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Old 07-30-2006, 02:50 AM
Rick
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Default Re: Money 2004 - Problem downloading from Fidelity

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
> newsBC3ACF2-0E3D-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

 
Old 07-30-2006, 02:03 AM
Chris Cowles
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Posts: n/a
Default Re: Money 2004 - Problem downloading from Fidelity

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
newsBC3ACF2-0E3D-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



  #-1  
Old 07-29-2006, 10:56 PM
Rick
Guest
 
Posts: n/a
Default Money 2004 - Problem downloading from Fidelity

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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