Yodlee Q&A Thread

Tony,

Now that your version update has completed (per your other thread), has
your MBNA issue been resolved?

Regards,
JB

Tony wrote:
- quote -

> Peter, a while back I contacted you via FatWallet regarding an account
> downloading problem between MBNA and Money 2006. Shortly after I contacted
> you, the problem was resolved.
> Recently I bought a new computer and installed Money 2006 Deluxe on that
> machine since I am migrating. After doing this, the old problem I had
> connecting to MBNA has recurred. Essentially, every time I try to setup MBNA
> I receive an error message saying "Microsoft Money could not receive
> information from your bank or brokerage."
> Can you offer any advice? I notice that on my old machine the version number
> for Money is slightly different than the version number on this new machine,
> but I have no idea how to "force an update" if that is what is needed to
> resolve this. The problem has been ongoing since I moved to the new machine,
> so any automatic updates should have come through the download process.
> Tony

Peter, a while back I contacted you via FatWallet regarding an account
downloading problem between MBNA and Money 2006. Shortly after I contacted
you, the problem was resolved.

Recently I bought a new computer and installed Money 2006 Deluxe on that
machine since I am migrating. After doing this, the old problem I had
connecting to MBNA has recurred. Essentially, every time I try to setup MBNA
I receive an error message saying "Microsoft Money could not receive
information from your bank or brokerage."

Can you offer any advice? I notice that on my old machine the version number
for Money is slightly different than the version number on this new machine,
but I have no idea how to "force an update" if that is what is needed to
resolve this. The problem has been ongoing since I moved to the new machine,
so any automatic updates should have come through the download process.

Tony

Both default to direct services (OFX). See the Are my banks online site at
http://microsoft.com/money.

-Mark
"Jay" <Jay[at]discussions.microsoft.com> wrote in message
news:47F0039E-8CAD-40E7-B85E-D33C0F5A98DC[at]microsoft.com...
- quote -

> Hi Peter, Thanks for your response. Actually the problem is with Money 06
NOT
> Money 04. Would you know if either Wells Fargo or AMEX offer downloads
> through OFX and not Yodlee?
> "Peter Hazlehurst" wrote:
> > Hi, Jay,
> > > Not being the expert on Money, I would say that this is something
unrelated
> > to Yodlee. Since we didn't have any integration in the Money 2004
timeframe.
> > > Tx
> > > P
> > "Mark" <abcd[at]abcd.com> wrote in message
> > news:e4qG5XsvFHA.2516[at]TK2MSFTNGP12.phx.gbl...
> > > Money 2005/6 pulls ALL accounts associated to your credentials with
your
> > > bank.
> > > > > You could:
> > > 1. Mark the accounts you don't want to see as "Closed"
> > > 2. Contact the bank and associate those other accounts to a separate
> > > sign-in
> > > 3. Stick with Money 2004.
> > > > > -Mark
> > > > > "Jay" <Jay[at]discussions.microsoft.com> wrote in message
> > > news:1B8FEEA6-7253-4CB6-9181-0A56B5B10BA6[at]microsoft.com...
> > > > Peter, I have tried to upgratde from 04 to 06 hoever, I am not
allowed to
> > > > select/exclude cartain accounts from my bank. I have several personal
and
> > > > business accounts at Wells Fargo and only want to track/download my
> > > personal
> > > > accounts. However, no matter what set up method I use, Money
downloads
> > > > ALL
> > > > accounts. I have tried a straight so-called upgrade and Money 06
creates
> > > new
> > > > accounts and pulls in the transactions. I've tried upgrading,
disabling
> > > > online services, reenabling online services and selecting & skipping
the
> > > > accounts presented and still the same thing happens. This also occurs
> > > > with
> > > > AMEX. I have sisnce gone back to Money 04. Could this be a problem on
> > > > your
> > > > end that? I have spoken with MS and Wells Fargo and they do not have
an
> > > > answer.
> > > > > > > "Peter Hazlehurst" wrote:
> > > > > > > > Hi,
> > > > > > > > > I've recently taken responsibility for Yodlee's product management
and
> > > > > product lines, in addition to our engineering organization, and
felt
> > > that we
> > > > > haven't done a good enough job in responding directly to consumers'
> > > > > feedback.
> > > > > > > > > I'm starting this thread for anyone that wants to ask questions
about
> > > the
> > > > > Yodlee service either via MS Money 2005/6 or via Yodlee.com.
Hopefully
> > > this
> > > > > will give everyone a chance to hear some communication directly
from us
> > > > > here, as it seems the almost universal #1 piece of feedback is - we
> > > don't do
> > > > > enough.
> > > > > > > > > Please feel free to post a question and I'll respond, typically a
> > > > > couple
> > > of
> > > > > times a day, and going forward, please put Yodlee: in the Message
> > > > > Title,
> > > and
> > > > > it will filter well, and I'll get alerted automagically.
> > > > > > > > > Looking forward to some good dialog.
> > > > > > > > > Regards
> > > > > > > > > Peter Hazlehurst
> > > > > SVP - Engineering
> > > > > Yodlee, Inc.
> > > > > > > > > note: there is an equivalent thread on FatWallet here:
> > > > > > http://www.fatwallet.com/forums/mess...hreadid=511758
> > > > > > > > > > > > > > > > > >

