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  #19  
Old 08-09-2006, 01:44 PM
Michael Gordon, MVP
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Posts: n/a
Default Re: 2007 Tries to update closed accountq

So changing the FI on a new file doesn't work, but it does on an older file?
Hmmmm. Regarding your last hypothesis: I wouldn't think this would matter,
but............
--
Michael Gordon
MVP


"Ron Rosenfeld" <ronrosenfeld[at]nospam.org> wrote in message
news:hrbid2lhp7bfilipht6l2m0h3go3dirask[at]4ax.com...
- quote -

> On Tue, 8 Aug 2006 16:28:44 -0500, "Michael Gordon, MVP"
> <gordonm[at]denison.edu> wrote:
> > If you go to the web site of the latter account (TD Banknorth), which
> > accounts do you see? (I see all of the active ones,, whether I want to or
> > not). And, when I d/l from it (not TD Banknorth, but Chase), all d/l,
> > whether I want them or not.
> > If you want to pursue this, create a new file (not account), create new
> > bank
> > accounts at TD Banknorth (just one will do) and then see what Money 2007
> > does when it updates.

> When I go to the web site, I see all of the accounts.
> If I set up a new file, it will download all of them. And I can't seem to
> be
> able to change that.
> However, on my existing file, which was converted from M2003, although it
> initially downloaded all of them, by changing the FI, I was able to keep
> it
> from downloading the one I don't want to download.
> I wonder if there is something about the order in which things are set up.
> Or
> perhaps online accounts need to be disabled when the change is made.
> --ron



  #18  
Old 08-09-2006, 02:01 AM
Ron Rosenfeld
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Posts: n/a
Default Re: 2007 Tries to update closed accountq

On Mon, 7 Aug 2006 16:45:06 -0500, "Michael Gordon, MVP" <gordonm[at]denison.eduwrote:

- quote -

> Starting a year or two ago, Money now downloads whatever accounts in finds
> at a FI under a given username/password. Your method won't work with these
> versions.


As I posted, my method works fine with Money 2007. Perhaps you are confusing
me with someone else?


--ron
  #17  
Old 08-09-2006, 12:49 AM
Ron Rosenfeld
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Posts: n/a
Default Re: 2007 Tries to update closed accountq

On Tue, 8 Aug 2006 16:28:44 -0500, "Michael Gordon, MVP" <gordonm[at]denison.eduwrote:

- quote -

> If you go to the web site of the latter account (TD Banknorth), which
> accounts do you see? (I see all of the active ones,, whether I want to or
> not). And, when I d/l from it (not TD Banknorth, but Chase), all d/l,
> whether I want them or not.
> If you want to pursue this, create a new file (not account), create new bank
> accounts at TD Banknorth (just one will do) and then see what Money 2007
> does when it updates.


When I go to the web site, I see all of the accounts.

If I set up a new file, it will download all of them. And I can't seem to be
able to change that.

However, on my existing file, which was converted from M2003, although it
initially downloaded all of them, by changing the FI, I was able to keep it
from downloading the one I don't want to download.

I wonder if there is something about the order in which things are set up. Or
perhaps online accounts need to be disabled when the change is made.
--ron
  #16  
Old 08-08-2006, 09:28 PM
Michael Gordon, MVP
Guest
 
Posts: n/a
Default Re: 2007 Tries to update closed accountq

If you go to the web site of the latter account (TD Banknorth), which
accounts do you see? (I see all of the active ones,, whether I want to or
not). And, when I d/l from it (not TD Banknorth, but Chase), all d/l,
whether I want them or not.
If you want to pursue this, create a new file (not account), create new bank
accounts at TD Banknorth (just one will do) and then see what Money 2007
does when it updates.
--
Michael Gordon
MVP


"Ron Rosenfeld" <ronrosenfeld[at]nospam.org> wrote in message
newsimhd2lonpgluu2kk7dm73ld53ntbq9h36[at]4ax.com...
- quote -

> On Tue, 8 Aug 2006 12:30:39 -0500, "Michael Gordon, MVP"
> <gordonm[at]denison.edu> wrote:
> > Nope - just didn't read your message very carefully. However, I'm still
> > surprised that your method works. I've tried something similar and it
> > hasn't
> > worked for me.

