AceMoney Forums

Alternatively, you can use scheduled transactions for forward planning, but not have then entered automatically. When you download transactions from the bank, skip the scheduled one that matches it. Julie I tried that but when I go to delete the scheduled transaction, it deletes all future ...

No the best way to use the program is to rely on the downloaded transactions only and dont enter them manually. This is acceptable usually for a home accounting program alone (which is what it is) where you can live with a slight delay to your transaction entering, but this program certainly isnt ...

Set the program to check for duplicates when downloading but remember this isnt foolproof. Always check your programs final balance matches the online statements final balance. And dont download partial days always choose a cut off day so you work in complete days - doing it at a weekend is a good ...

I opened a ticket with the help desk asking how to do this just this last Monday (1/14/13), and have heard nothing back yet. I also ask about two other features; wanting the transaction date to remain what I inputted, not be changed to the cleared date for those transactions that do match up. Also ...

Nick, I have the side panel but what do I click? I don't see anything that resembles "match" or "merge" transaction.

There are 2 transactions -- the one I entered and the one that is downloaded. Do I have to delete one of them? In MS Money, when you match the transactions, they are merged.

Just started using AceMoney. Former MS Money user. How do you match downloaded transactions to entered transactions in an account?

Just started using AceMoney and I apparently enrolled in my bank's Quicken Direct Connect when I downloaded transactions using AceMoney. Fortunately, my bank sent me an email notifying me that I enrolled for this service which costs $9.95 per month. So I was able to cancel it but bank was unable to ...

I have everything in MS Money -- portfolio, credit cards, bank accounts, recurring bills and payments. I could start from scratch since it's beginning of the year. I would rather start from scratch than have to fix anything that doesn't import into AceMoney correctly. What about transactions I have ...

I am finally resigned to not being able to continue using MS Money and have decided to migrate to AceMoney. Can you offer any tips, tricks, and caveats? I am on Windows 8. Thanks.