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Old 03-24-2005, 07:51 PM
Tannia
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Default RE: Money 2005 SB

It's just been a horrible ordeal. I lost back to 1997. And all of this
right at income tax time. At this moment I am having to start all over and
re-enter one by one transactions in another program. What make it all worse
though is the fact that they are not facing up to this mess they created. No
public apologies whatsoever have I heard or even received from them. Guess
they forget its the little people that built that company.

"H_Joseph_Hurley" wrote:

- quote -

> Yeah... I think that is the best route. I cannot believe I have to lose 10
> years worth of work in this program. What were they thinking when they
> released this? I know it's Microsoft... but really... this just goes too far.

  #2  
Old 03-24-2005, 05:43 PM
H_Joseph_Hurley
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Default RE: Money 2005 SB

Yeah... I think that is the best route. I cannot believe I have to lose 10
years worth of work in this program. What were they thinking when they
released this? I know it's Microsoft... but really... this just goes too far.
  #1  
Old 03-24-2005, 05:37 PM
Tannia
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Default RE: Money 2005 SB

The one thing I did manage to get help from Microsoft was steps to create a
new money file and steps to take to see if it could possibly be Yodlee with
the problem. It turned out it was not Yodlee it was the 2005 program.

Myself I unloaded the program and turned my issues over to the Better
Business Bureau.


H_Joseph_Hurley" wrote:

- quote -

> I cannot believe this was released. I'm having yet another issue with money
> 2005 small business... any help available would be much appreciated.
> As of this morning, all my online account connection settings for Yodlee are
> gone. Furthermore, if I click the link to try and reset these settings, I
> enter an infinite loop where I can never actually enter the login info for my
> banks. I tried restoring from a backup, but as soon as I login then close
> and reopen... the online settings are gone again. Furthermore, the temp
> accounts it creates cannot even be merged with my existing accounts,
> presumably because the accounts were merged with the previously working
> setups.
> I can deal with Money automatically making my sub-categories main
> categories... I can deal with the incredible slowness... I can even deal with
> the poor reconcilliation of invoice transactions... but if I am not able to
> use the online banking features AT ALL... I seriously think I am going to
> cry. I have been a loyal MS Money user for over 10 years... but if I can't
> get this working... I honestly think I will just abandon my money file and go
> to quicken and start over.
> Any help you could provide would be very much appreciated.

 
Old 03-23-2005, 09:31 AM
Cal Learner-- MVP
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Posts: n/a
Default Re: Money 2005 SB

In microsoft.public.money, H_Joseph_Hurley wrote:

- quote -

> I cannot believe this was released. I'm having yet another issue with money
> 2005 small business... any help available would be much appreciated.
> As of this morning, all my online account connection settings for Yodlee are
> gone. Furthermore, if I click the link to try and reset these settings, I
> enter an infinite loop where I can never actually enter the login info for my
> banks. I tried restoring from a backup, but as soon as I login then close
> and reopen... the online settings are gone again. Furthermore, the temp
> accounts it creates cannot even be merged with my existing accounts,
> presumably because the accounts were merged with the previously working
> setups.
> I can deal with Money automatically making my sub-categories main
> categories... I can deal with the incredible slowness... I can even deal with
> the poor reconcilliation of invoice transactions... but if I am not able to
> use the online banking features AT ALL... I seriously think I am going to
> cry. I have been a loyal MS Money user for over 10 years... but if I can't
> get this working... I honestly think I will just abandon my money file and go
> to quicken and start over.
> Any help you could provide would be very much appreciated.


The important thing at this point, I think, is to not overwrite your
backup file, if it is not too late. Make an extra backup copy, and
make sure that the file is older than when you had this problem.

Not all banks require Passport+Yodlee for online access. Yours does,
apparently. If that is the case, you would probably be better off to
contact Microsoft directly to see if they can help with that.

The problem may well be temporary, and may be resolved automatically
after a period.

Some banks where Money accesses the accounts with Yodlee also offer
website OFX file download. If that is the case, that offers the
alternative for you with what is usually reliable downloads with a
little more manual action on your part.

Alternatively, you could switch to a bank that does the direct
download to Money without the third party involved.


Suggested Backup strategy:

In Tools-> Options-> Backup [M05: Tools-> Settings-> BackupOptions]
I suggest checking
x Automatically backup to hard disk on exit
x Prompt me before backing up each time*
x Make my file small ...

Then periodically, perhaps once per month or more, copy your
latest backup (named differently from your earlier backups) to a
CDR. With XP, this can be a copy and paste operation. Otherwise
use the burning software that came with your CDR drive.

I strongly suggest use of a USB Flash drive also, in addition to
backing up to your hard drive. They typically act like a big
floppy. For a more automated way to make multiple backups, see
Glyn Simpson's method at http://money.mvps.org/backup.aspx


* This has two advantages. You can change the file name
occasionally. I like to pick a name something like money 050311.
Then it is easy to change the name to have multiple backups. The
..mbf extension is automatic. The other advantage is that you can
choose "Don't Back Up, or you change your mind about exiting by
simply clicking the X in the upper right of the pop-up box.
  #-1  
Old 03-23-2005, 06:27 AM
H_Joseph_Hurley
Guest
 
Posts: n/a
Default Money 2005 SB

I cannot believe this was released. I'm having yet another issue with money
2005 small business... any help available would be much appreciated.
As of this morning, all my online account connection settings for Yodlee are
gone. Furthermore, if I click the link to try and reset these settings, I
enter an infinite loop where I can never actually enter the login info for my
banks. I tried restoring from a backup, but as soon as I login then close
and reopen... the online settings are gone again. Furthermore, the temp
accounts it creates cannot even be merged with my existing accounts,
presumably because the accounts were merged with the previously working
setups.
I can deal with Money automatically making my sub-categories main
categories... I can deal with the incredible slowness... I can even deal with
the poor reconcilliation of invoice transactions... but if I am not able to
use the online banking features AT ALL... I seriously think I am going to
cry. I have been a loyal MS Money user for over 10 years... but if I can't
get this working... I honestly think I will just abandon my money file and go
to quicken and start over.

Any help you could provide would be very much appreciated.
 

Tags
2005, money
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