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Extensible Markup Language  |  2003-06-18  |  3KB  |  45 lines

  1. <?xml version="1.0"?>
  2. <?xml-stylesheet type='text/xsl' href='hhPreprocess.xsl'?>
  3. <topic sku="core" tNum="289618" author="" xmlns="x-schema:hhTopicSchema.xml"><index><title>Accept all downloaded definite transaction matches</title><category>online</category><klink type="prcdr">How do I accept all downloaded definite transaction matches?</klink></index>
  4.     <content>
  5.         <p>Money 2004 does not label matches as "definite." To accept downloaded transaction matches, you can either:</p>
  6.         <ul>
  7.             <li>Review each downloaded transaction individually, and choose to accept or change each transaction match. </li>
  8.             <extend>
  9.                 <tease><showme/></tease>
  10.                 <reveal>
  11.                     <ol>
  12.                         <li>On the <emph>Accounts & Bills</emph> menu, click <emph>Account List</emph>.</li>
  13.                         <li>Click the account containing the downloaded transactions.</li>
  14.                         <li>Review each transaction, and click <emph>Accept</emph> if you are satisfied with the details.</li>
  15.                         <li>Click <emph>Change</emph> if you need to change transaction details or match it to a different transaction.</li>
  16.                     </ol>
  17.                 </reveal>
  18.             </extend>
  19.             <li>Accept all downloaded transactions and matches without reviewing them individually.</li>
  20.             <extend>
  21.                 <tease><showme/></tease>
  22.                 <reveal>
  23.                     <ol>
  24.                         <li>On the <emph>Accounts & Bills</emph> menu, click <emph>Account List</emph>.</li>
  25.                         <li>Click the account containing the downloaded transactions.</li>
  26.                         <li>In the left pane, click <emph>Reconcile transactions</emph>, and then click <emph>Accept all transactions</emph>.</li>
  27.                         <li>Click <emph>OK</emph>.</li>
  28.                     </ol>
  29.                 </reveal>
  30.             </extend>
  31.             <p variant="note">After you accept a match, you cannot unmatch the transactions. If you aren't sure that all matches are correct, it's better to review the transactions individually.</p>
  32.         </ul>
  33.     </content>
  34.     <footer>
  35.         <p><klink type="auvid" href="mnrefSpecialAvi19"/></p>
  36.         <include href="LearnAboutMatchingTransactions.xml#xpointer(*/index/klink)"/>
  37.         <include href="Connectanddownloadstatementsforallmyonlineaccounts.xml#xpointer(*/index/klink)"/>
  38.         <include href="Acceptallunreadtransactionsintheaccountregisteratonce.xml#xpointer(*/index/klink)"/>
  39.         <include href="AcceptDownloadedTransactionsInTheAccountRegister.xml#xpointer(*/index/klink)"/>
  40.         <include href="LearnWhatBoldTextMeansInTheAccountRegister.xml#xpointer(*/index/klink)"/>
  41.         <include href="TellMeAboutAcceptingDownloadedTransfers.xml#xpointer(*/index/klink)"/>
  42.         <include href="ViewOnlyUnacceptedTransactionsInTheAccountRegister.xml#xpointer(*/index/klink)"/>
  43.     </footer>
  44. </topic>
  45.