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#15
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| That is caused by the fact that the information in the OFX file to avoid it is not available on the screen. Yodlee attempts to mimic it internally and then the information is passed to Money using QIF files which have no way of determining that it was already imported so that it can be skipped. You can see the same if you download QIF files manually from an institution (Corporate Diners card is one such example). Art Carole wrote: - quote - > Chris thank you for clearing that up. I just posted I didn't know how they > did it. So they don't have access to the electronic files, just what is > seen on the screen? Maybe I should read what they say on Yodlee.com .> I still don't get it why I get double downloads after it's been > Electronically cleared. Oh well, I'm not going to dwell on it. |
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#14
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| Chris thank you for clearing that up. I just posted I didn't know how they did it. So they don't have access to the electronic files, just what is seen on the screen? Maybe I should read what they say on Yodlee.com .I still don't get it why I get double downloads after it's been Electronically cleared. Oh well, I'm not going to dwell on it. "Chris Cowles" <spam_magnet[at]remove-me-bellsouth.net> wrote in message news:ONZiG5HIGHA.916[at]TK2MSFTNGP10.phx.gbl... - quote - > "Chuck" <skilover_nospam[at]bluebottle.com> wrote in message > news:OTbBf.3884$Ez3.636[at]trnddc03... > > > Dang, that makes reconciling hard. What was so difficult about > > downloading a statement from the bank and reconciling? The only time I > > have a problem is if (1) I entered something wrong, in which case > > downloading points that out, or (2) a really old check finally clears > > the bank and money tries to match it do the wrong transaction. > What Bob is referring to is that Yodlee uses 'screen-scraping' technology > and is dependent on the format of the screens remaining static. It looks > for the first field following the word Bank in bold, for example, as the > place to enter your user ID. If the bank changes it to not bold, or moves > the user ID so it's on the next line, screen-scraping chokes. The bank > doesn't ask Yodlee's permission, or even notify them, of the change. Why > should they? > -- > Chris Cowles > Gainesville, FL |
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#13
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| "Carole" <myname[at]home.net> wrote in message news:mLGdndbsuapLCkjeRVn-uA[at]giganews.com... - quote - > Why is it if I manually download a file in Money format (as I do with
That would be a Yodlee/Money interface problem. If you have an account on> Beneficial) it matches fine, but when I download it through Yodlee it > doesn't. Yodlee (free for the asking, I think), and the information looks correct there, then they're getting it right from the bank. No telling where the error is downstream of that. |
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#12
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| Why is it if I manually download a file in Money format (as I do with Beneficial) it matches fine, but when I download it through Yodlee it doesn't. That one got me. Beneficial offers downloads in 4 or 5 formats... maybe Yodlee isn't picking the best. I will admit, I'm not sure how Yodlee runs technically. PNC uses a quicken format that can only be downloaded if you own Quicken... no direct link off their site, only through the quicken program. I am happy here that Money 2005 made it possible to get these files, I hate updating from paper .I've been using Money since 98. Overall I'm very happy with it. But as I said, getting back to the topic, I will be sure to check the website first before messing with my computer file to make sure the problem is not with the bank or yodlee. "Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in message news:%23pPAQEFIGHA.1388[at]TK2MSFTNGP11.phx.gbl... - quote - > OTOH, downloading statement data is the only function in Money that relies > exclusively on downloaded data to work. > "Carole" <myname[at]home.net> wrote in message > news:xsidnZqCmujKv0jenZ2dnUVZ_tidnZ2d[at]giganews.com... > > So I had no other way of > > getting statements to download to Money PERIOD. |
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#11
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| "Chuck" <skilover_nospam[at]bluebottle.com> wrote in message news:OTbBf.3884$Ez3.636[at]trnddc03... - quote - > Dang, that makes reconciling hard. What was so difficult about