Hi Peter, Thanks for your response. Actually the problem is with Money 06 NOT
Money 04. Would you know if either Wells Fargo or AMEX offer downloads
through OFX and not Yodlee?

"Peter Hazlehurst" wrote:

- quote -

> Hi, Jay,
> Not being the expert on Money, I would say that this is something unrelated
> to Yodlee. Since we didn't have any integration in the Money 2004 timeframe.
> Tx
> P
> "Mark" <abcd[at]abcd.com> wrote in message
> news:e4qG5XsvFHA.2516[at]TK2MSFTNGP12.phx.gbl...
> > Money 2005/6 pulls ALL accounts associated to your credentials with your
> > bank.
> > > You could:
> > 1. Mark the accounts you don't want to see as "Closed"
> > 2. Contact the bank and associate those other accounts to a separate
> > sign-in
> > 3. Stick with Money 2004.
> > > -Mark
> > > "Jay" <Jay[at]discussions.microsoft.com> wrote in message
> > news:1B8FEEA6-7253-4CB6-9181-0A56B5B10BA6[at]microsoft.com...
> > > Peter, I have tried to upgratde from 04 to 06 hoever, I am not allowed to
> > > select/exclude cartain accounts from my bank. I have several personal and
> > > business accounts at Wells Fargo and only want to track/download my
> > personal
> > > accounts. However, no matter what set up method I use, Money downloads
> > > ALL
> > > accounts. I have tried a straight so-called upgrade and Money 06 creates
> > new
> > > accounts and pulls in the transactions. I've tried upgrading, disabling
> > > online services, reenabling online services and selecting & skipping the
> > > accounts presented and still the same thing happens. This also occurs
> > > with
> > > AMEX. I have sisnce gone back to Money 04. Could this be a problem on
> > > your
> > > end that? I have spoken with MS and Wells Fargo and they do not have an
> > > answer.
> > > > > "Peter Hazlehurst" wrote:
> > > > > > Hi,
> > > > > > > I've recently taken responsibility for Yodlee's product management and
> > > > product lines, in addition to our engineering organization, and felt
> > that we
> > > > haven't done a good enough job in responding directly to consumers'
> > > > feedback.
> > > > > > > I'm starting this thread for anyone that wants to ask questions about
> > the
> > > > Yodlee service either via MS Money 2005/6 or via Yodlee.com. Hopefully
> > this
> > > > will give everyone a chance to hear some communication directly from us
> > > > here, as it seems the almost universal #1 piece of feedback is - we
> > don't do
> > > > enough.
> > > > > > > Please feel free to post a question and I'll respond, typically a
> > > > couple
> > of
> > > > times a day, and going forward, please put Yodlee: in the Message
> > > > Title,
> > and
> > > > it will filter well, and I'll get alerted automagically.
> > > > > > > Looking forward to some good dialog.
> > > > > > > Regards
> > > > > > > Peter Hazlehurst
> > > > SVP - Engineering
> > > > Yodlee, Inc.
> > > > > > > note: there is an equivalent thread on FatWallet here:
> > > > > http://www.fatwallet.com/forums/mess...hreadid=511758
> > > > > > > > > > >