> That's curious.
> The FI that I'm using for the account I don't want to download is the
> former
> name of the FI. Bank of New Hampshire merged with TD Banknorth. I'm
> using the
> latter for the accounts I want to download, and the former (which no
> longer
> exists in the list of FI's) for the one I don't want to download.
> I only had to do this with Money 2007 -- was not necessary in M 2003.
> --ron



  #15  
Old 08-08-2006, 06:41 PM
Ron Rosenfeld
Guest
 
Posts: n/a
Default Re: 2007 Tries to update closed accountq

On Tue, 8 Aug 2006 12:30:39 -0500, "Michael Gordon, MVP" <gordonm[at]denison.eduwrote:

- quote -

> Nope - just didn't read your message very carefully. However, I'm still
> surprised that your method works. I've tried something similar and it hasn't
> worked for me.


That's curious.

The FI that I'm using for the account I don't want to download is the former
name of the FI. Bank of New Hampshire merged with TD Banknorth. I'm using the
latter for the accounts I want to download, and the former (which no longer
exists in the list of FI's) for the one I don't want to download.

I only had to do this with Money 2007 -- was not necessary in M 2003.


--ron
  #14  
Old 08-08-2006, 05:30 PM
Michael Gordon, MVP
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Posts: n/a
Default Re: 2007 Tries to update closed accountq

Nope - just didn't read your message very carefully. However, I'm still
surprised that your method works. I've tried something similar and it hasn't
worked for me.

--
Michael Gordon
MVP


"Ron Rosenfeld" <ronrosenfeld[at]nospam.org> wrote in message
news:4dgid2p6cs6fqv7bht10psji3c9ccl0aal[at]4ax.com...
- quote -

> On Mon, 7 Aug 2006 16:45:06 -0500, "Michael Gordon, MVP"
> <gordonm[at]denison.edu> wrote:
> > Starting a year or two ago, Money now downloads whatever accounts in finds
> > at a FI under a given username/password. Your method won't work with these
> > versions.

> As I posted, my method works fine with Money 2007. Perhaps you are
> confusing
> me with someone else?
> --ron



  #13  
Old 08-08-2006, 04:31 PM
Ron Rosenfeld
Guest
 
Posts: n/a
Default Re: 2007 Tries to update closed accountq

On Mon, 7 Aug 2006 07:02:28 -0500, "Michael Gordon, MVP" <gordonm[at]denison.eduwrote:

- quote -

> What version of Money are you using for this, Ron?

Michael,

I did this using Money 2007 Deluxe 16.0.120.621

It had not been an issue in Money 2003, my previous version, but I don't recall
how I disabled it there.


--ron
  #12  
Old 08-08-2006, 01:49 PM
Cristof Falk
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Posts: n/a
Default Re: 2007 Tries to update closed accountq

I had a similiar problem as well, and what I had to do was export and
actually delete the account. Once that was done, I did a sync. For me, this
was because I archived stuff to an older account, and that older account
kept getting the updates, instead of the current one. But your situation
might be different.

"z3razerviper" <z3razerviper[at]gmail.com> wrote in message
news:1154900451.341672.212600[at]75g2000cwc.googlegroups.com...
- quote -

> Ok i have a closed account at my bank and microsoft money 2007 keeps
> trying to update it when I do my online updates. Its not a big deal and
> causes not errors to pop up but it is kind of annoying. I do have open
> accounts at that bank as well



  #11  
Old 08-08-2006, 02:07 AM
Ron Rosenfeld
Guest
 
Posts: n/a
Default Re: 2007 Tries to update closed accountq

On Mon, 07 Aug 2006 19:29:04 -0500, Cal Learner-- MVP
<via_newsgroup[at]please.tnx> wrote:

- quote -

> Incidentally, Ron, your computer clock is fast.

