But the instructions then advised I setup online access for my
Turns out the program was set up to automatically match these transactions to existing register entries. Unfortunately that did not go well. There were many errors, lot's of transactions with nearly similar, but not exactly the same, names...and I got lost in the auto- renaming rules, etc.
So I tried turning off auto-transaction matching and...it got worse! Now I apparently had to match these hundreds of downloaded transactions by hand. Even trying to delete them seemed to be a real pain in that I could only delete them one at a time using multiple mouse clicks each.
I'm hoping others that have made the transition from MS Money to Quicken, or some Quicken ol' timers, can help me out with a few tips here. What am I missing? Seems like there ought to be a better way to do this.
Advice would be greatly appreciated! -- dg