Peter -- I didn't see a response to this one I posted awhile back..
here it is again:

Any plans for Yodlee to support Cititrade Investment accounts that are
linked *through* a Citibank banking account? I log into my Citibank
account at citibank.com, it takes me to the banking system, and then
from there I go to "investments", which somehow automatically logs me
in at Cititade.com. I do not have a Cititrade login, but that's the
system I'm in for buying/selling stocks and such.

This is the only account out of all of em that doesn't support
automatic transaction downloading at all.. if Yodlee supported this I'd
never have to enter a transaction again.

Thanks,

-Dan

Hi, Jay,

Not being the expert on Money, I would say that this is something unrelated
to Yodlee. Since we didn't have any integration in the Money 2004 timeframe.

Tx

P
"Mark" <abcd[at]abcd.com> wrote in message
news:e4qG5XsvFHA.2516[at]TK2MSFTNGP12.phx.gbl...
- quote -

> Money 2005/6 pulls ALL accounts associated to your credentials with your
> bank.
> You could:
> 1. Mark the accounts you don't want to see as "Closed"
> 2. Contact the bank and associate those other accounts to a separate
> sign-in
> 3. Stick with Money 2004.
> -Mark
> "Jay" <Jay[at]discussions.microsoft.com> wrote in message
> news:1B8FEEA6-7253-4CB6-9181-0A56B5B10BA6[at]microsoft.com...
> > Peter, I have tried to upgratde from 04 to 06 hoever, I am not allowed to
> > select/exclude cartain accounts from my bank. I have several personal and
> > business accounts at Wells Fargo and only want to track/download my
> personal
> > accounts. However, no matter what set up method I use, Money downloads
> > ALL
> > accounts. I have tried a straight so-called upgrade and Money 06 creates
> new
> > accounts and pulls in the transactions. I've tried upgrading, disabling
> > online services, reenabling online services and selecting & skipping the
> > accounts presented and still the same thing happens. This also occurs
> > with
> > AMEX. I have sisnce gone back to Money 04. Could this be a problem on
> > your
> > end that? I have spoken with MS and Wells Fargo and they do not have an
> > answer.
> > > "Peter Hazlehurst" wrote:
> > > > Hi,
> > > > > I've recently taken responsibility for Yodlee's product management and
> > > product lines, in addition to our engineering organization, and felt
> that we
> > > haven't done a good enough job in responding directly to consumers'
> > > feedback.
> > > > > I'm starting this thread for anyone that wants to ask questions about
> the
> > > Yodlee service either via MS Money 2005/6 or via Yodlee.com. Hopefully
> this
> > > will give everyone a chance to hear some communication directly from us
> > > here, as it seems the almost universal #1 piece of feedback is - we
> don't do
> > > enough.
> > > > > Please feel free to post a question and I'll respond, typically a
> > > couple
> of
> > > times a day, and going forward, please put Yodlee: in the Message
> > > Title,
> and
> > > it will filter well, and I'll get alerted automagically.
> > > > > Looking forward to some good dialog.
> > > > > Regards
> > > > > Peter Hazlehurst
> > > SVP - Engineering
> > > Yodlee, Inc.
> > > > > note: there is an equivalent thread on FatWallet here:
> > > http://www.fatwallet.com/forums/mess...hreadid=511758
> > > > >

Money 2005/6 pulls ALL accounts associated to your credentials with your
bank.