And here I thought all you guys were a day behind the times :-)).

I don't know how it happened. I never open the clock/calendar on my windows
machine except in these kinds of circumstances. I wonder if something happened
during the autosynch process, or if there's some problem with the MB.

Thanks for pointing it out.


--ron
  #10  
Old 08-08-2006, 12:47 AM
Ron Rosenfeld
Guest
 
Posts: n/a
Default Re: 2007 Tries to update closed accountq

On 6 Aug 2006 14:40:51 -0700, "z3razerviper" <z3razerviper[at]gmail.com> wrote:

- quote -

> Ok i have a closed account at my bank and microsoft money 2007 keeps
> trying to update it when I do my online updates. Its not a big deal and
> causes not errors to pop up but it is kind of annoying. I do have open
> accounts at that bank as well


Perhaps this will work for you.

I have an open account that I do not want updated online at a bank where I also
have open accounts that I do want updated online.

I changed the name of the financial institution to something similar (so I
would recognize it), and then did NOT set up this bogus institution for online
services.

Go to "Change Account Settings" and make the change. I'd guess this should
work just as well for a closed account as it does for my open account.


--ron
  #9  
Old 08-08-2006, 12:29 AM
Cal Learner-- MVP
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Posts: n/a
Default Re: 2007 Tries to update closed accountq

Incidentally, Ron, your computer clock is fast.
  #8  
Old 08-07-2006, 09:45 PM
Michael Gordon, MVP
Guest
 
Posts: n/a
Default Re: 2007 Tries to update closed accountq

Starting a year or two ago, Money now downloads whatever accounts in finds
at a FI under a given username/password. Your method won't work with these
versions.

--
Michael Gordon
MVP


"Ron Rosenfeld" <ronrosenfeld[at]nospam.org> wrote in message
news:1uehd2h8vok6vtbi4pcjsi96cfqfb4b7u0[at]4ax.com...
- quote -

> On Mon, 7 Aug 2006 07:02:28 -0500, "Michael Gordon, MVP"
> <gordonm[at]denison.edu> wrote:
> > What version of Money are you using for this, Ron?

> Michael,
> I did this using Money 2007 Deluxe 16.0.120.621
> It had not been an issue in Money 2003, my previous version, but I don't
> recall
> how I disabled it there.
> --ron



  #7  
Old 08-07-2006, 12:08 PM
johnbusc@hotmail.com
Guest
 
Posts: n/a
Default Re: 2007 Tries to update closed accountq

Don,

My post and that of the OP has nothing to do with your example. Are
you sure you didn't mean to reply to a different post?

Regards,
JB

Don Awalt wrote:
- quote -

> None of this works well for example if you have a husband with an IRA
> account and joint tenant accounts with his wife, and a wife with an IRA,
> and the same joint tenant accounts. You have two accounts to download
> from, but despite the fact that you try and turn off the joint accounts
> from one of the downloads, and you can close, hide etc., they are still
> downloaded and cause a lot of manual work to avoid them in reports, etc.
> It's a silly bug. What's the purpose of saying "Don't download them"
> when you set up the online account, if they download anyway?
> This has been a MONEY bug for years.
> johnbusc[at]hotmail.com wrote:
> > The best way to handle updates for an account you've closed at your
> > bank is to leave the account open within Money until you start getting
> > error messages that there's no record of the account at your bank.
> > > Once you start getting error messages, go to "Manage Online Services"

> > and stop then re-start online services for the bank in question. On
> > re-start, only the active accounts will be enabled for online services.
> > At that time, close the inactive and now "online disabled" accounts
> > within Money.
> > > Many banks leave closed accounts active in their systems for a period

> > of time. In these situations it doesn't matter whether, within Money,
> > you close or leave open the accounts. They may continue to update. If
> > you close them in Money before they stop updating you'll have to
> > re-open them in Money and perform the stop/re-start/close procedure
> > described above.
> > > Hope this helps.
> > > Regards,

