Money: Err Msg: Money Couldn't Find and Update the Transaction
  
PSS ID Number: Q139950
Article last modified on 08-19-1998
 
WINDOWS:1.0,2.0,2.0a,3.0,3.0a,4.0,4.0a,5.0,98,99
 
WINDOWS
 

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The information in this article applies to:
 
 - Microsoft Money 99
 - Microsoft Money 98
 - Microsoft Money version 5.0 for Windows 95
 - Microsoft Money versions 4.0 and 4.0a for Windows 95
 - Microsoft Money versions 3.0, 3.0a
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SYMPTOMS
========
 
During an online session with Online Services you receive the following
error message:
 
   Money couldn't find and update the transaction(s) for one or
   more instructions you sent. Click OK and read the details in
   the Call Summary dialog box.
 
You also receive one of the following messages in the Call Summary:
 
   In Money 99, 98, 5.0, and 4.0:
 
   Your (unknown frequency) Automatic Payment for <amount> to
   (transaction not found) has been scheduled for <date> with
   check number <number>.
   WARNING: This is an Automatic Payment for which there is
   no corresponding pay record in your Payment Calendar.
 
   In Money 3.0:
 
   Your (unknown) Automatic Payment for <amount> to (transaction not
   found) has been scheduled for <date> with check number <number>.
   WARNING: This is an Automatic Payment for which there is
   no corresponding pay record in your Future Transactions window.
 
In the Account Register, the payee for a transaction may display as
"Missing Apay Payee."
 
CAUSE
=====
 
There are three possible causes for this error message:
 
1. You disabled online bill payment for a checking account that had
   an Automatic Payment without first canceling the Automatic Payment.
   Disabling online bill payment removes the Apay designation from all
   Automatic Payments in the Payment Calendar or Future Transactions
   window but does not cancel the instructions with Online Services.
 
2. You deleted an Automatic Payment from the Payment Calendar or
   Future Transaction Window without sending cancel instructions to
   Online Services.
 
3. You use multiple Money files with a single account with Online
   Services. Money tried to add the Automatic Payment to the wrong
   Money file during an online session.
 
   IMPORTANT: It is strongly recommended that you do not use multiple
   Money files with one account with Online Services.
 
   NOTE: Apay information may be downloaded when you are using Quotes
   Online or Online Bill payment. For example, if you track investments
   in one file and use Quotes Online, Apay information may be
   downloaded even though your checking account is kept in a different
   file.
 
RESOLUTION
==========
 
To correct the problem, use the appropriate method for your version of
Money.
 
Money 99 and Money 98
---------------------
 
1. Call your financial institution or service provider. You can find the
   number on the Bill Pay tab, or the Contact Information tab.
 
2. Ask them to cancel the payment.
 
3. In Money, create a duplicate transaction, using the same payee
   information and check number.
 
4. Mark this transaction as Void. On the Edit menu, point to Mark As,
   and then click Void.
 
5. Delete the original transaction.
 
   a. Select the original transaction in the account register.
 
   b. On the Edit menu, click Delete.
 
For more information, please see the following article in the Microsoft
Knowledge Base:
 
   ARTICLE-ID: Q174609
   TITILE    : Money 98: Err Msg: Money Has Attempted to Send an Invalid
               Request
 
Money 4.0 and 5.0
-----------------
 
1. Go to your Account Register.
 
2. Click the Apay transaction you need to correct.
 
3. On the Edit menu, point to Mark As, and then click Void.
 
4. Click Go To, and then click Online Services (Home Banking).
 
5. Click the Call (Connect) button to send the instruction to cancel
   the payment.
 
Money 3.0
---------
 
1. Go to your Account Book.
 
2. Click the Apay transaction.
 
3. On the Edit menu, click Void Transaction.
 
4. On the On-Line Menu, click Pay On-Line.
 
5. Click the Call button to send the instruction to cancel the
   payment.
 
Sending E-mail Instructions
---------------------------
 
If the error was caused by either of the first two causes, send e-mail
instructions to Online Services to permanently cancel the Automatic
Payment.
 
Creating an Epay
----------------
 
If the error was caused by using two Money files with one account at
Online Services, you also need to create an Electronic Payment (Epay)
in the correct Money file to pay the bill. To do this, follow these steps:
 
1. Open the Money file that was used to create the Apay.
 
2. Go to your Account Register and create an Electronic Payment
   (Epay) transaction to pay the bill.
 
3. Call Online Services with the Epay transaction.
 
4. The original Automatic Payment in Bill or in your Payment Calendar or
   Future Transaction window is now out of sync because it was not updated
   as expected. To get it back in sync, cancel the original Apay and send
   new instructions. For more information on how to perform these tasks in
   Money, see the "More Information" section of this article.
 
MORE INFORMATION
================
 
For additional information about how to send e-mail to Online Services and
the proper way to cancel Apays, please see the following articles in
the Microsoft Knowledge Base:
 
   ARTICLE-ID: Q142768
   TITLE     : Money: How To Cancel Apays, Epays and Send Bank Letter
 
   ARTICLE-ID: Q142769
   TITLE     : Money 3.0: How To Cancel Apays, Epays and Send Bank Letter
 
When you call Online Services, any Apay transactions due within the
next 30 days will be entered into your Account Register. Money looks to
the Payment Calendar (in Money for Windows 95) or the Future
Transaction window (in Money 3.0) to match this Automatic Payment. If
the instructions are not present, Money will not know what to do with
the transaction.
 
Additional query words: w_money a-pay e-pay 97 dolly 97 6.0 7.0
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Keywords          : kberrmsg kbdta kbonline 
Version           : WINDOWS:1.0,2.0,2.0a,3.0,3.0a,4.0,4.0a,5.0,98,99
Platform          : WINDOWS
Issue type        : kbinfo
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Copyright Microsoft Corporation 1998.