Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
  #8  
Old 01-15-2005, 03:42 AM
James E. Freedle II
Guest
 
Posts: n/a
Default Re: Money 2005 Duplicate Downloaded Transactions

Actually you will probably find that it is placed there by design. They want
you to subscribe to the web version of Money instead. It appears that they
are curtailing the development of the software for a web page.
"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:O%23pSWrh3EHA.1144[at]TK2MSFTNGP09.phx.gbl...
- quote -

> And that one may well be called Money 2006.
> "Gregg" <publicprivateuse[at]hotmail.com> wrote in message
> news:eQEOMCh3EHA.3624[at]TK2MSFTNGP14.phx.gbl...
> > Don't hold your breath... It will probably be a couple of months before
> > we
> > see another major update.



  #7  
Old 12-23-2004, 08:19 PM
Mark
Guest
 
Posts: n/a
Default Re: Money 2005 Duplicate Downloaded Transactions

There's a new KB on this:
http://support.microsoft.com/default...b;en-us;890440

"Rick" <Rick[at]discussions.microsoft.com> wrote in message
news:5E692EAE-B332-4084-AB08-AD0152312DBD[at]microsoft.com...
- quote -

> I do not think it is a BOA issue. I am using a different financial
services
> provider and is experiencing similar problems with duplicate transactions.
> "Art McClinton" wrote:
> > I have had Bank of America issues open with Money support and Yodlee.
> > You are correct it is Yodlee that handles Bank of America. I have given
> > up on using the on-line for Bank of America as Yodlee has the following
> > problems:
> > > 1) the most recent several days are consistently not downloaded.

> > 2) I can go to the web site and manually download the OFX file faster
> > than performing an "update now" function and get the correct

information.
> > 3) Check numbers are not downloaded.
> > 4) the Balance listed is the available balance, not the balance that
> > agrees with the downloaded information. Thus the balance is missing some
> > items that could be included and the items that BoA have listed in the
> > pending section of the web page.
> > 5) Some items being duplicated.
> > > I have documented all of this with screen shots that have been sent to

> > both Yodlee and the second (or maybe third level) support at Microsoft.
> > I have an email from one person at Microsoft that suggests I not use
> > Yodlee for Bank of America downloads until Yodlee gets it fixed.
> > > Concerning duplicates, I am told that Yodlee uses QIF file format which

> > makes it impossible for Money to recognize them as duplicates. Thus the
> > duplicates problem will not be changed. I also see duplicates when I go
> > to one of my credit cards web sites and download the QIF file from that
> > vendor. Without the OFX format which places a unique transaction id
> > with each download, it is impossible for Money to determine that it was
> > already downloaded. They could assume it but want you to verify it.
> > > All in all, I woould not use the automatic download from Bank of America

> > until Yodlee fixes their many problems with BoA.
> > > Gregg wrote:
> > > > Happens to me all the time...
> > > > > I have the most current update... 14.0.120.1105
> > > > > > > "Shawn" <Shawn[at]discussions.microsoft.com> wrote in message
> > > news:B09D6D78-AAAD-42CD-B7BF-C981C3C71435[at]microsoft.com...
> > > > > > I finally got my Bank of America account transactions to download

through
> > > > online services. My only gripe is that old transactions which have
> > > > already
> > > > been downloaded on a previous day are being re-downloaded along with

new
> > > > transactions every time I perform an update (I do this once a day).

When
> > > > the
> > > > old transactions are re-downloaded they are matched with existing
> > > > transactions again and I have to re-accept the transactions.
> > > > > > > Should this be happening? I thought that Money's logic would prevent

old
> > > > transactions from being downloaded again or at least save me the

trouble
> > > > of
> > > > having to accept and match them again.
> > > > > > > Also, shouldn't Money be getting the latest and greatest transactions

from
> > > > my bank(today's transactions preferably but at the very least

yesterday's
> > > > transactions)? It seems that my downloaded transactions only go up to

2
> > > > days
> > > > ago. I know that Yodlee provides the direct services for Bank of

America.
> > > > Is this an issue with Yodlee?
> > > > > > > Thanks,
> > > > Shawn
> > > > > > >

  #6  
Old 12-22-2004, 11:45 PM
Rick
Guest
 
Posts: n/a
Default Re: Money 2005 Duplicate Downloaded Transactions

I do not think it is a BOA issue. I am using a different financial services
provider and is experiencing similar problems with duplicate transactions.