> > JB
> > > z3razerviper wrote:
> > > Ok i have a closed account at my bank and microsoft money 2007 keeps
> > > trying to update it when I do my online updates. Its not a big deal and
> > > causes not errors to pop up but it is kind of annoying. I do have open
> > > accounts at that bank as well

  #6  
Old 08-07-2006, 12:03 PM
Michael Gordon, MVP
Guest
 
Posts: n/a
Default Re: 2007 Tries to update closed accountq

You can also hurry the process by getting the website to stop displaying the
closed account. Sometimes you can do this yourself; other times you can talk
to online support.

--
Michael Gordon
MVP


<johnbusc[at]hotmail.com> wrote in message
news:1154915636.658107.53000[at]i3g2000cwc.googlegroups.com...
- quote -

> The best way to handle updates for an account you've closed at your
> bank is to leave the account open within Money until you start getting
> error messages that there's no record of the account at your bank.
> Once you start getting error messages, go to "Manage Online Services"
> and stop then re-start online services for the bank in question. On
> re-start, only the active accounts will be enabled for online services.
> At that time, close the inactive and now "online disabled" accounts
> within Money.
> Many banks leave closed accounts active in their systems for a period
> of time. In these situations it doesn't matter whether, within Money,
> you close or leave open the accounts. They may continue to update. If
> you close them in Money before they stop updating you'll have to
> re-open them in Money and perform the stop/re-start/close procedure
> described above.
> Hope this helps.
> Regards,
> JB
> z3razerviper wrote:
> > Ok i have a closed account at my bank and microsoft money 2007 keeps
> > trying to update it when I do my online updates. Its not a big deal and
> > causes not errors to pop up but it is kind of annoying. I do have open
> > accounts at that bank as well



  #5  
Old 08-07-2006, 12:02 PM
Michael Gordon, MVP
Guest
 
Posts: n/a
Default Re: 2007 Tries to update closed accountq

What version of Money are you using for this, Ron?

--
Michael Gordon
MVP


"Ron Rosenfeld" <ronrosenfeld[at]nospam.org> wrote in message
news:0jnfd2lg8lo90rd5jv152v5joehe2msroi[at]4ax.com...
- quote -

> On 6 Aug 2006 14:40:51 -0700, "z3razerviper" <z3razerviper[at]gmail.com> wrote:
> > Ok i have a closed account at my bank and microsoft money 2007 keeps
> > trying to update it when I do my online updates. Its not a big deal and
> > causes not errors to pop up but it is kind of annoying. I do have open
> > accounts at that bank as well

> Perhaps this will work for you.
> I have an open account that I do not want updated online at a bank where I
> also
> have open accounts that I do want updated online.
> I changed the name of the financial institution to something similar (so I
> would recognize it), and then did NOT set up this bogus institution for
> online
> services.
> Go to "Change Account Settings" and make the change. I'd guess this
> should
> work just as well for a closed account as it does for my open account.
> --ron



  #4  
Old 08-07-2006, 11:21 AM
Don Awalt
Guest
 
Posts: n/a
Default Re: 2007 Tries to update closed accountq

None of this works well for example if you have a husband with an IRA
account and joint tenant accounts with his wife, and a wife with an IRA,
and the same joint tenant accounts. You have two accounts to download
from, but despite the fact that you try and turn off the joint accounts
from one of the downloads, and you can close, hide etc., they are still
downloaded and cause a lot of manual work to avoid them in reports, etc.
It's a silly bug. What's the purpose of saying "Don't download them"
when you set up the online account, if they download anyway?

