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  #6  
Old 11-10-2004, 06:52 AM
bnc
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Posts: n/a
Default Re: Wachovia?

I have been using Money 2003 Deluxe and Money 2005 Trial with lots of
transactions from Wachovia Bank and Wachovia Securities without any
significant problems.




"Chris Cowles" <NoSpam[at]For.me> wrote in message news:<eZdaGxQxEHA.1988[at]TK2MSFTNGP12.phx.gbl> ...
- quote -

> I tried '05 and went back to '04 but, while on '05, my Wachovia (formerly
> FirstUnion) account worked fine as it has for years. I don't know if
> Wachovia accounts originating in other predecessor banks provide the same
> experience.
> --
> Chris Cowles,
> Gainesville, FL
> "Don Awalt" <dawalt[at]comcastremovethispart.net> wrote in message
> news:%23cebEwNxEHA.3624[at]TK2MSFTNGP09.phx.gbl...
> > Sorry can't help, I have stayed with Money 2004 but I can tell you
> > Wachovia Banking works perfectly with that version! I have been using it
> > with them for a year.
> > > > "Tom G" <123mpel[at]vms.huji.ac.il> wrote in message

> > news:ezfACrCxEHA.3844[at]TK2MSFTNGP12.phx.gbl...
> > > my question is about the banking interface with yodlee and/or MS Money
> > > 05. I am using BofA, but there are many, many frustrating problems.
> > > > > Tom
> > > "Tom G" <123mpel[at]vms.huji.ac.il> wrote in message
> > > news:eHKO6Y5wEHA.824[at]TK2MSFTNGP11.phx.gbl...
> > > > Can anyone give me any feedback about how well Wachovia and Money 2005
> > > > work together?
> > > > > > > --
> > > > Cheers,
> > > > Tom G.
> > > > > > > > > > > > > > >
  #5  
Old 11-07-2004, 08:52 PM
Frank
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Posts: n/a
Default Re: Wachovia?

Sounds simple except that some Bank Deposit Sweeps have a transation out of
cash to Bank Deposit Sweep. Sometimes it puts negative deposits in cash.
Money Markey interest is 2 B. D. S. transactions. Cash gets all screwed up.
I told Wachovia that my Schwab transactions worked with Money and then they
blamed it on Yodlee.
"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:sctpo09cfnbdmmg1rq0elq2vof72ieolf7[at]4ax.com...
- quote -

> In microsoft.public.money, Frank wrote:
> > If your talking about Wachovia Securities, Not worth a damn. Wachovia

uses
> > Bank Deposit Sweep Option transactions instead of Money Markey buys and
> > sells and Money doesn"t handle them right.

> If Wachovia Securities simply doesn't send MM Buy and Sell
> transactions, that can work well. Make sure you are using an
> associated Cash Transactions register, and let the cash balance
> there include your MM holdings.
> This is also the simplification that I would do if I were entering
> data by hand for an account.



  #4  
Old 11-07-2004, 07:56 PM
Chris Cowles
Guest
 
Posts: n/a
Default Re: Wachovia?

I tried '05 and went back to '04 but, while on '05, my Wachovia (formerly
FirstUnion) account worked fine as it has for years. I don't know if
Wachovia accounts originating in other predecessor banks provide the same
experience.
--
Chris Cowles,
Gainesville, FL

"Don Awalt" <dawalt[at]comcastremovethispart.net> wrote in message
news:%23cebEwNxEHA.3624[at]TK2MSFTNGP09.phx.gbl...
- quote -

> Sorry can't help, I have stayed with Money 2004 but I can tell you
> Wachovia Banking works perfectly with that version! I have been using it
> with them for a year.
> "Tom G" <123mpel[at]vms.huji.ac.il> wrote in message
> news:ezfACrCxEHA.3844[at]TK2MSFTNGP12.phx.gbl...
> > my question is about the banking interface with yodlee and/or MS Money
> > 05. I am using BofA, but there are many, many frustrating problems.
> > > Tom

> > "Tom G" <123mpel[at]vms.huji.ac.il> wrote in message
> > news:eHKO6Y5wEHA.824[at]TK2MSFTNGP11.phx.gbl...
> > > Can anyone give me any feedback about how well Wachovia and Money 2005
> > > work together?
> > > > > --
> > > Cheers,
> > > Tom G.
> > > > > > > >


  #3  
Old 11-07-2004, 02:11 PM
Don Awalt
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Posts: n/a
Default Re: Wachovia?

Sorry can't help, I have stayed with Money 2004 but I can tell you Wachovia
Banking works perfectly with that version! I have been using it with them
for a year.


"Tom G" <123mpel[at]vms.huji.ac.il> wrote in message
news:ezfACrCxEHA.3844[at]TK2MSFTNGP12.phx.gbl...
- quote -

> my question is about the banking interface with yodlee and/or MS Money 05.
> I am using BofA, but there are many, many frustrating problems.
> Tom
> "Tom G" <123mpel[at]vms.huji.ac.il> wrote in message
> news:eHKO6Y5wEHA.824[at]TK2MSFTNGP11.phx.gbl...
> > Can anyone give me any feedback about how well Wachovia and Money 2005
> > work together?
> > > --

> > Cheers,
> > Tom G.
> > >


  #2  
Old 11-06-2004, 05:02 PM
Tom G
Guest
 
Posts: n/a
Default Re: Wachovia?

my question is about the banking interface with yodlee and/or MS Money 05. I
am using BofA, but there are many, many frustrating problems.

Tom
"Tom G" <123mpel[at]vms.huji.ac.il> wrote in message
news:eHKO6Y5wEHA.824[at]TK2MSFTNGP11.phx.gbl...
- quote -

> Can anyone give me any feedback about how well Wachovia and Money 2005
> work together?
> --
> Cheers,
> Tom G.



  #1  
Old 11-06-2004, 03:05 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Wachovia?

In microsoft.public.money, Frank wrote:

- quote -

> If your talking about Wachovia Securities, Not worth a damn. Wachovia uses
> Bank Deposit Sweep Option transactions instead of Money Markey buys and
> sells and Money doesn"t handle them right.


If Wachovia Securities simply doesn't send MM Buy and Sell
transactions, that can work well. Make sure you are using an
associated Cash Transactions register, and let the cash balance
there include your MM holdings.

This is also the simplification that I would do if I were entering
data by hand for an account.


 
Old 11-06-2004, 02:56 PM
Frank
Guest
 
Posts: n/a
Default Re: Wachovia?

If your talking about Wachovia Securities, Not worth a damn. Wachovia uses
Bank Deposit Sweep Option transactions instead of Money Markey buys and
sells and Money doesn"t handle them right. After each load down I spend a
bunch of time cleaning it up. I have talked to Wachovia about this several
times and they allways blame it on Money and suggest that I convert to
Quicken. By the way, when I was using Schwab, transactions allways loaded
down right to the penny.
"Tom G" <123mpel[at]vms.huji.ac.il> wrote in message
news:eHKO6Y5wEHA.824[at]TK2MSFTNGP11.phx.gbl...
- quote -

> Can anyone give me any feedback about how well Wachovia and Money 2005
work
> together?
> --
> Cheers,
> Tom G.



  #-1  
Old 11-05-2004, 11:18 PM
Tom G
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Posts: n/a
Default Wachovia?

Can anyone give me any feedback about how well Wachovia and Money 2005 work
together?

--
Cheers,
Tom G.



 

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