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  #17  
Old 06-05-2007, 06:15 PM
Jerome Kalkhof
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Default Re: Online Updates not workikng After Upgrading from 2005 to 2007



"Tamathumper" wrote:

- quote -

> Add me to the lengthy list of frustrated users who can no longer get online
> updates to work with MS Money. Specifically Microsoft Money 2007 Home &
> Business.
> I have tried all the KB articles, uninstalled, reinstalled, tried new Money
> files entirely. Stopped using online services and re-established my link,
> only to have updates fail time after time after time.
> My bank said many people have called and the common thread seems to be MS
> Money 2007 of any flavor.

It appears that Microsoft Money 2007 has more bugs than any other version.
Microsoft just ignores it.
  #16  
Old 03-20-2007, 01:30 AM
Cal Learner-- MVP
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Default Re: Online Updates not workikng After Upgrading from 2005 to 2007

In microsoft.public.money, Tamathumper wrote:

- quote -

> Cal,
> I haven't been able to update my bank accounts since early November. I need
> all of those transactions to complete my taxes. Hence the issue with Money
> 2007 but with 2006 transactions.


I wonder if you could not deal with this temporarily by logging onto
http://www.sunmarkfcu.org/ and downloading an OFX, QFX, or QIF file
into Microsoft Money. I don't know whether that is available from
Sunmark or not, but at many institutions it is.

- quote -

> My problem specifically is that every time I try to get Money 2007 to update
> my accounts with Sunmark Federal Credit Union, I get one of several error
> messages. Once in a while it is "online updates are not available", but most
> of the time, it is the same as everyone else here (hence my addition to this
> original post) where MS Money 2007 tells me that "updates could not be
> completed at this time, please try again at a later time" or "please go to
> Manage Online Updates and set up your financial institution again". Over,
> and over, and over. Through uninstall/reinstall cycles, turning off online
> updates and MSN BillPay and then back on again. Through repairing the Money
> file both simple and standard ways. Through uninstalling Money manually per
> the instructions. Through all the KB articles available online and through
> this forum. Through establishing a new money file altogether and trying to
> get it to sync up that way............... I've been using MS Money since it
> first came out, and I don't recall being this frustrated with any version up
> until now, except Version 4 when it had some "peculiarities" and I spent a
> few hours online with Money Support and had to delete some files to get it to
> kick off online updates again with Visa Bill Pay.


I don't know that anybody has discussed Sunmark Federal Credit Union
in this group. Perhaps somebody will have some current experience to
share with you.

In the troubleshooting with the help of support, you try setting up
a free account at
http://moneycentral.msn.com/banking/...ts/welcome.asp ?

If that works, but the information does not make it to Microsoft
Money, that would point to one kind of problem. If it does not, then
that would point to a different problem. That information comes in
from Yodlee, to the MSN Money and on to Microsoft Money. Many
institutions set up some increasingly complex login procedures, and
that can make it harder for Yodlee or CashEdge to log in in your
behalf.

There are just a few people on this thread, and your problem is not
the same as each of them. This is not to say you are not having a
problem. I don't think it is universal.


  #15  
Old 03-20-2007, 01:06 AM
Tamathumper
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Default Re: Online Updates not workikng After Upgrading from 2005 to 2007

Cal,

I haven't been able to update my bank accounts since early November. I need
all of those transactions to complete my taxes. Hence the issue with Money
2007 but with 2006 transactions.

My problem specifically is that every time I try to get Money 2007 to update
my accounts with Sunmark Federal Credit Union, I get one of several error
messages. Once in a while it is "online updates are not available", but most
of the time, it is the same as everyone else here (hence my addition to this
original post) where MS Money 2007 tells me that "updates could not be
completed at this time, please try again at a later time" or "please go to
Manage Online Updates and set up your financial institution again". Over,
and over, and over. Through uninstall/reinstall cycles, turning off online
updates and MSN BillPay and then back on again. Through repairing the Money
file both simple and standard ways. Through uninstalling Money manually per
the instructions. Through all the KB articles available online and through
this forum. Through establishing a new money file altogether and trying to
get it to sync up that way............... I've been using MS Money since it
first came out, and I don't recall being this frustrated with any version up
until now, except Version 4 when it had some "peculiarities" and I spent a
few hours online with Money Support and had to delete some files to get it to
kick off online updates again with Visa Bill Pay.
  #14  
Old 03-19-2007, 11:51 PM
Cal Learner-- MVP
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Default Re: Online Updates not workikng After Upgrading from 2005 to 2007

In microsoft.public.money, Tamathumper wrote:

- quote -

> This is CRUSHING me! Especially now that it's tax time...!
> Is there no hope!!!???!!!


There could be. What is your problem? Is it described somewhere?
After Upgrading from 2005 to 2007, you can no-longer get statements
from your unknown bank?