You could:
1. Mark the accounts you don't want to see as "Closed"
2. Contact the bank and associate those other accounts to a separate sign-in
3. Stick with Money 2004.

-Mark

"Jay" <Jay[at]discussions.microsoft.com> wrote in message
news:1B8FEEA6-7253-4CB6-9181-0A56B5B10BA6[at]microsoft.com...
- quote -

> Peter, I have tried to upgratde from 04 to 06 hoever, I am not allowed to
> select/exclude cartain accounts from my bank. I have several personal and
> business accounts at Wells Fargo and only want to track/download my
personal
> accounts. However, no matter what set up method I use, Money downloads ALL
> accounts. I have tried a straight so-called upgrade and Money 06 creates
new
> accounts and pulls in the transactions. I've tried upgrading, disabling
> online services, reenabling online services and selecting & skipping the
> accounts presented and still the same thing happens. This also occurs with
> AMEX. I have sisnce gone back to Money 04. Could this be a problem on your
> end that? I have spoken with MS and Wells Fargo and they do not have an
> answer.
> "Peter Hazlehurst" wrote:
> > Hi,
> > > I've recently taken responsibility for Yodlee's product management and
> > product lines, in addition to our engineering organization, and felt
that we
> > haven't done a good enough job in responding directly to consumers'
> > feedback.
> > > I'm starting this thread for anyone that wants to ask questions about
the
> > Yodlee service either via MS Money 2005/6 or via Yodlee.com. Hopefully
this
> > will give everyone a chance to hear some communication directly from us
> > here, as it seems the almost universal #1 piece of feedback is - we
don't do
> > enough.
> > > Please feel free to post a question and I'll respond, typically a couple
of
> > times a day, and going forward, please put Yodlee: in the Message Title,
and
> > it will filter well, and I'll get alerted automagically.
> > > Looking forward to some good dialog.
> > > Regards
> > > Peter Hazlehurst
> > SVP - Engineering
> > Yodlee, Inc.
> > > note: there is an equivalent thread on FatWallet here:
> http://www.fatwallet.com/forums/mess...hreadid=511758
> >

Peter, I have tried to upgratde from 04 to 06 hoever, I am not allowed to
select/exclude cartain accounts from my bank. I have several personal and
business accounts at Wells Fargo and only want to track/download my personal
accounts. However, no matter what set up method I use, Money downloads ALL
accounts. I have tried a straight so-called upgrade and Money 06 creates new
accounts and pulls in the transactions. I've tried upgrading, disabling
online services, reenabling online services and selecting & skipping the
accounts presented and still the same thing happens. This also occurs with
AMEX. I have sisnce gone back to Money 04. Could this be a problem on your
end that? I have spoken with MS and Wells Fargo and they do not have an
answer.

"Peter Hazlehurst" wrote:

- quote -

> Hi,
> I've recently taken responsibility for Yodlee's product management and
> product lines, in addition to our engineering organization, and felt that we
> haven't done a good enough job in responding directly to consumers'
> feedback.
> I'm starting this thread for anyone that wants to ask questions about the
> Yodlee service either via MS Money 2005/6 or via Yodlee.com. Hopefully this
> will give everyone a chance to hear some communication directly from us
> here, as it seems the almost universal #1 piece of feedback is - we don't do
> enough.
> Please feel free to post a question and I'll respond, typically a couple of
> times a day, and going forward, please put Yodlee: in the Message Title, and
> it will filter well, and I'll get alerted automagically.
> Looking forward to some good dialog.
> Regards
> Peter Hazlehurst
> SVP - Engineering
> Yodlee, Inc.
> note: there is an equivalent thread on FatWallet here:
> http://www.fatwallet.com/forums/mess...hreadid=511758

Hi Kevin, See the 50 or so... but nothing new since about 8/28.... Many/most
of which I posted to.



