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  #6  
Old 02-20-2005, 05:32 PM
Cal Learner-- MVP
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Posts: n/a
Default Re: Cannot download from bank! Tried all corrective action from...

In microsoft.public.money, Carl wrote:

- quote -

> Okay, did this, created new passport account, created new file, it does the
> exact same thing. Any more ideas or suggestions? Thanks


That indicates that the problem is not your Money file. That is
good.

If you try the same experiment with a different computer, that would
identify whether the problem is related to something on your
computer.

- quote -

> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, Carl wrote:
> > > > Okay, I went to Yodlee, signed up, and it downloaded info correctly, can view
> > > it,etc. Where does this point things? Thanks - - -
> > > I would suggest you create a new Money file with a *different*

> > Passport. See if it can access the account. This would viewed as a
> > troubleshooting technique, although other possibilities exist.
> >

  #5  
Old 02-20-2005, 05:19 PM
Carl
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Posts: n/a
Default Re: Cannot download from bank! Tried all corrective action from...

Okay, did this, created new passport account, created new file, it does the
exact same thing. Any more ideas or suggestions? Thanks

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Carl wrote:
> > Okay, I went to Yodlee, signed up, and it downloaded info correctly, can view
> > it,etc. Where does this point things? Thanks - - -

> I would suggest you create a new Money file with a *different*
> Passport. See if it can access the account. This would viewed as a
> troubleshooting technique, although other possibilities exist.

  #4  
Old 02-19-2005, 09:10 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Cannot download from bank! Tried all corrective action from...

In microsoft.public.money, Carl wrote:

- quote -

> Okay, I went to Yodlee, signed up, and it downloaded info correctly, can view
> it,etc. Where does this point things? Thanks - - -


I would suggest you create a new Money file with a *different*
Passport. See if it can access the account. This would viewed as a
troubleshooting technique, although other possibilities exist.

  #3  
Old 02-19-2005, 08:47 PM
Carl
Guest
 
Posts: n/a
Default Re: Cannot download from bank! Tried all corrective action from...

Okay, I went to Yodlee, signed up, and it downloaded info correctly, can view
it,etc. Where does this point things? Thanks - - -

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Carl wrote:
> > No - This is the only bank I download from. I am a new Money user, and only
> > download from this bank. It is a smaller bank, Ga Telco Credit Union but is
> > on the list. I did download all info previous in trial version. (By the way,
> > the other default things, like the Dow stock quotes, update okay). When I
> > try to download, I get the message: Your accounts could not be updated with
> > info from your bank or brokerage. To learn more, click on tools/Internet
> > updates call summary.

> Looking up at
> http://www.microsoft.com/money/banko...e=BanksOnly#21
> I see it says
> ================================================== =================
> * This service is provided by a third party provider, not your
> financial instituition. It is only available if you have Microsoft
> Money 2005. You will need to use Microsoft .NET Passport in order to
> access your account information.
> Your financial institution may offer an alternative means of
> downloading statements and transactions from their web site into
> Microsoft Money 2004 and earlier. Please contact them for more
> information.
> ================================================== ===============
> This tells me that the access is via Yodlee. That makes it harder to
> troubleshoot. You could try setting up an account at Yodlee and see
> if you get access to your data there. That would help identify where
> the problem lies.
> > When I do, it says your last call encountered an error. Could not retrieve.
> > Please set up this account again. If problem continues contact customer
> > support.
> > It does the same thing again, so I called tech support and spent a couple of
> > days doing ALL troubleshooting procedures. (Only thing I haven't done is
> > heard back from my bank).
> > Strange, in trial version, boom - info downloaded no problem. Bought the 90
> > dollar software - nothing.

> That should be significant. Did you open the file from the Deluxe
> Trial into the Business version, or did you start with a new file?
> The problem may just be a temporary glitch that happened to coincide
> with your switching versions.
> > Thanks for any more tips- - -

> I am afraid I don't have more for you there.
> My suggestion would be to add connectivity to a credit card. That
> might give you another data point. If you were unable to set up a
> credit card, that would tend to make you suspect something about
> your system/install, and if you were able it would make it seem more
> likely that the problem is at the Yodlee interface.

  #2  
Old 02-19-2005, 05:47 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Cannot download from bank! Tried all corrective action from...

