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  #8  
Old 12-08-2004, 05:38 PM
Cal Learner-- MVP
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Posts: n/a
Default Re: Money 2005 duplicate transactions

In microsoft.public.money, Oliver Costich wrote:

- quote -

> On Tue, 12 Oct 2004 20:37:29 -0500, "Joe Guidera"
> <jguidera[at]msn.com.remove> wrote:
> > Yep, that's the true annoyance. Again, if you haven't already done so, log
> > a support incident.

> For all the good it will do. This has been a problem in Money for
> years.


What Joe is referring to there is only for some Yodlee-accessed
accounts. It is useful to log the incident to support to identify
the problem to ensure it is being worked.

  #7  
Old 12-08-2004, 03:19 PM
Oliver Costich
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Posts: n/a
Default Re: Money 2005 duplicate transactions

On Tue, 12 Oct 2004 20:37:29 -0500, "Joe Guidera"
<jguidera[at]msn.com.remove> wrote:

- quote -

> Yep, that's the true annoyance. Again, if you haven't already done so, log
> a support incident.



For all the good it will do. This has been a problem in Money for
years.

  #6  
Old 10-13-2004, 01:37 AM
Joe Guidera
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Posts: n/a
Default Re: Money 2005 duplicate transactions

Yep, that's the true annoyance. Again, if you haven't already done so, log
a support incident.

--

----------- Joe Guidera
jguidera[at]msn.com.remove



"Jungle" <priya.anand[at]gmail.com> wrote in message
news:af5cbffc.0410120436.1e06f4df[at]posting.google.com...
- quote -

> It's correct. Same problem here even I also gave my 2 days to find out
> any solution, Finally I turned to newsgroup looking for that. Worst
> part was for me, it's not even accept and change button. It's directly
> getting entered in my register, no setting helping me.
> "Joe Guidera" <jguidera[at]msn.com.remove> wrote in message
> news:<e09QB6nrEHA.3848[at]TK2MSFTNGP14.phx.gbl> ...
> > This is a known issue. Please be sure to log a support incident with
> > Microsoft at https://webresponse.one.microsoft.com
> > > > --
> > > -------------------------------------------

> > Joe Guidera
> > jguidera[at]msn.com.remove
> > > > > "Heath" <heathcurtiss[at]hotmail.com> wrote in message

> > news:eDAPh5uqEHA.896[at]TK2MSFTNGP12.phx.gbl...
> > > When I download statements directly from Bank of America, the
> > > downloaded
> > > transactions match up nicely with my manually entered transactions and
> > > I
> > > just have to "accept" them. However, when I update through Money 2005
> > > (I
> > > believe through Yodlee), instead of retrieving the transactions
> > > directly
> > > from BofA, the downloaded entries are input into the register as new
> > > transactions creating duplicates. If I just erase the new entry, it
> > > will
> > > create another one the next time I update. I have to erase the old
> > > entry
> > > and re-input all the data into the new transaction.
> > > > > I want to download from within Money so I don't have to go to three
> > > different Bank of America sites to get statements. Is there a way to
> > > either force Money to match up transactions or merge duplicate
> > > transactions?
> > > > > Heath

>

  #5  
Old 10-12-2004, 12:36 PM
Jungle
Guest
 
Posts: n/a
Default Re: Money 2005 duplicate transactions

It's correct. Same problem here even I also gave my 2 days to find out
any solution, Finally I turned to newsgroup looking for that. Worst
part was for me, it's not even accept and change button. It's directly
getting entered in my register, no setting helping me.



"Joe Guidera" <jguidera[at]msn.com.remove> wrote in message news:<e09QB6nrEHA.3848[at]TK2MSFTNGP14.phx.gbl> ...
- quote -

> This is a known issue. Please be sure to log a support incident with
> Microsoft at https://webresponse.one.microsoft.com
> --
> ----------- > Joe Guidera
> jguidera[at]msn.com.remove
> "Heath" <heathcurtiss[at]hotmail.com> wrote in message
> news:eDAPh5uqEHA.896[at]TK2MSFTNGP12.phx.gbl...
> > When I download statements directly from Bank of America, the downloaded
> > transactions match up nicely with my manually entered transactions and I
> > just have to "accept" them. However, when I update through Money 2005 (I
> > believe through Yodlee), instead of retrieving the transactions directly
> > from BofA, the downloaded entries are input into the register as new
> > transactions creating duplicates. If I just erase the new entry, it will
> > create another one the next time I update. I have to erase the old entry
> > and re-input all the data into the new transaction.
> > > I want to download from within Money so I don't have to go to three

