- 1. Transactions that I have marked as "Cleared" or are electronic downloads are not marked as cleared when I reconcile the account with the bank statement. This was one of the great things about MS Money - If I kept up with the electronic downloads and/or manually marking transactions as cleared, statement reconciliation was a snap. Now in your product I have to re-mark the transactions as cleared when I do the reconciliation. Why the double work?
- 2. When I would download the bank transactions and load them into MS Money, it would add any new transactions and use its matching algorithm to show me likely matches. I could then approve the likely matches or keep them separate. If the imported data did not match any transaction, I could manually match transactions. None of this exists in My Money. I found this feature set very handy. But this also goes with my next point....
- 3. When a imported transaction (from the bank web site) is matched with a transaction in the register in MS Money (automatically or manually as described in point #2), the transaction was marked as "E" (Electronic?). That transaction would stay marked as "E" even if i manually changed the payee or changed the category. For My Money, if a transactions is imported and shows up as "Electronic" then if I edit any part of it the "Electronic" designation goes away. Also any preexisting (manually entered or entered from the calendar) transactions that match exactly are never marked as "Electronic" which is most frustrating.
I hope that you can tell me that some or all of these features are present and that I am "not doing it right" or that the features can or will be added in a future release. I think these features would make My Money much nicer to use (even if the behavior I suggest is only enabled in the Preferences/Options dialog).
Please let me know if you need further clarification on any of these points.
Thanks!