In microsoft.public.money, Carl wrote:

- quote -

> No - This is the only bank I download from. I am a new Money user, and only
> download from this bank. It is a smaller bank, Ga Telco Credit Union but is
> on the list. I did download all info previous in trial version. (By the way,
> the other default things, like the Dow stock quotes, update okay). When I
> try to download, I get the message: Your accounts could not be updated with
> info from your bank or brokerage. To learn more, click on tools/Internet
> updates call summary.


Looking up at
http://www.microsoft.com/money/banko...e=BanksOnly#21
I see it says
================================================== =================
* This service is provided by a third party provider, not your
financial instituition. It is only available if you have Microsoft
Money 2005. You will need to use Microsoft .NET Passport in order to
access your account information.

Your financial institution may offer an alternative means of
downloading statements and transactions from their web site into
Microsoft Money 2004 and earlier. Please contact them for more
information.
================================================== ===============

This tells me that the access is via Yodlee. That makes it harder to
troubleshoot. You could try setting up an account at Yodlee and see
if you get access to your data there. That would help identify where
the problem lies.


- quote -

> When I do, it says your last call encountered an error. Could not retrieve.
> Please set up this account again. If problem continues contact customer
> support.
> It does the same thing again, so I called tech support and spent a couple of
> days doing ALL troubleshooting procedures. (Only thing I haven't done is
> heard back from my bank).
> Strange, in trial version, boom - info downloaded no problem. Bought the 90
> dollar software - nothing.


That should be significant. Did you open the file from the Deluxe
Trial into the Business version, or did you start with a new file?

The problem may just be a temporary glitch that happened to coincide
with your switching versions.


- quote -

> Thanks for any more tips- - -

I am afraid I don't have more for you there.

My suggestion would be to add connectivity to a credit card. That
might give you another data point. If you were unable to set up a
credit card, that would tend to make you suspect something about
your system/install, and if you were able it would make it seem more
likely that the problem is at the Yodlee interface.


  #1  
Old 02-19-2005, 05:23 PM
Carl
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Posts: n/a
Default Re: Cannot download from bank! Tried all corrective action from...

No - This is the only bank I download from. I am a new Money user, and only
download from this bank. It is a smaller bank, Ga Telco Credit Union but is
on the list. I did download all info previous in trial version. (By the way,
the other default things, like the Dow stock quotes, update okay). When I
try to download, I get the message: Your accounts could not be updated with
info from your bank or brokerage. To learn more, click on tools/Internet
updates call summary.
When I do, it says your last call encountered an error. Could not retrieve.
Please set up this account again. If problem continues contact customer
support.
It does the same thing again, so I called tech support and spent a couple of
days doing ALL troubleshooting procedures. (Only thing I haven't done is
heard back from my bank).
Strange, in trial version, boom - info downloaded no problem. Bought the 90
dollar software - nothing.
Thanks for any more tips- - -

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Nathan wrote:
> > Using 2005 Money, (small business).
> > This forum and called Microsoft. I've deleted in full and from the registry
> > all traces of Money and re-installed.
> > The only time I was able to download was with the trial software! I checked
> > the Microsoft online questions, all those little things.
> > Maybe it is indeed my bank? Won't download in the days following download
> > into trial, they have to reset something?

> Do you download from your other financial institutions?
> Who is your bank?
> What happens when you try to download from your bank?

 
Old 02-19-2005, 04:58 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Cannot download from bank! Tried all corrective action from...

In microsoft.public.money, Nathan wrote:

- quote -

> Using 2005 Money, (small business).
> This forum and called Microsoft. I've deleted in full and from the registry
> all traces of Money and re-installed.
> The only time I was able to download was with the trial software! I checked
> the Microsoft online questions, all those little things.
> Maybe it is indeed my bank? Won't download in the days following download
> into trial, they have to reset something?


Do you download from your other financial institutions?

Who is your bank?

What happens when you try to download from your bank?



  #-1  
Old 02-19-2005, 04:53 PM
Nathan
Guest
 
Posts: n/a
Default Cannot download from bank! Tried all corrective action from...

Using 2005 Money, (small business).
This forum and called Microsoft. I've deleted in full and from the registry
all traces of Money and re-installed.
The only time I was able to download was with the trial software! I checked
the Microsoft online questions, all those little things.
Maybe it is indeed my bank? Won't download in the days following download
into trial, they have to reset something?
Thanks!
 

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action, bank, corrective, download
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