Money Not Handling Like Transactions the Right Way


S

SRM

I have EIRAs for my two kids at T. Rowe Price. From my checking account, I
transfer the same amount, on the same
day of each month, to each EIRA. However, when I download from checking
account into Money, it is recognizing the
two events as duplicates and only shows one in my register.

Any help to resolve this would be appreciated.

tks SRM
 
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C

Cal Learner-- MVP

I have EIRAs for my two kids at T. Rowe Price. From my checking account, I
transfer the same amount, on the same
day of each month, to each EIRA. However, when I download from checking
account into Money, it is recognizing the
two events as duplicates and only shows one in my register.
Is this direct with T. Rowe Price without going thru a web site?
That would be the best option if it is available to you.

It sounds as if you are using a QIF statement. If for that kind of
account, QIF is the only option, that can be a problem. If you could
restrict the QIF file to only include dates that you had not yet
downloaded for, you could try importing as a recovered account. That
would turn off the duplicate checking.

Of course it would be nice if Money did not assume that two
transactions in the same QIF file were duplicates of the same
transaction.

What could work for you is to schedule the two transfers in Money
and have them put into the register on a particular date. That way
both would be there, even if you have not yet downloaded.
 

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