Tx

P
"Kevin Campbell" <kcampbel[at]nospam.midmaine.com> wrote in message
news:%23Pdy%23i5tFHA.1028[at]TK2MSFTNGP12.phx.gbl...
- quote -

> That's funny I see 50 messages under this thread. Your original plus 49
> others, all threaded properly.
> Kevin
> "Peter Hazlehurst" <peterhazlehurst[at]hotmail.com> wrote in message
> news:OMtQfs1tFHA.2392[at]tk2msftngp13.phx.gbl...
> > Nope... just deleted and readded, and still can't see any new posts > > 8/28... weird.
> > > Is it possible you guys are posting to some "hoster" or something is not
> > actually on Microsoft's Newsgroup?
> > > tx
> > > P
> > "Peter Hazlehurst" <peterhazlehurst[at]hotmail.com> wrote in message
> > news:O4T2Ir1tFHA.1136[at]TK2MSFTNGP12.phx.gbl...
> > > Steve,
> > > > > Something must be broken with the thread. I have been watching it every
> > > day, and this is the first post that I have seen. Let me readd the
> > > account and see if they show up.
> > > > > Tx
> > > > > P
> > > "Steve" <sjcohen730[at]aol.com> wrote in message
> > > news:1126226030.951182.61380[at]g14g2000cwa.googlegroups.com...
> > > > Peter,
> > > > I do not know if you are continuing to monitor this
> > > > microsoft,public money group. If so, it might be beneficial to respond
> > > > to some of the critical comments among the 48 that were posted between
> > > > your initial post on August 23rd and the last post on August 28th. This
> > > > thread will be "dead" real soon. I hope that won't also be true of
> > > > Yodlee. Steve
> > > > > > > > >

That's funny I see 50 messages under this thread. Your original plus 49
others, all threaded properly.

Kevin

"Peter Hazlehurst" <peterhazlehurst[at]hotmail.com> wrote in message
news:OMtQfs1tFHA.2392[at]tk2msftngp13.phx.gbl...
- quote -

> Nope... just deleted and readded, and still can't see any new posts > 8/28... weird.
> Is it possible you guys are posting to some "hoster" or something is not
> actually on Microsoft's Newsgroup?
> tx
> P
> "Peter Hazlehurst" <peterhazlehurst[at]hotmail.com> wrote in message
> news:O4T2Ir1tFHA.1136[at]TK2MSFTNGP12.phx.gbl...
> > Steve,
> > > Something must be broken with the thread. I have been watching it every
> > day, and this is the first post that I have seen. Let me readd the
> > account and see if they show up.
> > > Tx
> > > P
> > "Steve" <sjcohen730[at]aol.com> wrote in message
> > news:1126226030.951182.61380[at]g14g2000cwa.googlegroups.com...
> > > Peter,
> > > I do not know if you are continuing to monitor this
> > > microsoft,public money group. If so, it might be beneficial to respond
> > > to some of the critical comments among the 48 that were posted between
> > > your initial post on August 23rd and the last post on August 28th. This
> > > thread will be "dead" real soon. I hope that won't also be true of
> > > Yodlee. Steve
> > > >

Nope... just deleted and readded, and still can't see any new posts 8/28... weird.

Is it possible you guys are posting to some "hoster" or something is not
actually on Microsoft's Newsgroup?

tx

P
"Peter Hazlehurst" <peterhazlehurst[at]hotmail.com> wrote in message
news:O4T2Ir1tFHA.1136[at]TK2MSFTNGP12.phx.gbl...
- quote -

> Steve,
> Something must be broken with the thread. I have been watching it every
> day, and this is the first post that I have seen. Let me readd the account
> and see if they show up.
> Tx
> P
> "Steve" <sjcohen730[at]aol.com> wrote in message
> news:1126226030.951182.61380[at]g14g2000cwa.googlegroups.com...
> > Peter,
> > I do not know if you are continuing to monitor this
> > microsoft,public money group. If so, it might be beneficial to respond
> > to some of the critical comments among the 48 that were posted between
> > your initial post on August 23rd and the last post on August 28th. This
> > thread will be "dead" real soon. I hope that won't also be true of
> > Yodlee. Steve
>

Steve,

Something must be broken with the thread. I have been watching it every day,
and this is the first post that I have seen. Let me readd the account and
see if they show up.

