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Trouble with d/l transactions after conversion from MS Money

I just made my first attempt at converting MS Money Plus Deluxe to Quicken 2010 Deluxe R3. The conversion actually went pretty well.

But the instructions then advised I setup online access for my accounts...which I did (again, went pretty well). But then it apparently downloaded the full history of transactions from my financial institutions that were available...which in several cases amounted to hundreds, even thousands of transations...yikes!

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

Reply to
dg
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As I reported in the MS newsgroup following my conversion last summer, I simply slogged through the manual matching of the scores of downloaded transactions. I never found a way to tell quicken I did not want the last 6 months re-downloaded. If there is a simple way to avoid it, I did not find it. Now it no longer occurs. So it appears you need to either manually match or delete the downloaded transactions.

Art McClinton

Reply to
Art McClinton

I'm guessing this is either a problem in the new Money to Quicken Converter, or Money did not (correctly) store the identifier necessary for Quicken to determine whether a transaction has been downloaded before.

As Art noted, once Quicken has seen these transactions, it should not download them again.

As to processing them; as you notice, there is no way to delete them en-masse (without first Accepting them). And if they are given a "Match" status, there is no way to delete them en-masse.

There is a way to delete a bunch of transactions that are Accepted as "New" transactions, but that doesn't sound like what your issue is.

It's not clear to me whether you believe the downloaded "Status" is correct.

If the downloaded transactions are genuine matches for existing Quicken transactions, there is a good reason for Accepting those "Match" transactions: it will keep the matched register transactions out of the Manual Match dialog for future downloads. (Once Quicken knows a transaction has been downloaded, Quicken will not show that transaction in the Manual Match dialog. Accepting a "Match" transaction, tells Quicken that the "matched" transaction has been downloaded.)

Reply to
John Pollard

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