Correlating transaction across accounts

My advance apologies if this is a faq...I'm a newbie &
I'm trying to do something pretty basic without much
luck. Any info will be much appreciated.

I pay my credit-card with a check (from my checking
account). So, when this check gets cleared & I download
information into MS Money from both my credit-card
company & my bank -- I have 2 transactions (a withdrawal
in my bank account register & a corresponding deposit
into my credit-card register). This is all correct so far.

Now, how do I correlate these 2 transactions & tell MS-
Moeny that both these transactions are the same/related.

I tried setting the transaction type to 'transfer' ---
but there isn't an automatic correlation since the dates
are different; I tried changing the dates without luck;
tried looking into the help docs without luck :-(

Thanks in advance.

Uday
Wed Nov 26 11:18:56 CST 2003

Forgot to mention earlier that I'm using MS-Money 2004
(Deluxe)

>-----Original Message-----
>My advance apologies if this is a faq...I'm a newbie &
>I'm trying to do something pretty basic without much
>luck. Any info will be much appreciated.
>
>I pay my credit-card with a check (from my checking
>account). So, when this check gets cleared & I download
>information into MS Money from both my credit-card
>company & my bank -- I have 2 transactions (a withdrawal
>in my bank account register & a corresponding deposit
>into my credit-card register). This is all correct so
far.
>
>Now, how do I correlate these 2 transactions & tell MS-
>Moeny that both these transactions are the same/related.
>
>I tried setting the transaction type to 'transfer' ---
>but there isn't an automatic correlation since the dates
>are different; I tried changing the dates without luck;
>tried looking into the help docs without luck :-(
>
>Thanks in advance.
>
>
>.
>

Dick
Wed Nov 26 14:50:05 CST 2003

The transaction needs to be a Transfer. Your only hope is to make the first
one downloaded match a scheduled Transfer (or convert it to a Transfer) and
reject the second one downloaded. Some of us just say no to downloaded data,
put all of our data in by hand, and avoid all of these issues. Granted there
aren't many of us.

"Uday" <anonymous@discussions.microsoft.com> wrote in message
news:776a01c3b43d$a3b70070$a601280a@phx.gbl...
> My advance apologies if this is a faq...I'm a newbie &
> I'm trying to do something pretty basic without much
> luck. Any info will be much appreciated.
>
> I pay my credit-card with a check (from my checking
> account). So, when this check gets cleared & I download
> information into MS Money from both my credit-card
> company & my bank -- I have 2 transactions (a withdrawal
> in my bank account register & a corresponding deposit
> into my credit-card register). This is all correct so far.
>
> Now, how do I correlate these 2 transactions & tell MS-
> Moeny that both these transactions are the same/related.
>
> I tried setting the transaction type to 'transfer' ---
> but there isn't an automatic correlation since the dates
> are different; I tried changing the dates without luck;
> tried looking into the help docs without luck :-(