in your Money 2005 data file =

Article ID: 890440

Article Last Modified on 4/12/2005

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APPLIES TO


 * Microsoft Money 2005 Deluxe Edition
 * Microsoft Money 2005 Premium Edition
 * Microsoft Money 2005 Small Business Edition
 * Microsoft Money 2005 Standard Edition

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SYMPTOMS
When you download transactions from Yodlee services in Microsoft Money 2005, you are prompted to match the downloaded transactions with transactions in your Money 2005 data file. This issue occurs even though you matched the same transactions after previous downloads.



CAUSE
This issue occurs after you match downloaded transactions with manually entered transactions.



RESOLUTION
Currently, there is no resolution to this issue. You must match the transactions every time that you download transaction from Yodlee services.



WORKAROUND
To work around this issue, use one or more of the following options.

Option 1
Avoid manually entering transactions and let the download enter the transactions into the register.

Option 2
Automate the process to limit the amount of interaction required by setting Money 2005 to automatically accept downloaded transactions. To do this, follow these steps:
 * 1) On the Tools menu, click Settings.
 * 2) Click Online Services, and then click Automatically accept all downloaded transactions from banking statements.

Option 3
Accept the match every time that Money 2005 does an update of that account.

Option 4
Switch the account to an Essential account. An Essential account does not allow for manual entries other than adjustments. To do switch the account to an Essential account, follow these steps:
 * 1) While you are in the Account Register, click Change Account Settings under Other Tasks.
 * 2) Under Register Detail, click Switch to the Essential Account Register.
 * 3) Click Use Essential Register.



STATUS
Microsoft has confirmed that this is a problem in the Microsoft products that are listed in the &quot;Applies to&quot; section.



MORE INFORMATION
Each subsequent download, for up to 10 days will require that you &quot;Accept&quot; the match with those manually entered transactions.

Yodlee services provides online connectivity for financial institutions.

The third-party products that this article discusses are manufactured by companies that are independent of Microsoft. Microsoft makes no warranty, implied or otherwise, regarding the performance or reliability of these products.

Additional query words: online services internet

Keywords: kbtshoot kbprb KB890440

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