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Old 10-12-2004, 02:47 AM
Jeff M
Guest
 
Posts: n/a
Default Re: Synch issue--never really gets going

My accounts match between the Investing Homepage and the Portfolio, except
in one case.

"William L. Oppenheim, M.D." <woppenhe[at]ucla.edu> wrote in message
news:%23%23l0ki$rEHA.2136[at]TK2MSFTNGP14.phx.gbl...
- quote -

> Yes, I saw your post and tried it. It seemed to synch, but when I went to
> an alternate computer, the entire portfolio did not appear, only parts, so

I
> am still working on it, but your solution seems to be a step forward.
> Are the accounts on your investing home page adding to the same total as

on
> your portfolio page. Mine are not. One of the MVPs posted a ms document
> that might help. Perhaps they could repost it at this point and I cannot
> find in on either my laptop or my desktop.
> "Jeff" <jamacq-remove[at]erols.com> wrote in message
> news:OkPcy%23grEHA.1232[at]TK2MSFTNGP11.phx.gbl...
> > I posted today under the title "Synchronization Problem solved!!!. I had
> > the same problem you are describing and solved it today. Here's a copy

of
> > my message:
> > ---------------------
> > I just had success today in solving my long running problem with getting
> > both Billpay and synchronization to work in Money 2005.
> > > I like many others have been having a problem since the upgrade in

getting
> > Billpay to work and also to get MSN synchronization to work. It's been

my
> > belief that the two problems were tied to each other.
> > > A few weeks ago I had posted that I successfully got Billpay to work

> > within
> > 2005, but still no luck with synchronization.
> > > As a reminder, here's how I got Billpay to work. I started with a

working
> > version of my Money 2004 file, disabled MSN sync while leaving Billpay
> > operational from within Money 2004. I then upgraded the file to 2005

and
> > Billpay continued to work. However until today, I was never able to get
> > synchronization to work. And the supposed steps to get there were to
> > disable Billpay from within 2005 and then sync. Doing so, however,

would
> > lead to neither working.
> > > Today I found a backdoor way to get synchronization to work without

> > messing
> > up my functioning Billpay. And you don't need to disable Billpay and

you
> > won't get duplicate accounts.
> > > Here are the steps I took:
> > > 1. I went into MSN Moneycentral and loaded the Portfolio Manager by

going
> > to MSN Money and selecting Portfolio within the Investing section.
> > > 2. Once the shell of the Porfolio loads, go to the left hand tasks bar

at
> > the bottom and click on "More|File Options|Restore backup".
> > > 3. I then selected my current Money 2005 data file "xxx.mny" as the

> > source
> > to restore from.
> > > I had thought that this option would do a onetime sync and hopefully

bring
> > in investments from the Money file. And it did that accurately. What
> > surprised me is that when I then went into my Money 2005 file, I found
> > that
> > it was now successfully synchronizing with MSN. Apparently, this

restore
> > backup option actually invokes a sync with Money.
> > > It was that simple. No requirement to disable Billpay. No endless loop

> > asking me to choose between old data on MSN or the data in my Money

file.
> > > The only problem encountered so far was that after successfully syncing,

I
> > found that some of the account options for some of my accounts had

changed
> > in the Money file. My selection of favorite accounts were no longer
> > selected and my settings for retirement accounts had been unselected.

It
> > was a simple matter to go into the affected accounts, select "change
> > account
> > details" and re-check the boxes as appropriate for "Favorite Account"
> > and/or
> > "Retirement account".
> > > I'm now at a point where I have everything working pretty much as it did

> > in
> > 2004.
> > > I'd be interested in hearing if anyone else that was having this problem

> > (I
> > know you're out there) can recreate the above steps and get the same
> > successful conclusion as I did today. Either the Money team fixed
> > something
> > or I stumbled upon a backdoor workaround to solve the problem.
> > > Jeff
> > > > > > "w_oppenheim" <woppenhe[at]ucla.edu> wrote in message

> > news:ck3qol$kh7$1[at]daisy.noc.ucla.edu...
> > > I get the message upon starting that the synch feature is not going to

> > work
> > > because the data on msn is different than the data in M05. So far, so

