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Unable to Review Uploaded Transactions RRS feed

  • Question

  • After I download the OFX files from my institutions, only the balances get uploaded into Microsoft Money and not the individual transactions.  I can see the individual transactions in the OFX files, so it doesn't appear to be a problem with the OFX files.

    After I upload the files, Money wants me to reconcile the balances but doesn't show me the individual transactions to review.  It was working fine a few weeks ago.

    Does anyone know how I can fix this?

    Many thanks in advance.


    Friday, March 23, 2018 3:27 PM

All replies

  • Tick this setting below, and see if that improves things for you. Also, do not use the "401(k) Manager".

    Tools->Settings->AccountSettings(global)->DisplayAllAccountsInTheAdvancedAccountRegister


    Also, for each investment Account Settings, I would  tick TrackCashTransactions.



    Friday, March 23, 2018 8:22 PM
    Moderator
  • Worked like a charm!  Thank you so much!!!!!

    Best regards,

    TheMaineMan


    Friday, March 23, 2018 8:56 PM