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  #6  
Old 10-25-2004, 10:03 AM
Lori
Guest
 
Posts: n/a
Default RE: Synchronization Problem solved!!!

Jeff,

I tried the backdoor way of Restoring Backup, but STILL ended up with
duplicate accounts for my 3 checking accounts. I tried it 5-6 times (one with
Money open, one with Money closed, one with clicking update from within
BillPay, one from clicking update afterwards within Money... I always had
duplicate accounts.

I gave up and went back to my original account that just uses BillPay, not
MSN sync.

If I disable MSN BillPay, THEN sync, then reenable it, I also have duplicate
accounts, but these duplicate accounts have a 0 balance, where the backdoor
way of Restoring Backups had duplicate accounts with a balance of several
thousand dollars.

I can't merge accounts because they are NOT in the drop down list, nor on
the left hand column.

Any ideas? I'm ready to just give up and use BILL Pay and not MSN sync. The
only thing with that is I have some Credit Card Accounts that I can't use
direct download until I am using MSN.
Lori

"Jeff" wrote:

- quote -

> 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

  #5  
Old 10-12-2004, 11:51 PM
Jeff
Guest
 
Posts: n/a
Default Re: Synchronization Problem solved!!!

The sync I did showed up on remote computers.

However, just today I started getting the sync error again. It says that
"the information saved in this file does not match the information currently
saved on the MSN Money website. Close and reopen Money. ....." Closing
and restarting Money then results in direction to disable MSN Billpay and
select "Access my Money data on the web".

Instead, I went back to Moneycentral and did the same trick, restore backup
from with Portfolio. This worked again, but begs the question why does it
break in the first place.

Jeff

"William L. Oppenheim, M.D." <woppenhe[at]ucla.edu> wrote in message
news:udHNS3CsEHA.3712[at]TK2MSFTNGP15.phx.gbl...
- quote -

> It seems to work on the same computer, but not on a remote computer. When
> you access your data on MSN, is the file that is used the same name as
> when you access your data using M05? When you see the data on MSN, if the
> data is not availabe on the MS server, the data you see may be coming from
> your own computer. Can someone clarify exactly what we are seeing, and
> where it is located with each access method--msn or M05?
> "Andrew" <xakedwax[at]xhotmail.comx> wrote in message
> news:cFJad.65217$a85.7818[at]fed1read04...
> > Jeff -
> > Did the sync - once it was working - delete any current data on the Money
> > Central site?
> > > I've been trying to clean (delete) data there with no luck.
> > > Thanks
> > > "Jeff" <jamacq-remove[at]erols.com> wrote in message

> > news:eGrwF4grEHA.1204[at]TK2MSFTNGP12.phx.gbl...
> > > 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
> > > > > > > >


  #4  
Old 10-12-2004, 07:33 AM
William L. Oppenheim, M.D.
Guest
 
Posts: n/a
Default Re: Synchronization Problem solved!!!

It seems to work on the same computer, but not on a remote computer. When
you access your data on MSN, is the file that is used the same name as when
you access your data using M05? When you see the data on MSN, if the data
is not availabe on the MS server, the data you see may be coming from your
own computer. Can someone clarify exactly what we are seeing, and where it
is located with each access method--msn or M05?

"Andrew" <xakedwax[at]xhotmail.comx> wrote in message
news:cFJad.65217$a85.7818[at]fed1read04...
- quote -

> Jeff -
> Did the sync - once it was working - delete any current data on the Money
> Central site?
> I've been trying to clean (delete) data there with no luck.
> Thanks
> "Jeff" <jamacq-remove[at]erols.com> wrote in message
> news:eGrwF4grEHA.1204[at]TK2MSFTNGP12.phx.gbl...
> > 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
> > >


  #3  
Old 10-12-2004, 05:08 AM
Andrew
Guest
 
Posts: n/a
Default Re: Synchronization Problem solved!!!

Jeff -
Did the sync - once it was working - delete any current data on the Money
Central site?

I've been trying to clean (delete) data there with no luck.

Thanks

"Jeff" <jamacq-remove[at]erols.com> wrote in message
news:eGrwF4grEHA.1204[at]TK2MSFTNGP12.phx.gbl...
- quote -

> 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



  #2  
Old 10-11-2004, 02:43 AM
Andy
Guest
 
Posts: n/a
Default Re: Synchronization Problem solved!!!

Jeff

HOLY $hit! It worked like a charm! YOU ARE THE
MAN!!!!!! You don't know how much you have helped me
man! I fought and fought with the program and you did in
1/2 hour what 4 different techs couldn't do over two
days!!! I'll make sure to point out your link to anyone
who has trouble!

Now the program works beautifully... I actually like it
now!

Thanks again man!
Andy
Albany, NY
- quote -

> -----Original Message-----
> Let me know if you have any troubles getting it to

work. I've had one other
> person contact me indicating that the solution worked

for them.
> It seemed there were a lot of people out there before

that were having
> synchronization problems. I'm a bit surprised that an

apparent solution has
> caught little attention.
> Jeff
> "Andy" <abernos[at]nycap.rr.com> wrote in message
> news:204e01c4ae56$7984e6f0$a301280a[at]phx.gbl...
> > Jeff,
> > > If this works, you will be my GOD! I had been fighting

> > with the 2005 program, microsoft techs, and MSN billpay
> > techs for 2 days! They couldn't resolve any of the
> > problems!
> > > I will try your method and get back to the board... for

> > the sake of EVERYONE who has been going through this!
> > > Thanks!
> > > Andy
> > > -----Original 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
> > > > > > > > > .
> > > .

  #1  
Old 10-10-2004, 07:50 PM
Jeff
Guest
 
Posts: n/a
Default Re: Synchronization Problem solved!!!

Let me know if you have any troubles getting it to work. I've had one other
person contact me indicating that the solution worked for them.

It seemed there were a lot of people out there before that were having
synchronization problems. I'm a bit surprised that an apparent solution has
caught little attention.

Jeff
"Andy" <abernos[at]nycap.rr.com> wrote in message
news:204e01c4ae56$7984e6f0$a301280a[at]phx.gbl...
- quote -

> Jeff,
> If this works, you will be my GOD! I had been fighting
> with the 2005 program, microsoft techs, and MSN billpay
> techs for 2 days! They couldn't resolve any of the
> problems!
> I will try your method and get back to the board... for
> the sake of EVERYONE who has been going through this!
> Thanks!
> Andy
> > -----Original 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
> > > > > .

>


 
Old 10-09-2004, 11:19 PM
Andy
Guest
 
Posts: n/a
Default Synchronization Problem solved!!!

Jeff,

If this works, you will be my GOD! I had been fighting
with the 2005 program, microsoft techs, and MSN billpay
techs for 2 days! They couldn't resolve any of the
problems!

I will try your method and get back to the board... for
the sake of EVERYONE who has been going through this!

Thanks!

Andy
- quote -

> -----Original 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
> .

  #-1  
Old 10-09-2004, 02:41 PM
Jeff
Guest
 
Posts: n/a
Default Synchronization Problem solved!!!

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



 

Tags
problem, solved, synchronization
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