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| Hello Don, You wrote in conference microsoft.public.money on Mon, 7 Nov 2005 17:24:23 -0500: DA> I have two banks set up with the same bank, with two different DA> user/password combos. That's because we have accounts with different DA> people accessing them (wife, daughter, husband), but there is overlap DA> on the two accounts also (for example, joint checking). I am using DA> Money 2006. DA> I have carefully set up and resetup these accounts to only bring down DA> the transactions into a specific account (ie checking) one time, yet it DA> creates new accounts for all of them in both user/password pairs. I DA> close the accounts I don't care about, but Money still downloads DA> transactions to them! SO for example, it creates a second credit card DA> account, a second checking account, etc. All closed, but all download DA> transactions anyway! Yes. Closing the account does not prevent from downloading new transactions into it. DA> I have to change reports to not include closed accounts, and it creates DA> dupe payees when I don't accept the transactions. Every Microsoft representative will readily tell you how deeply they understand your problem and how terribly they are sorry for the inconvenience it might have caused. They are always on your side, already for the 2nd release where this effect is present. DA> I have this problem with other accoutns too (like mutual funds). Is DA> this a bug? No, it is by design. It was made in Money 2005. In 2006 there was a radical improvement: the duplicate account now becomes closed, which, however, does not prevent downloading duplicate transactions and reporting them in 1,000 places, screwing pretty much everything. But hold on, we are now only one step/one year/one release/one$70 payment for the product, or whatever it costs today, from the ultimate solution of not downloading the transactions, like it was only 2 releases ago. DA> How can I get Money to only download transactions for the accounts I DA> specify in each user/password online account in MOney? You can't. Open a tech support incident with Microsoft, listen to their recommendation, which will be closing other bank accounts; keep the incident open as long as you can, escalate it as high as you can - all this will increase the chance of common sense to prevail in the next version by 0.0001%. If sufficient number of customers (like, 10,000) do the same, the chance will increase to 1%. United, we stand. Vadim |
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| Because the assumption of the M05+ Yodlee design is that if the bank says it, it's gospel and you need it in your Money file. "Don Awalt" <donawalt[at]removethisgmail.com> wrote in message news:%23pFcCo%234FHA.3588[at]TK2MSFTNGP15.phx.gbl... - quote - > I have two banks set up with the same bank, with two different > user/password combos. That's because we have accounts with different people > accessing them (wife, daughter, husband), but there is overlap on the two > accounts also (for example, joint checking). I am using Money 2006. > I have carefully set up and resetup these accounts to only bring down the > transactions into a specific account (ie checking) one time, yet it > creates new accounts for all of them in both user/password pairs. I close > the accounts I don't care about, but Money still downloads transactions to > them! SO for example, it creates a second credit card account, a second > checking account, etc. All closed, but all download transactions anyway! > I have to change reports to not include closed accounts, and it creates > dupe payees when I don't accept the transactions. > I have this problem with other accoutns too (like mutual funds). Is this a > bug? How can I get Money to only download transactions for the accounts I > specify in each user/password online account in MOney? > Thanks |
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| I have two banks set up with the same bank, with two different user/password combos. That's because we have accounts with different people accessing them (wife, daughter, husband), but there is overlap on the two accounts also (for example, joint checking). I am using Money 2006. I have carefully set up and resetup these accounts to only bring down the transactions into a specific account (ie checking) one time, yet it creates new accounts for all of them in both user/password pairs. I close the accounts I don't care about, but Money still downloads transactions to them! SO for example, it creates a second credit card account, a second checking account, etc. All closed, but all download transactions anyway! I have to change reports to not include closed accounts, and it creates dupe payees when I don't accept the transactions. I have this problem with other accoutns too (like mutual funds). Is this a bug? How can I get Money to only download transactions for the accounts I specify in each user/password online account in MOney? Thanks |
| Tags |
| accounts, closed, import, money, transactions |
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