Manually Downloaded OFX statement posts to the wrong account

#4 11-21-2006, 05:00 PM

In microsoft.public.money, Linuxidiot wrote:

- quote -

> I re-opened MS Money, went to Account Settings for my Checking account,
> removed the FI, clicked done.

Did you right-click TransactionsToRead, and then click Delete
Statement?

- quote -

> I then logged into my bank account and downloaded an OFX file and imported
> it into Money. Money just gave me a message of import complete.
> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, Linuxidiot wrote:
> > > > Would this same idea work for Money 2007? I am trying to correct the same
> > > issue, and blanking the FI in the account settings does nothing when I try to
> > > import.
> > > It should.
> > > If OFX Web statements are placed in the wrong account, blank the FI
> > for the *wrong* account in account settings.
> > > On the Account List, if there are transactions to read for the
> > wrong account, right-click TransactionsToRead, and then click
> > Delete Statement.
> > > Import the OFX file. Money should ask which account to use. Tell
> > Money the statement should go onto the right account.
> > > Put the FI for the *wrong* account back.
> > > > > > > "Cal Learner-- MVP" wrote:
> > > > > > In microsoft.public.money, Snafu42 wrote:
> > > > > > > > This is probably a silly question, but can anyone refresh my memory on how to
> > > > > re-associate a manually downloaded OFX file with the correct account? I
> > > > > inadvertently selected the wrong account when I downloaded the statement, and
> > > > > now Money automatically downloads all information to that incorrect account.
> > > > > I'm using Money 2006, and I know there is a simple fix (yes, I've done this
> > > > > before), but I can't remember. Thanks in advance...
> > > > > > > > > > > > > Import the OFX. Money should ask which account to use.
> > > > > > > Put the FI for the *wrong* account back.
> > > > > > >

#3 11-21-2006, 04:52 PM

I re-opened MS Money, went to Account Settings for my Checking account,
removed the FI, clicked done.

I then logged into my bank account and downloaded an OFX file and imported
it into Money. Money just gave me a message of import complete.

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Linuxidiot wrote:
> > Would this same idea work for Money 2007? I am trying to correct the same
> > issue, and blanking the FI in the account settings does nothing when I try to
> > import.
> It should.
> If OFX Web statements are placed in the wrong account, blank the FI
> for the *wrong* account in account settings.
> On the Account List, if there are transactions to read for the
> wrong account, right-click TransactionsToRead, and then click
> Delete Statement.
> Import the OFX file. Money should ask which account to use. Tell
> Money the statement should go onto the right account.
> Put the FI for the *wrong* account back.
> > > "Cal Learner-- MVP" wrote:
> > > > In microsoft.public.money, Snafu42 wrote:
> > > > > > This is probably a silly question, but can anyone refresh my memory on how to
> > > > re-associate a manually downloaded OFX file with the correct account? I
> > > > inadvertently selected the wrong account when I downloaded the statement, and
> > > > now Money automatically downloads all information to that incorrect account.
> > > > I'm using Money 2006, and I know there is a simple fix (yes, I've done this
> > > > before), but I can't remember. Thanks in advance...
> > > > > > > > > Import the OFX. Money should ask which account to use.
> > > > > Put the FI for the *wrong* account back.
> > > >

#2 11-21-2006, 01:28 PM

In microsoft.public.money, Linuxidiot wrote:

- quote -

> Would this same idea work for Money 2007? I am trying to correct the same
> issue, and blanking the FI in the account settings does nothing when I try to
> import.

It should.

If OFX Web statements are placed in the wrong account, blank the FI
for the *wrong* account in account settings.

On the Account List, if there are transactions to read for the
wrong account, right-click TransactionsToRead, and then click
Delete Statement.

Import the OFX file. Money should ask which account to use. Tell
Money the statement should go onto the right account.

Put the FI for the *wrong* account back.

- quote -

> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, Snafu42 wrote:
> > > > This is probably a silly question, but can anyone refresh my memory on how to
> > > re-associate a manually downloaded OFX file with the correct account? I
> > > inadvertently selected the wrong account when I downloaded the statement, and
> > > now Money automatically downloads all information to that incorrect account.
> > > I'm using Money 2006, and I know there is a simple fix (yes, I've done this
> > > before), but I can't remember. Thanks in advance...
> > > > > Import the OFX. Money should ask which account to use.
> > > Put the FI for the *wrong* account back.
> >

#1 11-21-2006, 12:57 PM

Would this same idea work for Money 2007? I am trying to correct the same
issue, and blanking the FI in the account settings does nothing when I try to
import.

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Snafu42 wrote:
> > This is probably a silly question, but can anyone refresh my memory on how to
> > re-associate a manually downloaded OFX file with the correct account? I
> > inadvertently selected the wrong account when I downloaded the statement, and
> > now Money automatically downloads all information to that incorrect account.
> > I'm using Money 2006, and I know there is a simple fix (yes, I've done this
> > before), but I can't remember. Thanks in advance...
> Blank the FI for the *wrong* account in account settings.
> Import the OFX. Money should ask which account to use.
> Put the FI for the *wrong* account back.

11-18-2006, 12:23 AM

In microsoft.public.money, Snafu42 wrote:

- quote -

> This is probably a silly question, but can anyone refresh my memory on how to
> re-associate a manually downloaded OFX file with the correct account? I
> inadvertently selected the wrong account when I downloaded the statement, and
> now Money automatically downloads all information to that incorrect account.
> I'm using Money 2006, and I know there is a simple fix (yes, I've done this
> before), but I can't remember. Thanks in advance...

Blank the FI for the *wrong* account in account settings.

Import the OFX. Money should ask which account to use.

Put the FI for the *wrong* account back.

#-1 11-17-2006, 11:28 PM

This is probably a silly question, but can anyone refresh my memory on how to
re-associate a manually downloaded OFX file with the correct account? I
inadvertently selected the wrong account when I downloaded the statement, and
now Money automatically downloads all information to that incorrect account.
I'm using Money 2006, and I know there is a simple fix (yes, I've done this
before), but I can't remember. Thanks in advance...

Similar Threads
Thread	Forum	Replies	Last Post
Downloaded statement automatically connect to wrong account Andrew M: I am running MS Money 2001 Standard OEM Edition, version 9.0. When I downloaded my VISA statement once from my bank's website, I selected the...	Microsoft Money	4	05-23-2006 08:45 PM
Money 2003: Active Statement Linked to Wrong Account David Chandek-Stark: I have the Symptoms and Cause of the problem described in http://support.microsoft.com/default.aspx?scid=kb;en-us;190416 - except I am using Money...	Microsoft Money	3	05-25-2005 08:17 PM
Downloaded bank statement to wrong account Barbara L Braden: Using Money 2005, downloaded statement in OFX format from Bank not in Money/MSN network. Importing file goes to a credit card account. How does...	Microsoft Money	9	11-06-2004 11:39 PM
Wrong Payee on downloaded statement Cool G.: I've researched this topic in this group and this topic seems to come up frequently. Most solutions talk about matching the wrong transaction. My...	Microsoft Money	3	10-09-2004 01:53 AM

Thread Tools
Show Printable Version Email this Page
Display Modes
Linear Mode Switch to Hybrid Mode Switch to Threaded Mode