Tax time is for 2006. 2007 transactions don't affect your 2006
taxes, for the most part.



  #13  
Old 03-19-2007, 11:01 PM
Tamathumper
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Default Re: Online Updates not workikng After Upgrading from 2005 to 2007

This is CRUSHING me! Especially now that it's tax time...!

Is there no hope!!!???!!!
  #12  
Old 03-19-2007, 09:28 PM
homegenie
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Default Re: Online Updates not workikng After Upgrading from 2005 to 2007

Add my name to the list of unhappy 2007 users..
I have been online with support numerous times for the last four days with
no help.
They even kicked it up to level2....(whatever that is....).
Still can't get updates from the bank.

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Tamathumper wrote:
> > Could you be more specific?
> > > My bank says everyone is getting in fine (as have I with that bank for years

> > and years) but that there is a spate of MS Money 2007 users recently that
> > cannot connect to them.

> As far as I know, there was only a temporary authentication issue.

  #11  
Old 03-19-2007, 09:21 PM
homegenie
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Default Re: Online Updates not workikng After Upgrading from 2005 to 2007



"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Tamathumper wrote:
> > Could you be more specific?
> > > My bank says everyone is getting in fine (as have I with that bank for years

> > and years) but that there is a spate of MS Money 2007 users recently that
> > cannot connect to them.

> As far as I know, there was only a temporary authentication issue.

  #10  
Old 03-19-2007, 01:14 PM
Cal Learner-- MVP
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Default Re: Online Updates not workikng After Upgrading from 2005 to 2007

In microsoft.public.money, Tamathumper wrote:

- quote -

> Could you be more specific?
> My bank says everyone is getting in fine (as have I with that bank for years
> and years) but that there is a spate of MS Money 2007 users recently that
> cannot connect to them.


As far as I know, there was only a temporary authentication issue.



  #9  
Old 03-19-2007, 11:37 AM
Tamathumper
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Default Re: Online Updates not workikng After Upgrading from 2005 to 2007

Thanks for the reply Cal.

Could you be more specific?

My bank says everyone is getting in fine (as have I with that bank for years
and years) but that there is a spate of MS Money 2007 users recently that
cannot connect to them.

=======================================

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Tamathumper wrote:
> > Add me to the lengthy list of frustrated users who can no longer get online
> > updates to work with MS Money. Specifically Microsoft Money 2007 Home &
> > Business.
> > > I have tried all the KB articles, uninstalled, reinstalled, tried new Money

> > files entirely. Stopped using online services and re-established my link,
> > only to have updates fail time after time after time.
> > > My bank said many people have called and the common thread seems to be MS

> > Money 2007 of any flavor.

> I think this time there is an authentication issue that is not
> limited to Money 2007.

  #8  
Old 03-17-2007, 03:02 AM
Cal Learner-- MVP
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Default Re: Online Updates not workikng After Upgrading from 2005 to 2007

In microsoft.public.money, Tamathumper wrote:

- quote -

> Add me to the lengthy list of frustrated users who can no longer get online
> updates to work with MS Money. Specifically Microsoft Money 2007 Home &
> Business.
> I have tried all the KB articles, uninstalled, reinstalled, tried new Money
> files entirely. Stopped using online services and re-established my link,
> only to have updates fail time after time after time.
> My bank said many people have called and the common thread seems to be MS
> Money 2007 of any flavor.



I think this time there is an authentication issue that is not
limited to Money 2007.

  #7  
Old 03-14-2007, 01:46 PM
Tamathumper
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Default Re: Online Updates not workikng After Upgrading from 2005 to 2007

Add me to the lengthy list of frustrated users who can no longer get online
updates to work with MS Money. Specifically Microsoft Money 2007 Home &
Business.

I have tried all the KB articles, uninstalled, reinstalled, tried new Money
files entirely. Stopped using online services and re-established my link,
only to have updates fail time after time after time.

My bank said many people have called and the common thread seems to be MS
Money 2007 of any flavor.
  #6  
Old 03-01-2007, 06:22 PM
Cal Learner-- MVP
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Posts: n/a
Default Re: Online Updates not workikng After Upgrading from 2005 to 2007

In microsoft.public.money, Don S. wrote:

- quote -

> I tried both of those with no change. After hours and hours of work, the
> only thing I could get to work was to delete the accounts in money 2007,
> delete them in money central, re-add them in money central, then update and
> money 2007 would add the accounts. I still have a problem though in that the
> investment accounts will not show a market value in 2007. It shows in
> moneycentral but when updated in 2007, it only updates the share quantity, no
> current price therefore no total market value.


So Portfolio-> UpdatePrices-> UpdatePricesOnline does not get prices?