"Art McClinton" wrote:

- quote -

> I have had Bank of America issues open with Money support and Yodlee.
> You are correct it is Yodlee that handles Bank of America. I have given
> up on using the on-line for Bank of America as Yodlee has the following
> problems:
> 1) the most recent several days are consistently not downloaded.
> 2) I can go to the web site and manually download the OFX file faster
> than performing an "update now" function and get the correct information.
> 3) Check numbers are not downloaded.
> 4) the Balance listed is the available balance, not the balance that
> agrees with the downloaded information. Thus the balance is missing some
> items that could be included and the items that BoA have listed in the
> pending section of the web page.
> 5) Some items being duplicated.
> I have documented all of this with screen shots that have been sent to
> both Yodlee and the second (or maybe third level) support at Microsoft.
> I have an email from one person at Microsoft that suggests I not use
> Yodlee for Bank of America downloads until Yodlee gets it fixed.
> Concerning duplicates, I am told that Yodlee uses QIF file format which
> makes it impossible for Money to recognize them as duplicates. Thus the
> duplicates problem will not be changed. I also see duplicates when I go
> to one of my credit cards web sites and download the QIF file from that
> vendor. Without the OFX format which places a unique transaction id
> with each download, it is impossible for Money to determine that it was
> already downloaded. They could assume it but want you to verify it.
> All in all, I woould not use the automatic download from Bank of America
> until Yodlee fixes their many problems with BoA.
> Gregg wrote:
> > Happens to me all the time...
> > > I have the most current update... 14.0.120.1105
> > > > "Shawn" <Shawn[at]discussions.microsoft.com> wrote in message

> > news:B09D6D78-AAAD-42CD-B7BF-C981C3C71435[at]microsoft.com...
> > > > I finally got my Bank of America account transactions to download through
> > > online services. My only gripe is that old transactions which have
> > > already
> > > been downloaded on a previous day are being re-downloaded along with new
> > > transactions every time I perform an update (I do this once a day). When
> > > the
> > > old transactions are re-downloaded they are matched with existing
> > > transactions again and I have to re-accept the transactions.
> > > > > Should this be happening? I thought that Money's logic would prevent old
> > > transactions from being downloaded again or at least save me the trouble
> > > of
> > > having to accept and match them again.
> > > > > Also, shouldn't Money be getting the latest and greatest transactions from
> > > my bank(today's transactions preferably but at the very least yesterday's
> > > transactions)? It seems that my downloaded transactions only go up to 2
> > > days
> > > ago. I know that Yodlee provides the direct services for Bank of America.
> > > Is this an issue with Yodlee?
> > > > > Thanks,
> > > Shawn
> > >
  #5  
Old 12-11-2004, 01:04 PM
Art McClinton
Guest
 
Posts: n/a
Default Re: Money 2005 Duplicate Downloaded Transactions

I have had Bank of America issues open with Money support and Yodlee.
You are correct it is Yodlee that handles Bank of America. I have given
up on using the on-line for Bank of America as Yodlee has the following
problems:

1) the most recent several days are consistently not downloaded.
2) I can go to the web site and manually download the OFX file faster
than performing an "update now" function and get the correct information.
3) Check numbers are not downloaded.
4) the Balance listed is the available balance, not the balance that
agrees with the downloaded information. Thus the balance is missing some
items that could be included and the items that BoA have listed in the
pending section of the web page.
5) Some items being duplicated.

I have documented all of this with screen shots that have been sent to
both Yodlee and the second (or maybe third level) support at Microsoft.
I have an email from one person at Microsoft that suggests I not use
Yodlee for Bank of America downloads until Yodlee gets it fixed.

Concerning duplicates, I am told that Yodlee uses QIF file format which
makes it impossible for Money to recognize them as duplicates. Thus the
duplicates problem will not be changed. I also see duplicates when I go
to one of my credit cards web sites and download the QIF file from that
vendor. Without the OFX format which places a unique transaction id
with each download, it is impossible for Money to determine that it was
already downloaded. They could assume it but want you to verify it.

All in all, I woould not use the automatic download from Bank of America
until Yodlee fixes their many problems with BoA.

Gregg wrote:

- quote -

> Happens to me all the time...
> I have the most current update... 14.0.120.1105
> "Shawn" <Shawn[at]discussions.microsoft.com> wrote in message
> news:B09D6D78-AAAD-42CD-B7BF-C981C3C71435[at]microsoft.com...
> > I finally got my Bank of America account transactions to download through
> > online services. My only gripe is that old transactions which have
> > already
> > been downloaded on a previous day are being re-downloaded along with new
> > transactions every time I perform an update (I do this once a day). When
> > the
> > old transactions are re-downloaded they are matched with existing
> > transactions again and I have to re-accept the transactions.
> > > Should this be happening? I thought that Money's logic would prevent old

> > transactions from being downloaded again or at least save me the trouble
> > of
> > having to accept and match them again.
> > > Also, shouldn't Money be getting the latest and greatest transactions from

> > my bank(today's transactions preferably but at the very least yesterday's
> > transactions)? It seems that my downloaded transactions only go up to 2
> > days
> > ago. I know that Yodlee provides the direct services for Bank of America.
> > Is this an issue with Yodlee?
> > > Thanks,

> > Shawn


  #4  
Old 12-09-2004, 05:13 PM
Dick Watson
Guest
 
Posts: n/a
Default Re: Money 2005 Duplicate Downloaded Transactions

And that one may well be called Money 2006.

