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  #6  
Old 11-05-2004, 03:53 AM
Larry
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Default Re: M2005- Account Setup Unavailable

Well, this can be a problem then. It is normal for Money to duplicate the
initial transactions however, what I would suggest, prior to merging is to
backup of course. Make sure that you have a copy of your Money file so that
if anything goes drastically wrong, you can go back.

Now that you have a copy, what I would do as well is go the report and
export all your transactions from the account so that you have a list of all
the transactions and their splits, etc, in Excel or spreadsheet so that if
you need to refer back to see what is what your can.

After doing all this, when you select the "Merge Account" option, you should
see a warning message telling you that by merging the two account will
create duplicate transactions from "mm/dd/yy" to "mm/dd/yy". This will tell
you how far back you will actually need to go in order to get rid of the
duplicates... also, something handy is to sort the transactions by
"Credit/Debit" so that you can easily see duplicates... you should be able
to delete the duplicates without any problem... and hopefully it will not go
all the way back to August... but if it does, it is a small price to pay to
make it work (not really...

Important Tips:
Backup the Money file
Export your transactions from the "Report" so that you can see what should
really be in the account after you are all done
Make very good notes about your starting and ending balances and the date
range of these transactions
Make sure that you are viewing the correct view in the account register
(View All Transactions, select the correct date range... if it goes back to
August I would select "Last 3 Months" and then sort by "Credit/Debit"...
after you are done, set the view to "Last 12 months" and then sort by date
and find the few transactions at the beginning of August that you may have
overlooked.

Hope that helps.

Larry

"Crispywafers" <crispywafers[at]yahoo.com> wrote in message
news:39e0c8bf.0411041040.21653643[at]posting.google.com...
- quote -

> Larry,
> I was having this same problem so I followed your advise. It worked
> except for the fact the new account connected and came back with a ton
> of transactions (not empty like you said)... now I'm afraid to "merge"
> the old and new account for fear of a ton (and I mean a ton) of double
> transactions.
> Am I doing something wrong?
> I renamed the old accounts, had all my info erased off of msn (removed
> and then put back passport). Then created a new account at my
> institution...set up online services...and then it connected (whoo
> hoo!)... and downloaded all the transactions from my bank (all the way
> into August). Now my problem is if I try to merge this sync working
> account with the old account I have been using up to this point-- I
> believe I will have double transactions for August +.
> Help?
> Thanks!
> "Larry" <lawrenceoleary[at]SPAMhotmail.com> wrote in message
> news:<5iehd.14468$Al3.5369[at]newssvr30.news.prodigy.com> ...
> > This issue is a bug if you ask me.
> > > The way I was able to get around it is to create a new account instead of

> > attempting to setup an account for online services.
> > > In the account list view, select "Add Account" and go through the

> > prompts.
> > It may warn you that you have already setup an account at financial
> > institution "X", but ignore it... when you get the new account setup,
> > delete
> > the bad one that is showing up in your account list... of course, make
> > sure
> > you don't have any transactions in it (you shouldn't). Then, you can
> > merge
> > this new account with your already existing account that you were
> > originally
> > trying to setup for online services. Also, make sure that you are not
> > getting a "MSN Synch Failed" error in your Update Report. If you are,
> > then
> > the problem is with connectivity and not with corruption/bug.
> > > Larry
> > > "cchan" <cchan[at]discussions.microsoft.com> wrote in message

> > news:EA96F254-1A12-44A3-8033-367CF3BA727B[at]microsoft.com...
> > > New user to Microsoft Money, I'm not feeling alone now. Have been
> > > trying
> > > for
> > > 5 days, no luck.
> > > > > "Frank" wrote:
> > > > > > I am experiencing the same thing. It also crashes hard when I try to
> > > > use the summary view for my investment accounts. I have submitted
> > > > several support incidents to MS, but they are still scratching their
> > > > heads. Please let me know if you get this resolved.
> > >


  #5  
Old 11-04-2004, 06:40 PM
Crispywafers
Guest
 
Posts: n/a
Default Re: M2005- Account Setup Unavailable

Larry,

I was having this same problem so I followed your advise. It worked
except for the fact the new account connected and came back with a ton
of transactions (not empty like you said)... now I'm afraid to "merge"
the old and new account for fear of a ton (and I mean a ton) of double
transactions.

Am I doing something wrong?

I renamed the old accounts, had all my info erased off of msn (removed
and then put back passport). Then created a new account at my
institution...set up online services...and then it connected (whoo
hoo!)... and downloaded all the transactions from my bank (all the way
into August). Now my problem is if I try to merge this sync working
account with the old account I have been using up to this point-- I
believe I will have double transactions for August +.

Help?

Thanks!