What Bob is referring to is that Yodlee uses 'screen-scraping' technology> downloading a statement from the bank and reconciling? The only time I > have a problem is if (1) I entered something wrong, in which case > downloading points that out, or (2) a really old check finally clears > the bank and money tries to match it do the wrong transaction. and is dependent on the format of the screens remaining static. It looks for the first field following the word Bank in bold, for example, as the place to enter your user ID. If the bank changes it to not bold, or moves the user ID so it's on the next line, screen-scraping chokes. The bank doesn't ask Yodlee's permission, or even notify them, of the change. Why should they? -- Chris Cowles Gainesville, FL |
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#10
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| Bob Peel, MVP wrote: - quote - > I have been using Money since '95 and I have never ever downloaded. I tried
Dang, that makes reconciling hard. What was so difficult about> it once and it was so much hassle matching transactions that I vowed never > ever again. > I have all my bills in the Money bills section and at the end of the month > use a paper statement from my Bank to reconcile. IMHO there is more hassle > downloading than spending a v little time doing manual input/reconcile. > Banks have worked out that a) they don't want to work directly with Money > and b) by making a v small change to their screen layout (without even > trying) they can scr*w Yodlee et al and drive you back into using their > systems and sales pitches. YMMV. downloading a statement from the bank and reconciling? The only time I have a problem is if (1) I entered something wrong, in which case downloading points that out, or (2) a really old check finally clears the bank and money tries to match it do the wrong transaction. -- To reply by email remove "_nospam" |
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#9
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| I have been using Money since '95 and I have never ever downloaded. I tried it once and it was so much hassle matching transactions that I vowed never ever again. I have all my bills in the Money bills section and at the end of the month use a paper statement from my Bank to reconcile. IMHO there is more hassle downloading than spending a v little time doing manual input/reconcile. Banks have worked out that a) they don't want to work directly with Money and b) by making a v small change to their screen layout (without even trying) they can scr*w Yodlee et al and drive you back into using their systems and sales pitches. YMMV. -- Regards Bob Peel, Microsoft MVP - Money For UK tips & fixes see http://support.microsoft.com/default...d=fh;EN-GB;mny. I do not respond to any emails that I have not specifically asked for. "Carole" <myname[at]home.net> wrote in message news:xsidnZqCmujKv0jenZ2dnUVZ_tidnZ2d[at]giganews.com... - quote - > Well I contacted MS on Friday and they agreed that the problem I was > having with PNC was not due to corruption of my file, but a problem > synchronizing with Yodlee. They said they would contact Yodlee and have > someone call me this week. I didn't get a phone call, but was able to > download the statements today. Well that is to the newly created account, > that I then had to merge. Wish I hadn't tried fixing my Money file, now I > have to deal with merging accounts. I'm positive now there was a problem > last week also with PNC bank due to Yodlee's synchronization. Next time > I'll check it from the Money site first! > Regarding being lucky. I have to agree with JB. The only reason I use > Yodlee with PNC bank, is it is one of the few banks that doesn't offer > electronic downloads unless you have Quicken. So I had no other way of > getting statements to download to Money PERIOD. When I do this I always > get doubles, have to delete the first one and re-enter the newest. So > it's no gem. > One of the other banks I use to download manually is Beneficial bank. > I've tried integrating Yodlee with this account and have had too many > problems with doubles etc. I found it best to stick with manual for this > bank. > So re: PNC bank, I'd be so happy to download manually. > Carole > <johnbusc[at]hotmail.com> wrote in message > news:1137856456.316348.215100[at]g49g2000cwa.googlegroups.com... > > Jim wrote: > > > Lucky for you all, I have to manually enter all my accounts. > > > Why would you consider those who are having problems as lucky? There > > are many on this newsgroup who would consider you the lucky one! > > > JB > |
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#8
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| OTOH, downloading statement data is the only function in Money that relies exclusively on downloaded data to work. "Carole" <myname[at]home.net> wrote in message news:xsidnZqCmujKv0jenZ2dnUVZ_tidnZ2d[at]giganews.com... - quote - > So I had no other way of > getting statements to download to Money PERIOD. |
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#7