"Gregg" <publicprivateuse[at]hotmail.com> wrote in message
news:eQEOMCh3EHA.3624[at]TK2MSFTNGP14.phx.gbl...
- quote -

> Don't hold your breath... It will probably be a couple of months before we
> see another major update.



  #3  
Old 12-09-2004, 03:59 PM
Gregg
Guest
 
Posts: n/a
Default Re: Money 2005 Duplicate Downloaded Transactions

Don't hold your breath... It will probably be a couple of months before we
see another major update.


"Mark Vetrano" <mvetrano[at]newbreed.com> wrote in message
news:uP4xI9g3EHA.2624[at]TK2MSFTNGP11.phx.gbl...
- quote -

> I have a support ticket opened on this one. MS has confirmed that it is a
> bug and is looking into it. Everyone be nice and maybe Santa can get it
> fixed by the 25th?
> "Shawn" <Shawn[at]discussions.microsoft.com> wrote in message
> news:6ADE0C01-1F3E-4B13-B724-D9A458103D04[at]microsoft.com...
> > I also have update # 14.0.120.1105
> > > The first thing I'd like to know is if this is a bug or not. If not,

> > then
> > is there some setting that needs adjusting.
> > > -Shawn
> > > "Gregg" wrote:
> > > > Happens to me all the time...
> > > > > I have the most current update... 14.0.120.1105
> > > > > > > "Shawn" <Shawn[at]discussions.microsoft.com> wrote in message
> > > news:B09D6D78-AAAD-42CD-B7BF-C981C3C71435[at]microsoft.com...
> > > > I finally got my Bank of America account transactions to download

> through
> > > > online services. My only gripe is that old transactions which have
> > > > already
> > > > been downloaded on a previous day are being re-downloaded along with

> new
> > > > transactions every time I perform an update (I do this once a day).

> When
> > > > the
> > > > old transactions are re-downloaded they are matched with existing
> > > > transactions again and I have to re-accept the transactions.
> > > > > > > Should this be happening? I thought that Money's logic would prevent

> old
> > > > transactions from being downloaded again or at least save me the

> trouble
> > > > of
> > > > having to accept and match them again.
> > > > > > > Also, shouldn't Money be getting the latest and greatest transactions

> from
> > > > my bank(today's transactions preferably but at the very least

> yesterday's
> > > > transactions)? It seems that my downloaded transactions only go up
> > > > to

> 2
> > > > days
> > > > ago. I know that Yodlee provides the direct services for Bank of

> America.
> > > > Is this an issue with Yodlee?
> > > > > > > Thanks,
> > > > Shawn
> > > > >

  #2  
Old 12-09-2004, 03:51 PM
Mark Vetrano
Guest
 
Posts: n/a
Default Re: Money 2005 Duplicate Downloaded Transactions

I have a support ticket opened on this one. MS has confirmed that it is a
bug and is looking into it. Everyone be nice and maybe Santa can get it
fixed by the 25th?

"Shawn" <Shawn[at]discussions.microsoft.com> wrote in message
news:6ADE0C01-1F3E-4B13-B724-D9A458103D04[at]microsoft.com...
- quote -

> I also have update # 14.0.120.1105
> The first thing I'd like to know is if this is a bug or not. If not, then
> is there some setting that needs adjusting.
> -Shawn
> "Gregg" wrote:
> > Happens to me all the time...
> > > I have the most current update... 14.0.120.1105
> > > > "Shawn" <Shawn[at]discussions.microsoft.com> wrote in message

> > news:B09D6D78-AAAD-42CD-B7BF-C981C3C71435[at]microsoft.com...
> > > I finally got my Bank of America account transactions to download

through
> > > online services. My only gripe is that old transactions which have
> > > already
> > > been downloaded on a previous day are being re-downloaded along with

new
> > > transactions every time I perform an update (I do this once a day).

When
> > > the
> > > old transactions are re-downloaded they are matched with existing
> > > transactions again and I have to re-accept the transactions.
> > > > > Should this be happening? I thought that Money's logic would prevent

old
> > > transactions from being downloaded again or at least save me the

trouble
> > > of
> > > having to accept and match them again.
> > > > > Also, shouldn't Money be getting the latest and greatest transactions

from
> > > my bank(today's transactions preferably but at the very least

yesterday's
> > > transactions)? It seems that my downloaded transactions only go up to

2
> > > days
> > > ago. I know that Yodlee provides the direct services for Bank of

America.
> > > Is this an issue with Yodlee?
> > > > > Thanks,
> > > Shawn

> >

  #1  
Old 12-08-2004, 05:29 PM
Shawn
Guest
 
Posts: n/a
Default Re: Money 2005 Duplicate Downloaded Transactions

I also have update # 14.0.120.1105

The first thing I'd like to know is if this is a bug or not. If not, then
is there some setting that needs adjusting.

