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#19
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| 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 |
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#18
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| 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
As I posted, my method works fine with Money 2007. Perhaps you are confusing> at a FI under a given username/password. Your method won't work with these > versions. me with someone else? --ron |
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#17
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| 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
When I go to the web site, I see all of the accounts.> 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. 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 |
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#16
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| 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 news imhd2lonpgluu2kk7dm73ld53ntbq9h36[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 |
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#15
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| 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
That's curious.> surprised that your method works. I've tried something similar and it hasn't > worked for me. 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 |
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#14
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| 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 |
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#13
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| 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 |
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#12
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| 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 |
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#11
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| 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 |
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#10
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| 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
Perhaps this will work for you.> 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 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 |
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#9
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| Incidentally, Ron, your computer clock is fast. |
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#8
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| 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 |
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#7
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| 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 |
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#6
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| 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 |
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#5
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| 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 |
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#4
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| 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 |
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#3
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| 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 |
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#2
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| In microsoft.public.money, z3razerviper wrote: - quote - > I know that but i am saying it still trieds to do online updates for
and that is why I said "It is." So while I knew you were just making> that closed account. 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 |
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#1
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| 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 |
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| In microsoft.public.money, z3razerviper wrote: - quote - > Ok i have a closed account at my bank and microsoft money 2007 keeps
It is. On the Account List, select> 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. 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 |
| Tags |
| 2007, accountq, closed, update |
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