In IE, I would consider going to
Tools-> InternetOptions-> Security-> TrustedSites-> Sites list and
uncheck "Require server verification... ". In the trusted sites
list I would add these:

moneycentral.msn.com
fdl.microsoft.com
passport.com
passport.net
login.live.com
g.msn.com
money://
  #5  
Old 03-01-2007, 06:14 PM
Don S.
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Default Re: Online Updates not workikng After Upgrading from 2005 to 2007

I tried both of those with no change. After hours and hours of work, the
only thing I could get to work was to delete the accounts in money 2007,
delete them in money central, re-add them in money central, then update and
money 2007 would add the accounts. I still have a problem though in that the
investment accounts will not show a market value in 2007. It shows in
moneycentral but when updated in 2007, it only updates the share quantity, no
current price therefore no total market value. I also now need to figure out
how to bring my history back into money 2007 from a backup since I lost
everything in order to get the accounts set up. (I spent a couple hours on
the phone with tech support before I got this figured out. He couldn't fix
anything, eventually had me remove and reinstall the program, then gave up
when we couldn't even get back into the program. I'm waiting for a call back
from tier 2 now.) Everything I'm reading from ther people seems to say that
2007 has a lot of these updating problems. Some even suggest just going back
to 2006 version.

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Don S. wrote:
> > Is there a resolution to this? It's now february, I'm having the same
> > problems and can't seemt o find an answer anywhere. I'm using 2007 with
> > Vista.

> Check that the SSL2 protocol is enabled. That checkbox may be in
> IE Tools-> InternetOptions-> Advanced.
> Then run Money once as Administrator by right-clicking the icon and
> making that choice.
> > Accounts update in moneycentral but show zero balance in money.
> > > "kerfuffle1[at]gmail.com" wrote:
> > > > Interesting.... My setup is XP and IE7. I've gotten ZoneAlarm and
> > > Norton antivirus out of the picture temporarily, and the problem
> > > persists...
> > > > > > > david.partin[at]gmail.com wrote:
> > > > I am having similar problems with Money 2007 loaded on Vista with
> > > > IE7...but, in my situauton...the online quotes will update the first
> > > > time I load Money 2007. Then, it will not connect after the first
> > > > time. I ave to reboot to get the quotes server to connect again, then
> > > > offine once again!
> > > > > > > I posted this issue a few weeks ago. I am surprised that this issue
> > > > has not been acknowleged as of yet!
> > > > > > > Dave
> > > >
  #4  
Old 02-28-2007, 11:35 PM
Cal Learner-- MVP
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Default Re: Online Updates not workikng After Upgrading from 2005 to 2007

In microsoft.public.money, Don S. wrote:

- quote -

> Is there a resolution to this? It's now february, I'm having the same
> problems and can't seemt o find an answer anywhere. I'm using 2007 with
> Vista.


Check that the SSL2 protocol is enabled. That checkbox may be in
IE Tools-> InternetOptions-> Advanced.

Then run Money once as Administrator by right-clicking the icon and
making that choice.



- quote -

> Accounts update in moneycentral but show zero balance in money.
> "kerfuffle1[at]gmail.com" wrote:
> > Interesting.... My setup is XP and IE7. I've gotten ZoneAlarm and
> > Norton antivirus out of the picture temporarily, and the problem
> > persists...
> > > > david.partin[at]gmail.com wrote:
> > > I am having similar problems with Money 2007 loaded on Vista with
> > > IE7...but, in my situauton...the online quotes will update the first
> > > time I load Money 2007. Then, it will not connect after the first
> > > time. I ave to reboot to get the quotes server to connect again, then
> > > offine once again!
> > > > > I posted this issue a few weeks ago. I am surprised that this issue
> > > has not been acknowleged as of yet!
> > > > > Dave

> >
  #3  
Old 02-28-2007, 11:28 PM
Don S.
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Default Re: Online Updates not workikng After Upgrading from 2005 to 2007

Is there a resolution to this? It's now february, I'm having the same
problems and can't seemt o find an answer anywhere. I'm using 2007 with
Vista. Accounts update in moneycentral but show zero balance in money.

"kerfuffle1[at]gmail.com" wrote:

- quote -

> Interesting.... My setup is XP and IE7. I've gotten ZoneAlarm and
> Norton antivirus out of the picture temporarily, and the problem
> persists...
> david.partin[at]gmail.com wrote:
> > I am having similar problems with Money 2007 loaded on Vista with
> > IE7...but, in my situauton...the online quotes will update the first
> > time I load Money 2007. Then, it will not connect after the first
> > time. I ave to reboot to get the quotes server to connect again, then
> > offine once again!
> > > I posted this issue a few weeks ago. I am surprised that this issue

> > has not been acknowleged as of yet!
> > > Dave

  #2  
Old 12-13-2006, 02:14 PM
kerfuffle1@gmail.com
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Default Re: Online Updates not workikng After Upgrading from 2005 to 2007 Deluxe

