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Old 01-30-2007, 02:08 PM
Cal Learner-- MVP
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Default Re: Importing Statements

In microsoft.public.money, dsirjuesingh wrote:

- quote -

> I currently download statements from my bank to Money 2007 as my bank no
> longer supports direct downloading.
> The problem is that I have multiple accounts and a few accounts are
> downloading to the wroing acocunt in money.
> How can I change the account that the downloaded data goes to?


If OFX Web statements are placed in the wrong account, blank the
Financial Institution (FI) for the *wrong* account in account
settings. Do that in the Account Settings/Details, which you can
reach by right-clicking the account name on the Account List. Don't
just change the FI. Blank it.

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.

  #-1  
Old 01-30-2007, 01:01 PM
dsirjuesingh
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Posts: n/a
Default Importing Statements

I currently download statements from my bank to Money 2007 as my bank no
longer supports direct downloading.
The problem is that I have multiple accounts and a few accounts are
downloading to the wroing acocunt in money.
How can I change the account that the downloaded data goes to?
 

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importing, statements
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