This has been a MONEY bug for years.

johnbusc[at]hotmail.com wrote:
- quote -

> The best way to handle updates for an account you've closed at your
> bank is to leave the account open within Money until you start getting
> error messages that there's no record of the account at your bank.
> Once you start getting error messages, go to "Manage Online Services"
> and stop then re-start online services for the bank in question. On
> re-start, only the active accounts will be enabled for online services.
> At that time, close the inactive and now "online disabled" accounts
> within Money.
> Many banks leave closed accounts active in their systems for a period
> of time. In these situations it doesn't matter whether, within Money,
> you close or leave open the accounts. They may continue to update. If
> you close them in Money before they stop updating you'll have to
> re-open them in Money and perform the stop/re-start/close procedure
> described above.
> Hope this helps.
> Regards,
> JB
> z3razerviper wrote:
> > Ok i have a closed account at my bank and microsoft money 2007 keeps
> > trying to update it when I do my online updates. Its not a big deal and
> > causes not errors to pop up but it is kind of annoying. I do have open
> > accounts at that bank as well

  #3  
Old 08-07-2006, 01:53 AM
johnbusc@hotmail.com
Guest
 
Posts: n/a
Default Re: 2007 Tries to update closed accountq

The best way to handle updates for an account you've closed at your
bank is to leave the account open within Money until you start getting
error messages that there's no record of the account at your bank.

Once you start getting error messages, go to "Manage Online Services"
and stop then re-start online services for the bank in question. On
re-start, only the active accounts will be enabled for online services.
At that time, close the inactive and now "online disabled" accounts
within Money.

Many banks leave closed accounts active in their systems for a period
of time. In these situations it doesn't matter whether, within Money,
you close or leave open the accounts. They may continue to update. If
you close them in Money before they stop updating you'll have to
re-open them in Money and perform the stop/re-start/close procedure
described above.

Hope this helps.

Regards,
JB

z3razerviper wrote:
- quote -

> Ok i have a closed account at my bank and microsoft money 2007 keeps
> trying to update it when I do my online updates. Its not a big deal and
> causes not errors to pop up but it is kind of annoying. I do have open
> accounts at that bank as well


  #2  
Old 08-06-2006, 10:43 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: 2007 Tries to update closed accountq

In microsoft.public.money, z3razerviper wrote:

- quote -

> I know that but i am saying it still trieds to do online updates for
> that closed account.


and that is why I said "It is." So while I knew you were just making
a point, I still thought it might be useful to try to help minimize
the impact on you.


- quote -

> Cal Learner-- MVP wrote:
> > In microsoft.public.money, z3razerviper wrote:
> > > > Ok i have a closed account at my bank and microsoft money 2007 keeps
> > > trying to update it when I do my online updates. Its not a big deal and
> > > causes not errors to pop up but it is kind of annoying.
> > > It is. On the Account List, select

> > SortAccountListBy-> HideClosedAccounts
> > > You can customize reports to eliminate the closed accounts from

> > showing there too.
> > > > > I do have open
> > > accounts at that bank as well

  #1  
Old 08-06-2006, 10:36 PM
z3razerviper
Guest
 
Posts: n/a
Default Re: 2007 Tries to update closed accountq

I know that but i am saying it still trieds to do online updates for
that closed account.

Cal Learner-- MVP wrote:
- quote -

> In microsoft.public.money, z3razerviper wrote:
> > Ok i have a closed account at my bank and microsoft money 2007 keeps
> > trying to update it when I do my online updates. Its not a big deal and
> > causes not errors to pop up but it is kind of annoying.

> It is. On the Account List, select
> SortAccountListBy-> HideClosedAccounts
> You can customize reports to eliminate the closed accounts from
> showing there too.
> > I do have open
> > accounts at that bank as well


 
Old 08-06-2006, 10:20 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: 2007 Tries to update closed accountq

In microsoft.public.money, z3razerviper wrote:

- quote -

> Ok i have a closed account at my bank and microsoft money 2007 keeps
> trying to update it when I do my online updates. Its not a big deal and
> causes not errors to pop up but it is kind of annoying.


It is. On the Account List, select
SortAccountListBy-> HideClosedAccounts

You can customize reports to eliminate the closed accounts from
showing there too.


- quote -

> I do have open
> accounts at that bank as well

 

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2007, accountq, closed, update
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