> > different Bank of America sites to get statements. Is there a way to
> > either force Money to match up transactions or merge duplicate
> > transactions?
> > > Heath

>
  #4  
Old 10-10-2004, 04:06 AM
Joe Guidera
Guest
 
Posts: n/a
Default Re: Money 2005 duplicate transactions

This is a known issue. Please be sure to log a support incident with
Microsoft at https://webresponse.one.microsoft.com


--

----------- Joe Guidera
jguidera[at]msn.com.remove



"Heath" <heathcurtiss[at]hotmail.com> wrote in message
news:eDAPh5uqEHA.896[at]TK2MSFTNGP12.phx.gbl...
- quote -

> When I download statements directly from Bank of America, the downloaded
> transactions match up nicely with my manually entered transactions and I
> just have to "accept" them. However, when I update through Money 2005 (I
> believe through Yodlee), instead of retrieving the transactions directly
> from BofA, the downloaded entries are input into the register as new
> transactions creating duplicates. If I just erase the new entry, it will
> create another one the next time I update. I have to erase the old entry
> and re-input all the data into the new transaction.
> I want to download from within Money so I don't have to go to three
> different Bank of America sites to get statements. Is there a way to
> either force Money to match up transactions or merge duplicate
> transactions?
> Heath



  #3  
Old 10-06-2004, 05:16 AM
Brian McNeill
Guest
 
Posts: n/a
Default Re: Money 2005 duplicate transactions

Yes, I have encountered the same thing when updating from
BOA via the automated updates. It's actually kind of sad
as the underlying service from Yodlee (free at
www.yodlee.com) is quite impressive.
  #2  
Old 10-05-2004, 04:19 PM
Bill
Guest
 
Posts: n/a
Default Re: Money 2005 duplicate transactions

By manually going to the Bank of America site, and downloading the Money
2000 (OFX) file , you can update almost any version of Money and the
transaction matching works very well. You just need to make sure you choose
the download option for Money 2000, and not the Quicken or QIF options.

If you want to have MSN/Yodlee (only available in 2005) connect to the bank
for you so that you don't have to go through the extra step of connecting to
the BOA site first, that's what doesn't work as well as far as transaction
matching.

-Bill

"Heath" <heathcurtiss[at]hotmail.com> wrote in message
news:OWHc8TvqEHA.3520[at]TK2MSFTNGP11.phx.gbl...
- quote -

> Can I update from within 2004? I've already purchased Money 2005. I
> might just have to turn off online updating through Yodlee and download my
> statements from the BofA website directly.
> Heath
> "Bill" <Bill[at]discussions.microsoft.com> wrote in message
> news:%23g4svHvqEHA.1456[at]TK2MSFTNGP10.phx.gbl...
> > I ran into the same issue and spent about three hours working with it on
> > Sunday. After downloading the transactions, you can make changes to them
> > such as the payee's name, category and check number. As soon as you go to
> > download the transactions again, if enough information about the original
> > transaction has changed, it will download it again. I went through this
> > routine about 4 times, each time trying to keep the transaction that it
> > was downloading with no luck.
> > > I believe this has something to do with Yodlee's engine, but I'm not

> > really sure.
> > > My solution to this problem, as well as all of the other upgrade

> > problems, was to uninstall Money 2005 and go back to Money 2004 for now.
> > > -Bill
> > > "Heath" <heathcurtiss[at]hotmail.com> wrote in message

> > news:eDAPh5uqEHA.896[at]TK2MSFTNGP12.phx.gbl...
> > > When I download statements directly from Bank of America, the downloaded
> > > transactions match up nicely with my manually entered transactions and I
> > > just have to "accept" them. However, when I update through Money 2005
> > > (I believe through Yodlee), instead of retrieving the transactions
> > > directly from BofA, the downloaded entries are input into the register
> > > as new transactions creating duplicates. If I just erase the new entry,
> > > it will create another one the next time I update. I have to erase the
> > > old entry and re-input all the data into the new transaction.
> > > > > I want to download from within Money so I don't have to go to three
> > > different Bank of America sites to get statements. Is there a way to
> > > either force Money to match up transactions or merge duplicate
> > > transactions?
> > > > > Heath
> > > >


  #1  
Old 10-05-2004, 04:07 PM
Heath
Guest
 
Posts: n/a
Default Re: Money 2005 duplicate transactions

Can I update from within 2004? I've already purchased Money 2005. I might
just have to turn off online updating through Yodlee and download my
statements from the BofA website directly.