Tx

P
"Steve" <sjcohen730[at]aol.com> wrote in message
news:1126226030.951182.61380[at]g14g2000cwa.googlegroups.com...
- quote -

> Peter,
> I do not know if you are continuing to monitor this
> microsoft,public money group. If so, it might be beneficial to respond
> to some of the critical comments among the 48 that were posted between
> your initial post on August 23rd and the last post on August 28th. This
> thread will be "dead" real soon. I hope that won't also be true of
> Yodlee. Steve

Peter,
I do not know if you are continuing to monitor this
microsoft,public money group. If so, it might be beneficial to respond
to some of the critical comments among the 48 that were posted between
your initial post on August 23rd and the last post on August 28th. This
thread will be "dead" real soon. I hope that won't also be true of
Yodlee. Steve

Thought of another question, unreleated to the first

Any plans for Yodlee to support Cititrade Investment accounts that are
linked *through* a Citibank banking account? I log into my Citibank
account at citibank.com, it takes me to the banking system, and then
from there I go to "investments", which somehow automatically logs me
in at Cititade.com. I do not have a Cititrade login, but that's the
system I'm in for buying/selling stocks and such.

This is the only account out of all of em that doesn't support
automatic transaction downloading at all.. if Yodlee supported this I'd
never have to enter a transaction again.

-Dan


Peter Hazlehurst wrote:
- quote -

> Hi,
> I've recently taken responsibility for Yodlee's product management and
> product lines, in addition to our engineering organization, and felt that we
> haven't done a good enough job in responding directly to consumers'
> feedback.
> I'm starting this thread for anyone that wants to ask questions about the
> Yodlee service either via MS Money 2005/6 or via Yodlee.com. Hopefully this
> will give everyone a chance to hear some communication directly from us
> here, as it seems the almost universal #1 piece of feedback is - we don't do
> enough.
> Please feel free to post a question and I'll respond, typically a couple of
> times a day, and going forward, please put Yodlee: in the Message Title, and
> it will filter well, and I'll get alerted automagically.
> Looking forward to some good dialog.
> Regards
> Peter Hazlehurst
> SVP - Engineering
> Yodlee, Inc.
> note: there is an equivalent thread on FatWallet here:
> http://www.fatwallet.com/forums/mess...hreadid=511758

I have used the Yodlee site and last year did see the some problems from
that site. As you said, when I reported them to your help desk they got
resolved quickly. I also have noticed that you support FI's and
accounts at FI's that Money 2005 and 06 do not support. I have reported
some of these (ie, TIAA-CREF and my line of credit at BoA) to Money with
only answer from them being -- we Money do not support these as result
of decisions with interface to Yodlee. Your site is impressive.

I used to see duplications by simply performing an update now, accepting
the transactions and then immediately performing the same update now a
second time. Since I have dropped all accounts that use Yodlee I can no
longer confirm that this is the case.

Very impressive product and thanks for your answers here.

Art McClinton

Peter Hazlehurst wrote:

- quote -

> Hi,
> Not a perfect answer, but here's what I'd suggest (and it is a bit
> involved).
> To eliminate whether it is a Money problem or not, if you can add the same
> account to Yodlee.com and have a look at the data. If the data also has an
> issue, then there's something we at Yodlee can do about it.
> We reasonably rarely have problems of debits v credits, and so if you have a
> particular issue at the moment, please private message me on FatWallet:
> phazlehurst.
> As to the problem "fixing itself", if it is a data thing, then that is
> usually the result of one of my team seeing it on a alert monitor and fixing
> the agent. For high volume sites, we tend to fix things in <24hrs... for
> lower volume < 48 and lowest (10s of users) we are now aging at around 7
> days or so.
> I haven't experienced the duplication problem myself - but clearly others
> have. Let me have a play with it and see if I can. Can you (or anyone on the
> group) give me an idea if it is certain types of accounts or something
> constant that I can work with?

