Money 05 cuts off data

#1 01-05-2005, 04:49 PM

Cal, Thanks for the help. I guess I'll just have to wait and see if they
make a fix for bofa WA.
For now I've just decided to go the manaul download of data which works ok.
I did contact Bofa online support and even though MSFT advertises the
ability to sync your data. BofA Wa does NOT support this function. They only
support Exporting issues when it comes to MSFT Money. Also, for anyone
thinking about the Quicken option. The Quicken Web connect which allows
direct access will not be available until Q3 of this year.

Thanks again for the suggestions.
Mike
"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:so8mt0ltr2k0jrrda01glikbtkn35i6nlo[at]4ax.com...
- quote -

> In microsoft.public.money, Mike wrote:
> > B of A (Washington) using Yodlee & msn to sync data.
> > > The problem I'm experiencing is that the Payee field is being cut off.
> > I've
> > used /using the Payee Rules Manager, which has been working to a certain
> > extent. My question is... What is the size limit for the payee field? A
> > typical transaction from bofa(WA) looks like "PURCHASE 5xx29xxx658xxxxx3
> > ON
> > 12/30 AT CASTLE ICE RENTON WA" When synced as configured above all i get
> > is
> > a very small portion, maybe part of the actual name.
> 32
> http://support.microsoft.com/default...b;en-us;171421
> > > Second question is when trying to do a manual export from bofa (Wa)
> > website
> > I have the option to use OFX, and "export detail info to memo" which works
> > just fine. is there anyway to change yodlee, or money05, to map the data
> > to
> > the memo field vs payee?
> > No.
> Tools-> Settings-> OnlineServices-> AddADescriptionToTheMemoField lets
> you get it to the memo. Advanced Search and Replace should let you
> make the Payee change for a specified memo content to many
> transactions, but not copy the memo to the payee field.
> You could run the OFX file thru a filter script in your favorite
> language before import.

01-04-2005, 10:16 PM

In microsoft.public.money, Mike wrote:

- quote -

> B of A (Washington) using Yodlee & msn to sync data.
> The problem I'm experiencing is that the Payee field is being cut off. I've
> used /using the Payee Rules Manager, which has been working to a certain
> extent. My question is... What is the size limit for the payee field? A
> typical transaction from bofa(WA) looks like "PURCHASE 5xx29xxx658xxxxx3 ON
> 12/30 AT CASTLE ICE RENTON WA" When synced as configured above all i get is
> a very small portion, maybe part of the actual name.

32
http://support.microsoft.com/default...b;en-us;171421

- quote -

> Second question is when trying to do a manual export from bofa (Wa) website
> I have the option to use OFX, and "export detail info to memo" which works
> just fine. is there anyway to change yodlee, or money05, to map the data to
> the memo field vs payee?

No.

Tools-> Settings-> OnlineServices-> AddADescriptionToTheMemoField lets
you get it to the memo. Advanced Search and Replace should let you
make the Payee change for a specified memo content to many
transactions, but not copy the memo to the payee field.

You could run the OFX file thru a filter script in your favorite
language before import.

#-1 01-04-2005, 10:06 PM

B of A (Washington) using Yodlee & msn to sync data.

The problem I'm experiencing is that the Payee field is being cut off. I've
used /using the Payee Rules Manager, which has been working to a certain
extent. My question is... What is the size limit for the payee field? A
typical transaction from bofa(WA) looks like "PURCHASE 5xx29xxx658xxxxx3 ON
12/30 AT CASTLE ICE RENTON WA" When synced as configured above all i get is
a very small portion, maybe part of the actual name.

Second question is when trying to do a manual export from bofa (Wa) website
I have the option to use OFX, and "export detail info to memo" which works
just fine. is there anyway to change yodlee, or money05, to map the data to
the memo field vs payee?

Similar Threads
Thread	Forum	Replies	Last Post
How to convert MoneyDeluxeBusiness2004 Data to Money2005 Premium Data Admin: I had Money 2004 Business edition, now I installed Money 2005 Premium, upon installation it converted the data from the Business edition and...	Microsoft Money	2	08-06-2004 02:33 PM
Importing data into money Lew Shepley: I recently purchased Money to replace, hopefully, a DOS- based system I wrote myself. I have years of transactional data which I want to...	Microsoft Money	2	02-22-2004 02:05 AM
How well does MSM 2004 merge .ofx data with existing data? Irwin: I gave up using downloaded .ofx files with Money Deluxe 2002. The auto import often screwed up manually entered data: it delete transactions...	Microsoft Money	1	02-02-2004 08:41 AM
MS Money Data On Mac Ted Eimon: I have recently been put in charge of the accounting at a non-profit, which has kept their records on a PC using MS Money 99. Problem is, I use a...	Microsoft Money	3	01-28-2004 02:49 PM

Thread Tools
Show Printable Version Email this Page
Display Modes
Linear Mode Switch to Hybrid Mode Switch to Threaded Mode