Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
  #5  
Old 03-22-2005, 04:54 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Account Info changes on it's own

In microsoft.public.money, JAD wrote:

- quote -

> "Cal Learner-- MVP" wrote:
> > > From the account list of Money 2005, click Manage Online Services.

> > Select the account, and then select Stop Using Online Services.
> > > I tried that, but "Stop Using Online Services" is not there. Probably

> because it's not setup for online services. For some reason Money keeps
> associating this account with the wrong bank. Even when I manually change it.
> I tried to set up online services for this bank before. I selected a bank
> and found out it was the wrong bank and my bank doesn't offer online
> services. So I canceled it. Now the bank I selected that was the wrong one,
> Money keeps associating that account to it.


Are you able to blank the Financial Institution ? When you then
later change the FI back to your actual bank, be sure to select that
your bank is not on the list.


You might also consider making a copy of your .mny file under a
different name, and, if you are not using Passport features,
File-> PasswordManager-> Change-> DisableMoney'sPassportFeatures.


  #4  
Old 03-22-2005, 12:35 PM
JAD
Guest
 
Posts: n/a
Default Re: Account Info changes on it's own



"Cal Learner-- MVP" wrote:


- quote -

> From the account list of Money 2005, click Manage Online Services.
> Select the account, and then select Stop Using Online Services.

I tried that, but "Stop Using Online Services" is not there. Probably
because it's not setup for online services. For some reason Money keeps
associating this account with the wrong bank. Even when I manually change it.

I tried to set up online services for this bank before. I selected a bank
and found out it was the wrong bank and my bank doesn't offer online
services. So I canceled it. Now the bank I selected that was the wrong one,
Money keeps associating that account to it.
  #3  
Old 03-22-2005, 04:47 AM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Account Info changes on it's own

In microsoft.public.money, JAD wrote:

- quote -

> My bank does not have online services setup for it. When I go to "Manage
> Online Services" my bank is listed under the column that says "these banks do
> not provide automatic online updates".
> When I look at the list of accounts, this bank has a lightning bolt beside
> it. This means that it is set up for online services. And it keeps changing
> the account info to the wrong bank.
> How do I cancel the online services for this bank?


From the account list of Money 2005, click Manage Online Services.
Select the account, and then select Stop Using Online Services.


  #2  
Old 03-22-2005, 04:09 AM
JAD
Guest
 
Posts: n/a
Default RE: Account Info changes on it's own

My bank does not have online services setup for it. When I go to "Manage
Online Services" my bank is listed under the column that says "these banks do
not provide automatic online updates".

When I look at the list of accounts, this bank has a lightning bolt beside
it. This means that it is set up for online services. And it keeps changing
the account info to the wrong bank.

How do I cancel the online services for this bank?


  #1  
Old 03-22-2005, 03:59 AM
JAD
Guest
 
Posts: n/a
Default Re: Account Info changes on it's own

I tried what you said. It changes those too.

My bank is Commercial of PA (in Pennsylvania). I type in the URL and it
works until I close and restart money. Then when I try it, money changes the
URL to another bank, Commercial Bank and Trust (in Georgia).

I don't use Online services with this account. I go to the bank website and
download my transactions into Money.

I just cannot get the correct URL to stay!

"johnbusc[at]hotmail.com" wrote:

- quote -

> JAD,
> Short of not using online services there is no way of getting your bank
> from changing the bank info you entered.
> However, when you go to the Money page where you enter the contact info
> there is a link on the left hand side to update advanced web settings.
> These fields provide entry of alternate url's for specific pages on
> your bank's site. While online updates can sometimes overwrite some or
> all of these you can experiment to see if entering the page you want
> sticks.
> Keep in mind that in order to connect to these pages you need to go to
> the top menu bar and select Favorites--> Favorite Web Sites--> Your
> Banks--> [choose institution here]--> [choose desired page here].
> Can I ask however what you mean by wrong website? Does it take you to
> a different page with your bank OR an unrelated page altogether? If it
> is the former, before entering contact info on the advanced settings
> page use the Favorites menu selections described previously and see if
> your bank automatically enters the page you want under one of the
> advanced fields. If the latter, contact your bank.
> Hope this helps.
> Regards,
> JB
> JAD wrote:
> > Everytime I set the contact info for my bank from the "change account
> > settings" page, it changes on it's own. I put in the address, web

> page,
> > phone number, etc. Then the next time I use money it all goes back

> to the
> > wrong info. Then when I choose "connect to bank" on the left of the

> account
> > register page, it goes to the wrong website.
> > > Is there a way to get Money to stop changing my bank info

> automatically?
> > I'm using Money 2005.
> > > Thanks

 
Old 03-20-2005, 04:40 PM
johnbusc@hotmail.com
Guest
 
Posts: n/a
Default Re: Account Info changes on it's own

JAD,

Short of not using online services there is no way of getting your bank
from changing the bank info you entered.

However, when you go to the Money page where you enter the contact info
there is a link on the left hand side to update advanced web settings.
These fields provide entry of alternate url's for specific pages on
your bank's site. While online updates can sometimes overwrite some or
all of these you can experiment to see if entering the page you want
sticks.

Keep in mind that in order to connect to these pages you need to go to
the top menu bar and select Favorites--> Favorite Web Sites--> Your
Banks--> [choose institution here]--> [choose desired page here].

Can I ask however what you mean by wrong website? Does it take you to
a different page with your bank OR an unrelated page altogether? If it
is the former, before entering contact info on the advanced settings
page use the Favorites menu selections described previously and see if
your bank automatically enters the page you want under one of the
advanced fields. If the latter, contact your bank.

Hope this helps.

Regards,
JB



JAD wrote:
- quote -

> Everytime I set the contact info for my bank from the "change account

> settings" page, it changes on it's own. I put in the address, web

page,
> phone number, etc. Then the next time I use money it all goes back

to the
> wrong info. Then when I choose "connect to bank" on the left of the

account
> register page, it goes to the wrong website.
> Is there a way to get Money to stop changing my bank info

automatically?
> I'm using Money 2005.
> Thanks


  #-1  
Old 03-20-2005, 04:07 AM
JAD
Guest
 
Posts: n/a
Default Account Info changes on it's own

Everytime I set the contact info for my bank from the "change account
settings" page, it changes on it's own. I put in the address, web page,
phone number, etc. Then the next time I use money it all goes back to the
wrong info. Then when I choose "connect to bank" on the left of the account
register page, it goes to the wrong website.

Is there a way to get Money to stop changing my bank info automatically?
I'm using Money 2005.

Thanks

 

Tags
account, info
Similar Threads
Thread Forum Replies Last Post
Money is picking up wrong account info.
kek717: Hi all, I'm new to money and am trying to set up my accounts. I get all the way through the bank selection screen and fill in my info. During...
Microsoft Money 1 03-19-2005 11:13 AM
MSN Account Info
Jason Bade: I originally turned MSN synchronization on. Now, I have selected to turn off synchronization, and when I try to remove my account information from...
Microsoft Money 9 09-30-2004 02:05 AM
Updating account info in 2004
JCS in CO: I got my Fidelity mutual funds set up in Money 2004 and was able to initially download the values of all of them but I have not been able to update...
Microsoft Money 2 08-17-2004 04:50 AM
Downloading bank account info
Daniel Kamm: Money does not record the downloaded information into the register. The file downloads from the bank and the dialog box opens but after answering...
Microsoft Money 4 07-02-2003 07:48 PM



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 06:34 AM.