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| Well I contacted MS on Friday and they agreed that the problem I was having with PNC was not due to corruption of my file, but a problem synchronizing with Yodlee. They said they would contact Yodlee and have someone call me this week. I didn't get a phone call, but was able to download the statements today. Well that is to the newly created account, that I then had to merge. Wish I hadn't tried fixing my Money file, now I have to deal with merging accounts. I'm positive now there was a problem last week also with PNC bank due to Yodlee's synchronization. Next time I'll check it from the Money site first! Regarding being lucky. I have to agree with JB. The only reason I use Yodlee with PNC bank, is it is one of the few banks that doesn't offer electronic downloads unless you have Quicken. So I had no other way of getting statements to download to Money PERIOD. When I do this I always get doubles, have to delete the first one and re-enter the newest. So it's no gem. One of the other banks I use to download manually is Beneficial bank. I've tried integrating Yodlee with this account and have had too many problems with doubles etc. I found it best to stick with manual for this bank. So re: PNC bank, I'd be so happy to download manually. Carole <johnbusc[at]hotmail.com> wrote in message news:1137856456.316348.215100[at]g49g2000cwa.googlegroups.com... - quote - > Jim wrote: > > Lucky for you all, I have to manually enter all my accounts. > Why would you consider those who are having problems as lucky? There > are many on this newsgroup who would consider you the lucky one! > JB |
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#6
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| Jim wrote: - quote - > Lucky for you all, I have to manually enter all my accounts.
Why would you consider those who are having problems as lucky? Thereare many on this newsgroup who would consider you the lucky one! JB |
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#5
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| Lucky for you all, I have to manually enter all my accounts. I have Teachers Federal Credit Union , and for my retirement plan I have Guardian Life Insurance Company of America (www.guardianretirement.com). "RKrider" wrote: - quote - > It does seem strange that it works with directly with Yodlee. I wasn't crazy > about this auto-update stuff at first and stayed with Money 2004. Tried Money > 05 and never could get it to work right, so I sent it back. Money 06 worked > great right out of the box and continued to, until Boa changed their log-in > procedure. Now I'm back to manual downloads with Boa. Too bad, I liked the > auto-update feature. Well at least it still works with my other accounts . > Steve > "akg" wrote: > > > But the fact is that BoA (and others) still work on yodlee.com directly. > > So, the problem is not with yodlee per se, but the interface with money. |
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#4
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| It does seem strange that it works with directly with Yodlee. I wasn't crazy about this auto-update stuff at first and stayed with Money 2004. Tried Money 05 and never could get it to work right, so I sent it back. Money 06 worked great right out of the box and continued to, until Boa changed their log-in procedure. Now I'm back to manual downloads with Boa. Too bad, I liked the auto-update feature. Well at least it still works with my other accounts . Steve "akg" wrote: - quote - > But the fact is that BoA (and others) still work on yodlee.com directly. > So, the problem is not with yodlee per se, but the interface with money. |
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#3
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| But the fact is that BoA (and others) still work on yodlee.com directly. So, the problem is not with yodlee per se, but the interface with money. "RKrider" wrote: - quote - > As I stated in a previous post, I'm not able to use the auto-update feature > to down load Bank of America account info. I sent an email to Ms Support > regarding this and received the following: > "Based on the current research, I would like to let you know that Bank of > America (California) implemented a new security feature named "SiteKey", > which requires us to identify an image besides entering the log-on > information. Thus, the account information cannot be downloaded from the > financial ins > titution into Microsoft Money 2006. > Recently, we have received a few feedbacks from several customers pertaining > to this issue. After collecting the relevant information, we have immediately > reported the issue to our Product Group for further investigation. Microsoft > and Yodlee, one of our partners, are working closely with the finan > cial institution and making every effort to resolve the issue as soon as > possible. Your continuous patience and understanding are highly appreciated. > At this time, I suggest we visit the financial institution's website, > manually download the statement files to the local hard drive, and import > them into Microsoft Money 2006. " > It sure would have been nice if Ms would have posted this so folks don't > spend a lot time trying to fix something that they can't. > Steve |
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#2
