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| I have Money 2004. I have had this problem for some time now, and decided it's still better to disable/re-enable the on-line service than manually enter each transaction. I do automatic investing in mutual funds and it would be a major hassle to enter each transaction separately. "Chris Cowles" wrote: - quote - > Which version of Money? I just upgraded M06 to M07 and could not connect to > Fidelity. I disabled Fidelity online services (I don't use Fidelity Bill > Pay so outstanding epays and apays were not a consideration) then reenabled > it. > All is now well and, I think, better. I don't have much experience with it > yet but think I'm now getting transaction types I did not before.At the > least, it's matching existing transactions and marking them as 'E'. I don't > recall it doing that. > -- > Chris Cowles > Gainesville, FL > "Rick" <Rick[at]discussions.microsoft.com> wrote in message > news BC3ACF2-0E3D-41D2-9D3F-3624EF148267[at]microsoft.com...> > I have multiple accounts at Fidelity (Brokerage, 401(k), IRAs, UTMA) in my > > and my spouse's name. My problem is that Money 2004 inexplicably stops > > downloading transactions from the Fidelity accounts. It will still > > update > > online quotes, and credit card transactions from Discover. > > > The only way I can download Fidelity transactions is to go to the Online > > Service Manager and discontinue using the service, and then go back to > > setup > > service. This becomes a pain when you have to do it every two weeks and > > then > > you have to match each account in Money with the corresponding Fidelity > > account number. > > > I use Zonealarm firewall and AVG antivirus on my Win XP PC. I have > > disabled > > these in the past to no avail. Any help would be appreciated. Thanks. > > > Rick |
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| Which version of Money? I just upgraded M06 to M07 and could not connect to Fidelity. I disabled Fidelity online services (I don't use Fidelity Bill Pay so outstanding epays and apays were not a consideration) then reenabled it. All is now well and, I think, better. I don't have much experience with it yet but think I'm now getting transaction types I did not before.At the least, it's matching existing transactions and marking them as 'E'. I don't recall it doing that. -- Chris Cowles Gainesville, FL "Rick" <Rick[at]discussions.microsoft.com> wrote in message news BC3ACF2-0E3D-41D2-9D3F-3624EF148267[at]microsoft.com...- quote - > I have multiple accounts at Fidelity (Brokerage, 401(k), IRAs, UTMA) in my > and my spouse's name. My problem is that Money 2004 inexplicably stops > downloading transactions from the Fidelity accounts. It will still > update > online quotes, and credit card transactions from Discover. > The only way I can download Fidelity transactions is to go to the Online > Service Manager and discontinue using the service, and then go back to > setup > service. This becomes a pain when you have to do it every two weeks and > then > you have to match each account in Money with the corresponding Fidelity > account number. > I use Zonealarm firewall and AVG antivirus on my Win XP PC. I have > disabled > these in the past to no avail. Any help would be appreciated. Thanks. > Rick |
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#-1
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| I have multiple accounts at Fidelity (Brokerage, 401(k), IRAs, UTMA) in my and my spouse's name. My problem is that Money 2004 inexplicably stops downloading transactions from the Fidelity accounts. It will still update online quotes, and credit card transactions from Discover. The only way I can download Fidelity transactions is to go to the Online Service Manager and discontinue using the service, and then go back to setup service. This becomes a pain when you have to do it every two weeks and then you have to match each account in Money with the corresponding Fidelity account number. I use Zonealarm firewall and AVG antivirus on my Win XP PC. I have disabled these in the past to no avail. Any help would be appreciated. Thanks. Rick |
| Tags |
| 2004, downloading, fidelity, money, problem |
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