Downloading transactions from bank not working correctly

#3 03-10-2005, 12:01 AM

The best thing to do it dump MS 2005 and get Quicken 2005. Wells Fargo let
you use both software with no extra charge. Only thing you have to do
different when changing over to QK is changing your pin.

"encj" wrote:

- quote -

> I've upgraged from 2004 to 2005. In 2004, I had my Wells
> Fargo checking account synced with MSN Money on the web,
> and it always put the new transactions into my checking
> account pretty well -- marked as bold, waiting for me to
> accept them, etc.
> However, ever since switching to 2005, it doesn't work
> the same. It simply puts transactions into my register
> that hit my bank, which would be fine, but it doesn't
> bold the new ones or ask me to accept them. It only
> creates the new transaction, with the description from
> the bank in the memo field.
> It also NEVER matches any transactions up with ones I've
> already entered, leading to many duplicates. Many times,
> I'll go clean up all the duplicates, then re-sync with
> MSN Money, and then some of duplicates I had deleted come
> back again.
> What do I do? This is seriously making me think of
> dumping Money 2005...

#2 09-24-2004, 05:31 PM

I haven't called Wells Fargo yet. I guess I assumed the
issue would be with how the MSN Money site was changed.

#1 09-23-2004, 04:43 AM

Did you call Wells Fargo and see if they support Money 2005? I'm not sure if
that is a requirement, but I'm a Wells Fargo customer and I bought M2005
over the weekend but have not installed it yet.

-Tim

"Nelson" <anonymous[at]discussions.microsoft.com> wrote in message
news:124301c4a11d$a804d8f0$a401280a[at]phx.gbl...
- quote -

> > -----Original Message-----
> > I've upgraged from 2004 to 2005. In 2004, I had my
> Wells
> > Fargo checking account synced with MSN Money on the web,
> > and it always put the new transactions into my checking
> > account pretty well -- marked as bold, waiting for me to
> > accept them, etc.
> > > However, ever since switching to 2005, it doesn't work
> > the same. It simply puts transactions into my register
> > that hit my bank, which would be fine, but it doesn't
> > bold the new ones or ask me to accept them. It only
> > creates the new transaction, with the description from
> > the bank in the memo field.
> > > It also NEVER matches any transactions up with ones I've
> > already entered, leading to many duplicates. Many
> times,
> > I'll go clean up all the duplicates, then re-sync with
> > MSN Money, and then some of duplicates I had deleted
> come
> > back again.
> > > What do I do? This is seriously making me think of
> > dumping Money 2005...
> > .
> > Same problem here... had to change the account name to
> match the old name (Money also changed the name)... It is
> a bear... I am about to dump Money as well.....

09-23-2004, 04:30 AM

- quote -

> -----Original Message-----
> I've upgraged from 2004 to 2005. In 2004, I had my
Wells
> Fargo checking account synced with MSN Money on the web,
> and it always put the new transactions into my checking
> account pretty well -- marked as bold, waiting for me to
> accept them, etc.
> However, ever since switching to 2005, it doesn't work
> the same. It simply puts transactions into my register
> that hit my bank, which would be fine, but it doesn't
> bold the new ones or ask me to accept them. It only
> creates the new transaction, with the description from
> the bank in the memo field.
> It also NEVER matches any transactions up with ones I've
> already entered, leading to many duplicates. Many
times,
> I'll go clean up all the duplicates, then re-sync with
> MSN Money, and then some of duplicates I had deleted
come
> back again.
> What do I do? This is seriously making me think of
> dumping Money 2005...
> .
> Same problem here... had to change the account name to
match the old name (Money also changed the name)... It is

a bear... I am about to dump Money as well.....

#-1 09-21-2004, 06:33 AM

I've upgraged from 2004 to 2005. In 2004, I had my Wells
Fargo checking account synced with MSN Money on the web,
and it always put the new transactions into my checking
account pretty well -- marked as bold, waiting for me to
accept them, etc.

However, ever since switching to 2005, it doesn't work
the same. It simply puts transactions into my register
that hit my bank, which would be fine, but it doesn't
bold the new ones or ask me to accept them. It only
creates the new transaction, with the description from
the bank in the memo field.

It also NEVER matches any transactions up with ones I've
already entered, leading to many duplicates. Many times,
I'll go clean up all the duplicates, then re-sync with
MSN Money, and then some of duplicates I had deleted come
back again.

What do I do? This is seriously making me think of
dumping Money 2005...

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