Microsoft KB Archive/149194

Money: Classifications Cannot be Added During Merging Process

PSS ID Number: Q149194 Article last modified on 09-13-1997

3.00 3.00a 4.00 4.00a

WINDOWS

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========================================================= 3.00 3.00a 4.00 4.00a WINDOWS kbusage kbonline

= SUMMARY =

When you merge downloaded transaction from your bank into your Account Register you, cannot use or assign Classifications to these transactions.

= MORE INFORMATION =

This is by design.

To work around this behavior, you can manually edit these transactions when the download completes. TO edit the transaction, use the steps below for your version of Money:

Money 4.0
To manually edit reconciled transactions, do the following:

  In the Account Register, select the transaction you want to add the classification for.   When Money prompts you with the following alert, click Yes: Warning: This transaction has been reconciled   On the transaction form, select the classification field you want to change. Make your changes.   Click Enter. 

Money 3.0
To manually edit reconciled transactions, do the following:

  In the Account Book, select the transaction you want to add the classification for.   When Money prompts you with the following Confirmation, click Yes: This transaction has been reconciled. Do you really want to change it?   Select the classification field you want to change. Make your changes. </li>  Press the ENTER key. </li></ol>

KBCategory: kbusage KBSubcategory: kbonline

Additional reference words: w_money 3.00 3.00a 4.00 4.00a changing edits editing Alien

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========================================================= Keywords : kbonline Version : 3.00 3.00a 4.00 4.00a Platform : WINDOWS ============================================================================= Copyright Microsoft Corporation 1997.