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FAQs on Download Transactions

Why would I download transactions?

You may choose to download transactions to help you track the completed transactions for an account. For example, you may track your expenses for budget planning purposes.

I downloaded transactions to Microsoft® Money and some of the names are missing. Why?

In older versions of Microsoft Money, an alias name was created for payees when you manually changed a name to something else during reconciliation or matched a statement to an existing register item with a different name. To avoid problems with incorrectly aliasing some of the more common names, aliases are not created for the following names:
  • ACH credit
  • ACH debit
  • ATM
  • ATM debit
  • ATM deposit
  • Cash
  • Check
  • Credit
  • Debit
  • Deposit
  • Point of Sale
  • Purchase
  • Withdrawal

Instead, Microsoft Money drops these name values when entering into the register and you will not see them. We agree that this is not ideal for these transactions, but better than the alternative of every "ATM debit" downloading as "Gift for Grandma" or whatever else you entered during the first download. Some servers have chosen to put this information in the Memo, so that it is still available for viewing. Later versions of Microsoft® Money include features to allow users to manage this aliasing more directly.