Heath

"Bill" <Bill[at]discussions.microsoft.com> wrote in message
news:%23g4svHvqEHA.1456[at]TK2MSFTNGP10.phx.gbl...
- quote -

> I ran into the same issue and spent about three hours working with it on
> Sunday. After downloading the transactions, you can make changes to them
> such as the payee's name, category and check number. As soon as you go to
> download the transactions again, if enough information about the original
> transaction has changed, it will download it again. I went through this
> routine about 4 times, each time trying to keep the transaction that it was
> downloading with no luck.
> I believe this has something to do with Yodlee's engine, but I'm not
> really sure.
> My solution to this problem, as well as all of the other upgrade problems,
> was to uninstall Money 2005 and go back to Money 2004 for now.
> -Bill
> "Heath" <heathcurtiss[at]hotmail.com> wrote in message
> news:eDAPh5uqEHA.896[at]TK2MSFTNGP12.phx.gbl...
> > When I download statements directly from Bank of America, the downloaded
> > transactions match up nicely with my manually entered transactions and I
> > just have to "accept" them. However, when I update through Money 2005 (I
> > believe through Yodlee), instead of retrieving the transactions directly
> > from BofA, the downloaded entries are input into the register as new
> > transactions creating duplicates. If I just erase the new entry, it will
> > create another one the next time I update. I have to erase the old entry
> > and re-input all the data into the new transaction.
> > > I want to download from within Money so I don't have to go to three

> > different Bank of America sites to get statements. Is there a way to
> > either force Money to match up transactions or merge duplicate
> > transactions?
> > > Heath

>


 
Old 10-05-2004, 03:42 PM
Bill
Guest
 
Posts: n/a
Default Re: Money 2005 duplicate transactions

I ran into the same issue and spent about three hours working with it on
Sunday. After downloading the transactions, you can make changes to them
such as the payee's name, category and check number. As soon as you go to
download the transactions again, if enough information about the original
transaction has changed, it will download it again. I went through this
routine about 4 times, each time trying to keep the transaction that it was
downloading with no luck.

I believe this has something to do with Yodlee's engine, but I'm not really
sure.

My solution to this problem, as well as all of the other upgrade problems,
was to uninstall Money 2005 and go back to Money 2004 for now.

-Bill

"Heath" <heathcurtiss[at]hotmail.com> wrote in message
news:eDAPh5uqEHA.896[at]TK2MSFTNGP12.phx.gbl...
- quote -

> When I download statements directly from Bank of America, the downloaded
> transactions match up nicely with my manually entered transactions and I
> just have to "accept" them. However, when I update through Money 2005 (I
> believe through Yodlee), instead of retrieving the transactions directly
> from BofA, the downloaded entries are input into the register as new
> transactions creating duplicates. If I just erase the new entry, it will
> create another one the next time I update. I have to erase the old entry
> and re-input all the data into the new transaction.
> I want to download from within Money so I don't have to go to three
> different Bank of America sites to get statements. Is there a way to
> either force Money to match up transactions or merge duplicate
> transactions?
> Heath



  #-1  
Old 10-05-2004, 03:20 PM
Heath
Guest
 
Posts: n/a
Default Money 2005 duplicate transactions

When I download statements directly from Bank of America, the downloaded
transactions match up nicely with my manually entered transactions and I
just have to "accept" them. However, when I update through Money 2005 (I
believe through Yodlee), instead of retrieving the transactions directly
from BofA, the downloaded entries are input into the register as new
transactions creating duplicates. If I just erase the new entry, it will
create another one the next time I update. I have to erase the old entry
and re-input all the data into the new transaction.

I want to download from within Money so I don't have to go to three
different Bank of America sites to get statements. Is there a way to either
force Money to match up transactions or merge duplicate transactions?

Heath


 

Tags
2005, duplicate, money, transactions
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