"Larry" <lawrenceoleary[at]SPAMhotmail.com> wrote in message news:<5iehd.14468$Al3.5369[at]newssvr30.news.prodigy.com> ...
- quote -

> This issue is a bug if you ask me.
> The way I was able to get around it is to create a new account instead of
> attempting to setup an account for online services.
> In the account list view, select "Add Account" and go through the prompts.
> It may warn you that you have already setup an account at financial
> institution "X", but ignore it... when you get the new account setup, delete
> the bad one that is showing up in your account list... of course, make sure
> you don't have any transactions in it (you shouldn't). Then, you can merge
> this new account with your already existing account that you were originally
> trying to setup for online services. Also, make sure that you are not
> getting a "MSN Synch Failed" error in your Update Report. If you are, then
> the problem is with connectivity and not with corruption/bug.
> Larry
> "cchan" <cchan[at]discussions.microsoft.com> wrote in message
> news:EA96F254-1A12-44A3-8033-367CF3BA727B[at]microsoft.com...
> > New user to Microsoft Money, I'm not feeling alone now. Have been trying
> > for
> > 5 days, no luck.
> > > "Frank" wrote:
> > > > I am experiencing the same thing. It also crashes hard when I try to
> > > use the summary view for my investment accounts. I have submitted
> > > several support incidents to MS, but they are still scratching their
> > > heads. Please let me know if you get this resolved.

> >
  #4  
Old 10-31-2004, 11:10 PM
Larry
Guest
 
Posts: n/a
Default Re: M2005- Account Setup Unavailable

This issue is a bug if you ask me.

The way I was able to get around it is to create a new account instead of
attempting to setup an account for online services.

In the account list view, select "Add Account" and go through the prompts.
It may warn you that you have already setup an account at financial
institution "X", but ignore it... when you get the new account setup, delete
the bad one that is showing up in your account list... of course, make sure
you don't have any transactions in it (you shouldn't). Then, you can merge
this new account with your already existing account that you were originally
trying to setup for online services. Also, make sure that you are not
getting a "MSN Synch Failed" error in your Update Report. If you are, then
the problem is with connectivity and not with corruption/bug.

Larry

"cchan" <cchan[at]discussions.microsoft.com> wrote in message
news:EA96F254-1A12-44A3-8033-367CF3BA727B[at]microsoft.com...
- quote -

> New user to Microsoft Money, I'm not feeling alone now. Have been trying
> for
> 5 days, no luck.
> "Frank" wrote:
> > I am experiencing the same thing. It also crashes hard when I try to
> > use the summary view for my investment accounts. I have submitted
> > several support incidents to MS, but they are still scratching their
> > heads. Please let me know if you get this resolved.

>


  #3  
Old 10-29-2004, 08:00 AM
cchan
Guest
 
Posts: n/a
Default Re: M2005- Account Setup Unavailable

New user to Microsoft Money, I'm not feeling alone now. Have been trying for
5 days, no luck.

"Frank" wrote:

- quote -

> I am experiencing the same thing. It also crashes hard when I try to
> use the summary view for my investment accounts. I have submitted
> several support incidents to MS, but they are still scratching their
> heads. Please let me know if you get this resolved.

  #2  
Old 10-29-2004, 08:00 AM
cchan
Guest
 
Posts: n/a
Default Re: M2005- Account Setup Unavailable

New user to Microsoft Money, I'm not feeling alone now. Have been trying for
5 days, no luck.

"Frank" wrote:

- quote -

> I am experiencing the same thing. It also crashes hard when I try to
> use the summary view for my investment accounts. I have submitted
> several support incidents to MS, but they are still scratching their
> heads. Please let me know if you get this resolved.

  #1  
Old 10-29-2004, 07:59 AM
cchan
Guest
 
Posts: n/a
Default Re: M2005- Account Setup Unavailable

New user to Microsoft Money, I'm not feeling alone now. Have been trying for
5 days, no luck.

"Frank" wrote:

- quote -

> I am experiencing the same thing. It also crashes hard when I try to
> use the summary view for my investment accounts. I have submitted
> several support incidents to MS, but they are still scratching their
> heads. Please let me know if you get this resolved.

 
Old 10-03-2004, 02:05 AM
Frank
Guest
 
Posts: n/a
Default Re: M2005- Account Setup Unavailable

I am experiencing the same thing. It also crashes hard when I try to
use the summary view for my investment accounts. I have submitted
several support incidents to MS, but they are still scratching their
heads. Please let me know if you get this resolved.
  #-1  
Old 09-27-2004, 02:24 PM
Gregg
Guest
 
Posts: n/a
Default M2005- Account Setup Unavailable

In addition to the sync problems and the total mess Billpay has become, I
have now realized that regardless of bank or provider, if I try to configure
online services I get the message "Account setup is temporarily unavailable.
Please try again later."

Basically M2005 has become almost completely un-usable.


 

Tags
account, m2005, setup, unavailable
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