> > good.
> > > I then continue to the choice that rejects the data on msn in favor of
> > > the
> > > data in M05. I wait a day. And guess what. I get the same message

time
> > > after time. I use the M05 as the underlyng standard for my data so I

> > simply
> > > want to wipe out whatever data I have on MSN and allow the M05 program

to
> > do
> > > its thing. The goal is tobe able to access, from a different computer,

> > the
> > > data that M05 places there. Seems very broken from this end. Ha

anyone
> > had
> > > this issue and figured it out.
> > > > >

  #1  
Old 10-12-2004, 01:13 AM
William L. Oppenheim, M.D.
Guest
 
Posts: n/a
Default Re: Synch issue--never really gets going

Yes, I saw your post and tried it. It seemed to synch, but when I went to
an alternate computer, the entire portfolio did not appear, only parts, so I
am still working on it, but your solution seems to be a step forward.

Are the accounts on your investing home page adding to the same total as on
your portfolio page. Mine are not. One of the MVPs posted a ms document
that might help. Perhaps they could repost it at this point and I cannot
find in on either my laptop or my desktop.



"Jeff" <jamacq-remove[at]erols.com> wrote in message
news:OkPcy%23grEHA.1232[at]TK2MSFTNGP11.phx.gbl...
- quote -

> I posted today under the title "Synchronization Problem solved!!!. I had
> the same problem you are describing and solved it today. Here's a copy of
> my message:
> ---------------------
> I just had success today in solving my long running problem with getting
> both Billpay and synchronization to work in Money 2005.
> I like many others have been having a problem since the upgrade in getting
> Billpay to work and also to get MSN synchronization to work. It's been my
> belief that the two problems were tied to each other.
> A few weeks ago I had posted that I successfully got Billpay to work
> within
> 2005, but still no luck with synchronization.
> As a reminder, here's how I got Billpay to work. I started with a working
> version of my Money 2004 file, disabled MSN sync while leaving Billpay
> operational from within Money 2004. I then upgraded the file to 2005 and
> Billpay continued to work. However until today, I was never able to get
> synchronization to work. And the supposed steps to get there were to
> disable Billpay from within 2005 and then sync. Doing so, however, would
> lead to neither working.
> Today I found a backdoor way to get synchronization to work without
> messing
> up my functioning Billpay. And you don't need to disable Billpay and you
> won't get duplicate accounts.
> Here are the steps I took:
> 1. I went into MSN Moneycentral and loaded the Portfolio Manager by going
> to MSN Money and selecting Portfolio within the Investing section.
> 2. Once the shell of the Porfolio loads, go to the left hand tasks bar at
> the bottom and click on "More|File Options|Restore backup".
> 3. I then selected my current Money 2005 data file "xxx.mny" as the
> source
> to restore from.
> I had thought that this option would do a onetime sync and hopefully bring
> in investments from the Money file. And it did that accurately. What
> surprised me is that when I then went into my Money 2005 file, I found
> that
> it was now successfully synchronizing with MSN. Apparently, this restore
> backup option actually invokes a sync with Money.
> It was that simple. No requirement to disable Billpay. No endless loop
> asking me to choose between old data on MSN or the data in my Money file.
> The only problem encountered so far was that after successfully syncing, I
> found that some of the account options for some of my accounts had changed
> in the Money file. My selection of favorite accounts were no longer
> selected and my settings for retirement accounts had been unselected. It
> was a simple matter to go into the affected accounts, select "change
> account
> details" and re-check the boxes as appropriate for "Favorite Account"
> and/or
> "Retirement account".
> I'm now at a point where I have everything working pretty much as it did
> in
> 2004.
> I'd be interested in hearing if anyone else that was having this problem
> (I
> know you're out there) can recreate the above steps and get the same
> successful conclusion as I did today. Either the Money team fixed
> something
> or I stumbled upon a backdoor workaround to solve the problem.
> Jeff
> "w_oppenheim" <woppenhe[at]ucla.edu> wrote in message
> news:ck3qol$kh7$1[at]daisy.noc.ucla.edu...
> > I get the message upon starting that the synch feature is not going to

> work
> > because the data on msn is different than the data in M05. So far, so

> good.
> > I then continue to the choice that rejects the data on msn in favor of
> > the
> > data in M05. I wait a day. And guess what. I get the same message time
> > after time. I use the M05 as the underlyng standard for my data so I

