If you are making it work, that's great. Not all users know how to do this,
accept that there are some issues that Money simply can't overcome like bad
payee names, or have FIs that support this in reliable ways. Many users also
expect this to do more of the hard work for them (splitting a paycheck, say,
or recognizing that a downloaded transaction really is the same as a merely
similar looking scheduled item). Some users just don't begin to know enough
about how Money works to get around any issues that the downloaded
transaction data brings along for the ride.

Many of the issues discussed in this thread came with the "3rd party"
downloads (see http://umpmfaq.info/faqdb.php?q=171 for more information) and
coupling of this method to Passport and Synch With the Web. This is not an
issue with M03 nor, apparently, with your FIs.

But beware: the day is coming when your ability to download into M03 will
cease.

"DR support" <DRsupport[at]discussions.microsoft.com> wrote in message
news:BA6A118D-CF0C-4B9D-862C-90F972DBAD23[at]microsoft.com...
- quote -

Do the issues you are mentioning only show up in the later versions of

Money. Is there a way to disable the download feature after the account
was
set-up?

DR,
The KEY to using downloads is to KNOW what is reasonable from the
results. You say you miss some ATM transactions. It seems to me that if
you stop at your bank a pick up $100 cash on the way home from work,
you can go to your computer that night to enter the transaction. Some
will wait a week and then download everything and ACCEPT whatever the
download says. To me, that is NOT managing your personal finances. YOU
have to KNOW what is happening to your money. Not relying on a computer
download. JMHO. Steve

you guys are scaring this novice. We've got Money 2003. I download so that
the non check transactions don't get forgotten: ATM and autopays. The
ability to download was also helpful when we couldn't find a statement.

Do the issues you are mentioning only show up in the later versions of
Money. Is there a way to disable the download feature after the account was
set-up?

"Glenn B." wrote:

- quote -

Steve and Dick,

Great points! I will further say that I will never manage my money totally
online via a web browser and move away from desktop software. While I do use
the passport as a convenience to me, relying upon it solely to manage my
money is out of the question.

Glenn


"Steve" <sjcohen730[at]aol.com> wrote in message
news:1136245106.150757.309250[at]z14g2000cwz.googlegroups.com...
- quote -

But you can get around 100% of it. Tell it you Decline Passport. Tell
it the
bank for the account is Not Listed and then type the name in yourself
if you
want it in the database for reference. And don't download transactions.



Dick's response above should be followed by all new users of Money.
They should LEARN how the product works and what it does BEFORE they
decide to DOWNLOAD every piece of data involving their personal
information because they either think it is "cool" to not input their
data manually using their own brains, or they really just want to use
the product for "fun" with no real intent to manage their personal
finances. Money 2006 is a GREAT tool that costs only $25. For those of
us who have used it for a number of years to manage our personal
finances effectively, we sometimes wonder why these fairly new users
continue to spend the considerable time necessary to "attempt" to stay
ahead of the technological curve by doing less and receiving more crap
data that needs to be manually changed anyway. Steve

Microsoft wants to encourage you to use a Passport and to be online to
create a new account and on and on. They do this for two reasons: 1) They
want to soften you up for a future where there is no local application and
everything is a web service, and 2) They think the target Money user will
only stay with it if they make everything as absolutely "simple" and
"effortless" and allow them to "Avoid typing" and the prime way they do this
is e-connection to banks or, much more frequently, to a thing called Yodlee.
Yodlee learns how you login to your bank's website and then uses this
knowledge to impersonate you on Money's behalf. Anyway, all of this explains
why you are seeing what you are seeing.

But you can get around 100% of it. Tell it you Decline Passport. Tell it the
bank for the account is Not Listed and then type the name in yourself if you
want it in the database for reference. And don't download transactions.

"Bummed in TX" <Bummed in TX[at]discussions.microsoft.com> wrote in message
news:3CEC9B23-72E8-433A-92C1-0C2FF1BCB0A0[at]microsoft.com...
- quote -

In microsoft.public.money, Bummed in TX <Bummed in
TX[at]discussions.microsoft.com> wrote:

- quote -

Passport is not a requirement. If you are creating a new file, you
can select Decline.

I am thoroughly disappointed my Money trial and I'm only 3 days into it. As
some background, I was a longtime Money user who two years ago switched to
Quicken (for a variety of reasons). I have a home network that has a router
/ firewall and Zone Alarm personal firewall. I have had this in place for
over 2 years with no problems using any applications. I am secure,
understand networks and manage my network myself.

I recently tried to upgrade to Quicken 2006 and had nothing but problems in
getting connected to the internet in the new version. There are numerous
references to this on their own website and elsewhere on the net. Their
support personnel noted they are aware of the issues, but that Quicken only
supports certain firewalls (wouldn't tell me what the approved list is --
though shouldn't matter as Zone Alarm and NetGear are very widely implemented
systems).

So, I decided to go back to my good ol' Money thinking the integration with
IE and the web would be easier; my thinking was "all my other apps work in
this environment, Intuit just screwed up".

I downloaded the Money trial and then tried to connect. I wasn't excited to
see the requirement for a Passport, but I went along and used mine. Ever
since, I am ALWAYS getting the "...sign-in information could not be
verified..." error. I then went through their 11-step error correction
process (http://support.microsoft.com/kb/891338 -- what a joke) only to have
the connection session hanging for the past 15 minutes. What have Intuit and
Microsoft decided to do to make this "better"; by adding their own forced
network security because of all the people who have no clue what they are
doing? That's great -- for them, but those of us who know how to secure our
networks should have the option of turning that off.

Also, what is with the requirement to be on-line to add a new account? This
is just not right ...

I feel like I'm trapped in this application hell, brought on by upgrades to
2006 versions. Unless someone gives me some solid information on valid fixes
for these issues, I am going back to Quicken 2005.

Any help (other than opening up a port as part of a DMZ, or purchasing of
more firewall software, or turning off of my existing firewalls) is greatly
appreciated.

Bummed in Texas