-Shawn

"Gregg" wrote:

- quote -

> Happens to me all the time...
> I have the most current update... 14.0.120.1105
> "Shawn" <Shawn[at]discussions.microsoft.com> wrote in message
> news:B09D6D78-AAAD-42CD-B7BF-C981C3C71435[at]microsoft.com...
> > I finally got my Bank of America account transactions to download through
> > online services. My only gripe is that old transactions which have
> > already
> > been downloaded on a previous day are being re-downloaded along with new
> > transactions every time I perform an update (I do this once a day). When
> > the
> > old transactions are re-downloaded they are matched with existing
> > transactions again and I have to re-accept the transactions.
> > > Should this be happening? I thought that Money's logic would prevent old

> > transactions from being downloaded again or at least save me the trouble
> > of
> > having to accept and match them again.
> > > Also, shouldn't Money be getting the latest and greatest transactions from

> > my bank(today's transactions preferably but at the very least yesterday's
> > transactions)? It seems that my downloaded transactions only go up to 2
> > days
> > ago. I know that Yodlee provides the direct services for Bank of America.
> > Is this an issue with Yodlee?
> > > Thanks,

> > Shawn

 
Old 12-08-2004, 05:19 PM
Gregg
Guest
 
Posts: n/a
Default Re: Money 2005 Duplicate Downloaded Transactions

Happens to me all the time...

I have the most current update... 14.0.120.1105


"Shawn" <Shawn[at]discussions.microsoft.com> wrote in message
news:B09D6D78-AAAD-42CD-B7BF-C981C3C71435[at]microsoft.com...
- quote -

> I finally got my Bank of America account transactions to download through
> online services. My only gripe is that old transactions which have
> already
> been downloaded on a previous day are being re-downloaded along with new
> transactions every time I perform an update (I do this once a day). When
> the
> old transactions are re-downloaded they are matched with existing
> transactions again and I have to re-accept the transactions.
> Should this be happening? I thought that Money's logic would prevent old
> transactions from being downloaded again or at least save me the trouble
> of
> having to accept and match them again.
> Also, shouldn't Money be getting the latest and greatest transactions from
> my bank(today's transactions preferably but at the very least yesterday's
> transactions)? It seems that my downloaded transactions only go up to 2
> days
> ago. I know that Yodlee provides the direct services for Bank of America.
> Is this an issue with Yodlee?
> Thanks,
> Shawn



  #-1  
Old 12-08-2004, 04:59 PM
Shawn
Guest
 
Posts: n/a
Default Money 2005 Duplicate Downloaded Transactions

I finally got my Bank of America account transactions to download through
online services. My only gripe is that old transactions which have already
been downloaded on a previous day are being re-downloaded along with new
transactions every time I perform an update (I do this once a day). When the
old transactions are re-downloaded they are matched with existing
transactions again and I have to re-accept the transactions.

Should this be happening? I thought that Money's logic would prevent old
transactions from being downloaded again or at least save me the trouble of
having to accept and match them again.

Also, shouldn't Money be getting the latest and greatest transactions from
my bank(today's transactions preferably but at the very least yesterday's
transactions)? It seems that my downloaded transactions only go up to 2 days
ago. I know that Yodlee provides the direct services for Bank of America.
Is this an issue with Yodlee?

Thanks,
Shawn
 

Tags
2005, downloaded, duplicate, money, transactions
Similar Threads
Thread Forum Replies Last Post
Money 2005 duplicate transactions
Heath: When I download statements directly from Bank of America, the downloaded transactions match up nicely with my manually entered transactions and I...
Microsoft Money 9 12-08-2004 05:38 PM
Duplicate Downloaded Transactions - Money 2005
Robert Ward: I have money 2005 Deluxe and have run into a huge problem. When money downloads transaction that are duplicate and are in my bill & deposits it...
Microsoft Money 2 12-04-2004 12:05 AM
Money 2004: Duplicate downloaded transactions
Andrew: When I update my transaction list from my bank to Money, the same transactions get listed twice on my transaction list in Money. Is there a way to...
Microsoft Money 3 12-03-2004 05:14 AM
duplicate downloaded transaction.
Bette: I have Money 2002. Since archiving my last years file, I have had the problem where about 9 of the last years transactions keep comming up as new...
Microsoft Money 1 04-09-2004 04:57 PM
Duplicate Downloaded Transactions
John Ehrenreich: I like many of the features of Money 2004 however I have one big problem. I download transactions from American Express for my credit card and...
Microsoft Money 3 08-12-2003 01:21 AM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 03:29 AM.