> simply
> > want to wipe out whatever data I have on MSN and allow the M05 program to

> do
> > its thing. The goal is tobe able to access, from a different computer,

> the
> > data that M05 places there. Seems very broken from this end. Ha anyone

> had
> > this issue and figured it out.
> >


 
Old 10-09-2004, 02:53 PM
Jeff
Guest
 
Posts: n/a
Default Re: Synch issue--never really gets going

I posted today under the title "Synchronization Problem solved!!!. I had
the same problem you are describing and solved it today. Here's a copy of
my message:
---------------------
I just had success today in solving my long running problem with getting
both Billpay and synchronization to work in Money 2005.

I like many others have been having a problem since the upgrade in getting
Billpay to work and also to get MSN synchronization to work. It's been my
belief that the two problems were tied to each other.

A few weeks ago I had posted that I successfully got Billpay to work within
2005, but still no luck with synchronization.

As a reminder, here's how I got Billpay to work. I started with a working
version of my Money 2004 file, disabled MSN sync while leaving Billpay
operational from within Money 2004. I then upgraded the file to 2005 and
Billpay continued to work. However until today, I was never able to get
synchronization to work. And the supposed steps to get there were to
disable Billpay from within 2005 and then sync. Doing so, however, would
lead to neither working.

Today I found a backdoor way to get synchronization to work without messing
up my functioning Billpay. And you don't need to disable Billpay and you
won't get duplicate accounts.

Here are the steps I took:

1. I went into MSN Moneycentral and loaded the Portfolio Manager by going
to MSN Money and selecting Portfolio within the Investing section.

2. Once the shell of the Porfolio loads, go to the left hand tasks bar at
the bottom and click on "More|File Options|Restore backup".

3. I then selected my current Money 2005 data file "xxx.mny" as the source
to restore from.

I had thought that this option would do a onetime sync and hopefully bring
in investments from the Money file. And it did that accurately. What
surprised me is that when I then went into my Money 2005 file, I found that
it was now successfully synchronizing with MSN. Apparently, this restore
backup option actually invokes a sync with Money.

It was that simple. No requirement to disable Billpay. No endless loop
asking me to choose between old data on MSN or the data in my Money file.

The only problem encountered so far was that after successfully syncing, I
found that some of the account options for some of my accounts had changed
in the Money file. My selection of favorite accounts were no longer
selected and my settings for retirement accounts had been unselected. It
was a simple matter to go into the affected accounts, select "change account
details" and re-check the boxes as appropriate for "Favorite Account" and/or
"Retirement account".

I'm now at a point where I have everything working pretty much as it did in
2004.

I'd be interested in hearing if anyone else that was having this problem (I
know you're out there) can recreate the above steps and get the same
successful conclusion as I did today. Either the Money team fixed something
or I stumbled upon a backdoor workaround to solve the problem.

Jeff




"w_oppenheim" <woppenhe[at]ucla.edu> wrote in message
news:ck3qol$kh7$1[at]daisy.noc.ucla.edu...
- quote -

> I get the message upon starting that the synch feature is not going to
work
> because the data on msn is different than the data in M05. So far, so

good.
> I then continue to the choice that rejects the data on msn in favor of the
> data in M05. I wait a day. And guess what. I get the same message time
> after time. I use the M05 as the underlyng standard for my data so I

simply
> want to wipe out whatever data I have on MSN and allow the M05 program to

do
> its thing. The goal is tobe able to access, from a different computer,

the
> data that M05 places there. Seems very broken from this end. Ha anyone

had
> this issue and figured it out.



  #-1  
Old 10-07-2004, 04:27 PM
w_oppenheim
Guest
 
Posts: n/a
Default Synch issue--never really gets going

I get the message upon starting that the synch feature is not going to work
because the data on msn is different than the data in M05. So far, so good.
I then continue to the choice that rejects the data on msn in favor of the
data in M05. I wait a day. And guess what. I get the same message time
after time. I use the M05 as the underlyng standard for my data so I simply
want to wipe out whatever data I have on MSN and allow the M05 program to do
its thing. The goal is tobe able to access, from a different computer, the
data that M05 places there. Seems very broken from this end. Ha anyone had
this issue and figured it out.


 

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issuenever, synch
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