Hey Peter, thanks for responding..

No problems at the moment, but I'll keep your fatwallet id handy just
in case. I do have an account at Yodlee.com and have never seen any
problems there, even when there were issues with Money. Which I
realize suggests that the issues were always on MS' side. At one point
however Money support told me to open a Yodlee ticket (which,
incidentally, went unanswered).

Anyway, http://support.microsoft.com/default...b;en-us;890440
details the problem with the "matching downloaded transactions" thing
(for a laugh, check out Solution 3, which essentially says "live with
it"). Note in the "applies to" section it doesn't list MS Money 06,
and I've heard from other people here that this issue is fixed in the
new version. I guess what I'd like to know is why MS doesn't put out a
patch to address in 05 (it still is 2005, afterall). Obviously I don't
expect you to know the answer to this.

Thanks again!

- quote -

> > > I wonder how that parsed data passes to Microsoft from you. Is it
> QIF, OFX, or something else?
<<

Microsoft uses our SDK to get access to data. It is server-to-server and
locked down very tight. There'd be no log that would be able to be "bubbled
up" to a consumer per se. We don't use QIF/OFX etc between us.


--
Tx

P

Peter Hazlehurst
SVP - Engineering
Yodlee, Inc.


"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:ujhug11a6g9s9ivjrhk43p16906bgnsmnp[at]4ax.com...
- quote -

> In microsoft.public.money, Peter Hazlehurst wrote:
> > > Some comments...
> > > > > 1. If a Money user turns on logging during statement download and
> > > processing, there are log files generated in the same directory as
> > > the Money file of the form *R?.txt.<<
> > > Not sure. That's really a MS Money question... I'll ask around.
> No log file is available via that Money process for transactions
> that pass via Yodlee.
> I wonder how that parsed data passes to Microsoft from you. Is it
> QIF, OFX, or something else?
> > > > > > 2. If a Money 2006 has 5 institutions set up for online access, and
> > > 4 of them have available direct access without the asterisk (i.e.,
> > > OFX) does Yodlee get involved in accessing data for just the one FI,
> > > or for all 5?<<
> > > I am pretty sure we are only involved in the fifth one.
> I also got conformation on that.
> > > Microsoft uses us to get access to the many sites that don't support OFX
> > or
> > equivalent standards based connections.
> > > For the record, we also take advantage of any structured data we find on
> > the
> > net, and so our reliability for many of the top banks is actually very
> > high.
> > The challenge is in the smaller banks, credit unions and billers etc,
> > where
> > we have small numbers of users, and therefore the error rates don't hit
> > our
> > radar.

Hi,

Not a perfect answer, but here's what I'd suggest (and it is a bit
involved).

To eliminate whether it is a Money problem or not, if you can add the same
account to Yodlee.com and have a look at the data. If the data also has an
issue, then there's something we at Yodlee can do about it.

We reasonably rarely have problems of debits v credits, and so if you have a
particular issue at the moment, please private message me on FatWallet:
phazlehurst.

As to the problem "fixing itself", if it is a data thing, then that is
usually the result of one of my team seeing it on a alert monitor and fixing
the agent. For high volume sites, we tend to fix things in <24hrs... for
lower volume < 48 and lowest (10s of users) we are now aging at around 7
days or so.

I haven't experienced the duplication problem myself - but clearly others
have. Let me have a play with it and see if I can. Can you (or anyone on the
group) give me an idea if it is certain types of accounts or something
constant that I can work with?


--
Tx

P

Peter Hazlehurst
SVP - Engineering
Yodlee, Inc.