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| I can't update Boa on the Money web site either. I'm not familiar with PNC, so I can't say for sure, but I would guess that the problem is with the Yodlee service. Good luck Steve "Carole" wrote: - quote - > I have also had some problems with PNC bank this past week. > However when I went directly to the Money web site and was unable to > download any updates, I thought it was safe to assume that the problem was > not in my money program, but with yodlee. Can you all agree this is a > correct assumption? > So many times I've been all over my computer trying to fix what was not > working correctly, only to find out it was a problem out of my hands. When > will I ever learn to stop wasting time. > Will call MS to see if it's also a problem with PNC. And will they still > support Money 2005? Thanks. > Carole |
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#1
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| In case more was needed, this is more evidence of why Yodlee will always be an unstable technology. "RKrider" <RKrider[at]discussions.microsoft.com> wrote in message news:7FA06229-154E-4032-9436-27ADB04896E5[at]microsoft.com... - quote - > "Based on the current research, I would like to let you know that Bank of > America (California) implemented a new security feature named "SiteKey", > which requires us to identify an image besides entering the log-on > information. Thus, the account information cannot be downloaded from the > financial ins > titution into Microsoft Money 2006. |
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| I have also had some problems with PNC bank this past week. However when I went directly to the Money web site and was unable to download any updates, I thought it was safe to assume that the problem was not in my money program, but with yodlee. Can you all agree this is a correct assumption? So many times I've been all over my computer trying to fix what was not working correctly, only to find out it was a problem out of my hands. When will I ever learn to stop wasting time. Will call MS to see if it's also a problem with PNC. And will they still support Money 2005? Thanks. Carole "RKrider" <RKrider[at]discussions.microsoft.com> wrote in message news:7FA06229-154E-4032-9436-27ADB04896E5[at]microsoft.com... - quote - > As I stated in a previous post, I'm not able to use the auto-update > feature > to down load Bank of America account info. I sent an email to Ms Support > regarding this and received the following: > "Based on the current research, I would like to let you know that Bank of > America (California) implemented a new security feature named "SiteKey", > which requires us to identify an image besides entering the log-on > information. Thus, the account information cannot be downloaded from the > financial ins > titution into Microsoft Money 2006. > Recently, we have received a few feedbacks from several customers > pertaining > to this issue. After collecting the relevant information, we have > immediately > reported the issue to our Product Group for further investigation. > Microsoft > and Yodlee, one of our partners, are working closely with the finan > cial institution and making every effort to resolve the issue as soon as > possible. Your continuous patience and understanding are highly > appreciated. > At this time, I suggest we visit the financial institution's website, > manually download the statement files to the local hard drive, and import > them into Microsoft Money 2006. " > It sure would have been nice if Ms would have posted this so folks don't > spend a lot time trying to fix something that they can't. > Steve |
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#-1
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| As I stated in a previous post, I'm not able to use the auto-update feature to down load Bank of America account info. I sent an email to Ms Support regarding this and received the following: "Based on the current research, I would like to let you know that Bank of America (California) implemented a new security feature named "SiteKey", which requires us to identify an image besides entering the log-on information. Thus, the account information cannot be downloaded from the financial ins titution into Microsoft Money 2006. Recently, we have received a few feedbacks from several customers pertaining to this issue. After collecting the relevant information, we have immediately reported the issue to our Product Group for further investigation. Microsoft and Yodlee, one of our partners, are working closely with the finan cial institution and making every effort to resolve the issue as soon as possible. Your continuous patience and understanding are highly appreciated. At this time, I suggest we visit the financial institution's website, manually download the statement files to the local hard drive, and import them into Microsoft Money 2006. " It sure would have been nice if Ms would have posted this so folks don't spend a lot time trying to fix something that they can't. Steve |