Interesting.... My setup is XP and IE7. I've gotten ZoneAlarm and
Norton antivirus out of the picture temporarily, and the problem
persists...


david.partin[at]gmail.com wrote:
- quote -

> I am having similar problems with Money 2007 loaded on Vista with
> IE7...but, in my situauton...the online quotes will update the first
> time I load Money 2007. Then, it will not connect after the first
> time. I ave to reboot to get the quotes server to connect again, then
> offine once again!
> I posted this issue a few weeks ago. I am surprised that this issue
> has not been acknowleged as of yet!
> Dave


  #1  
Old 12-13-2006, 12:34 PM
david.partin@gmail.com
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Default Re: Online Updates not workikng After Upgrading from 2005 to 2007 Deluxe

I am having similar problems with Money 2007 loaded on Vista with
IE7...but, in my situauton...the online quotes will update the first
time I load Money 2007. Then, it will not connect after the first
time. I ave to reboot to get the quotes server to connect again, then
offine once again!

I posted this issue a few weeks ago. I am surprised that this issue
has not been acknowleged as of yet!

Dave

 
Old 12-13-2006, 02:25 AM
kerfuffle1@gmail.com
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Default Re: Online Updates not workikng After Upgrading from 2005 to 2007 Deluxe

Thanks Michael!

Here is some more detail about what I'm now experiencing:

I thought that maybe I would need to RE-set up online account
information for my accounts, so for one account to do as a 'test',
here's what I did:

a) STOPped using Online Services for the Credit Card Account
b) Re-Set up Online Services for the same account

When I did this, the last 30 days worth of transactions did
successfully download (as I had requested). Good sign, right?

But, when I try to manually update the account again, the update never
completes.

On a hunch that maybe some registry key didn't get created/updated
properly when I installed Money 2007 (after having run/uninstalled
Money 2005), I completely uninstalled Money 2007 and then reinstalled.
The problem persists.

So, Microsoft MVP's, any thoughts as to what might be going on? How
come an 'initial/first time" account connection works, but subsequent
ones don't succeed? Help!

Thanks all!!


Michael Hawkins wrote:
- quote -

> I am going through the same thing. I am at work so I can't check what I
> think is the problem, but this is what I found out. I spent three hours
> online and on the phone with Microsoft last night. They could not really
> help me. They told me to go to the bank and download to money directly.
> They said that they were having problems with third party vendors. The bank
> I use uses a third party. You can tell when you go to your bank and when you
> go to online banking a screen pops up and tells you that your are being
> redirected away from you bank. That would be the third party vendor.
> Anyway, I went to my bank and was looking for the download of Money and found
> a message that makes since. On my bank web site it said that due to security
> the microsoft password auto save must be turned off and you need to put in
> your account number and password manually. They also said sorry of your
> inconvenience. I don't know if this will fix it, but I plan on giving it a
> try.
> "kerfuffle1[at]gmail.com" wrote:
> > Hi all: I Just bought online / downloaded / installed MS Money 2007
> > Deluxe. Before installing, I First Uninstalled the Money 2005 OEM
> > version that I've been using for a couple years. Upgrading my data file
> > seemed to go fine, and I can access all of my accounts in the new
> > version of Money...
> > > However, Since the upgrade, I've not been able to update any of my bank

> > accounts online. If I check Only the "Update Stock and Fund Quotes"
> > box, it takes a looong time, but eventually returns an "update
> > complete". If I select Any of my actual accounts, I get a "Update Not
> > Complete" error.
> > > I saw another posting indicating that others were recently having

> > problems with the Online Updates. Maybe my problem isn't related to my
> > upgrade at all, but that would be quite a coincidence.
> > > Thanks for any ideas! Happy Holidays!
> > > ~kerfuffle

>
  #-1  
Old 12-12-2006, 02:48 AM
kerfuffle1@gmail.com
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Default Online Updates not workikng After Upgrading from 2005 to 2007 Deluxe

Hi all: I Just bought online / downloaded / installed MS Money 2007
Deluxe. Before installing, I First Uninstalled the Money 2005 OEM
version that I've been using for a couple years. Upgrading my data file
seemed to go fine, and I can access all of my accounts in the new
version of Money...

However, Since the upgrade, I've not been able to update any of my bank
accounts online. If I check Only the "Update Stock and Fund Quotes"
box, it takes a looong time, but eventually returns an "update
complete". If I select Any of my actual accounts, I get a "Update Not
Complete" error.

I saw another posting indicating that others were recently having
problems with the Online Updates. Maybe my problem isn't related to my
upgrade at all, but that would be quite a coincidence.

Thanks for any ideas! Happy Holidays!

~kerfuffle

 

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2005, 2007, deluxe, online, updates, upgrading, workikng
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