"Dan" <danf879[at]gmail.com> wrote in message
news:1125113410.155273.63900[at]g44g2000cwa.googlegroups.com...
- quote -

> Here's a question for ya Peter.. when we experience a problem with
> Yodlee updates in MS Money, what's the better thing to do, open a
> ticket with MS or with Yodlee? Ocassionally I've noticed things like
> credits being inserted as debits, and when I've gone to MS support they
> seem clueless, asking me to clear my IE cache, etc. After going back
> and forth with them for a few days the problem usually fixes itself,
> but i feel like I've wasted my time.
> Also: what's the deal with the bug where transactions are downloaded
> repetedly and require re-matching in MS Money 2005? Was that a Yodlee
> problem or a Money problem? It's really annoying to no end, occurs
> only in Yodlee-linked accounts, and honestly, I don't feel like
> upgrading to Money 06 to fix it. Is there any way around this or did
> MS just feel like not putting out a patch to fix that issue?
> Thanks!
> -Dan

Here's a question for ya Peter.. when we experience a problem with
Yodlee updates in MS Money, what's the better thing to do, open a
ticket with MS or with Yodlee? Ocassionally I've noticed things like
credits being inserted as debits, and when I've gone to MS support they
seem clueless, asking me to clear my IE cache, etc. After going back
and forth with them for a few days the problem usually fixes itself,
but i feel like I've wasted my time.

Also: what's the deal with the bug where transactions are downloaded
repetedly and require re-matching in MS Money 2005? Was that a Yodlee
problem or a Money problem? It's really annoying to no end, occurs
only in Yodlee-linked accounts, and honestly, I don't feel like
upgrading to Money 06 to fix it. Is there any way around this or did
MS just feel like not putting out a patch to fix that issue?

Thanks!

-Dan

Right. I thought YOUR name was so cool it HAD to be a pseudonym. Or rather,
for this group, a nom de guerre.

Susan


"Peter Hazlehurst" <peterhazlehurst[at]hotmail.com> wrote in message
news:uyRTljlqFHA.2968[at]TK2MSFTNGP10.phx.gbl...
- quote -

>
> My name's not that creepy... I kind of like it.
> --
> Tx
> P
> Peter Hazlehurst
> SVP - Engineering
> Yodlee, Inc.
> "harrelsonesq" <harrelsonesq2[at]yahoo.com> wrote in message
> news:u8AQPrfqFHA.2880[at]TK2MSFTNGP12.phx.gbl...
> > I have a dumb question for Peter -- what's up with the creepy name?
> > > Sounds semi-sacred and semi-slapstick. The cognitive dissonance does not
> > inspire trust.
> > > Susan
> > > > "Peter Hazlehurst" <peterhazlehurst[at]hotmail.com> wrote in message
> > news:uLUiEbAqFHA.3160[at]TK2MSFTNGP14.phx.gbl...
> > > Hi,
> > > > > I've recently taken responsibility for Yodlee's product management and
> > > product lines, in addition to our engineering organization, and felt
> > > that we haven't done a good enough job in responding directly to
> > > consumers' feedback.
> > > > > I'm starting this thread for anyone that wants to ask questions about
> > > the Yodlee service either via MS Money 2005/6 or via Yodlee.com.
> > > Hopefully this will give everyone a chance to hear some communication
> > > directly from us here, as it seems the almost universal #1 piece of
> > > feedback is - we don't do enough.
> > > > > Please feel free to post a question and I'll respond, typically a couple
> > > of times a day, and going forward, please put Yodlee: in the Message
> > > Title, and it will filter well, and I'll get alerted automagically.
> > > > > Looking forward to some good dialog.
> > > > > Regards
> > > > > Peter Hazlehurst
> > > SVP - Engineering
> > > Yodlee, Inc.
> > > > > note: there is an equivalent thread on FatWallet here:
> > > http://www.fatwallet.com/forums/mess...hreadid=511758
> > > >