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  #4  
Old 02-08-2007, 12:29 AM
Michael Gordon
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Posts: n/a
Default Re: Duplicate transactions w/ Amex and Money06

Glad it worked, Bill, and it should work automatically in the future. It
does for me, so I'm hoping you encountered unique problem, probably caused
by the alignment of the planets, what color socks you were wearing,
...........

--
Michael Gordon


"Bill Bailey" <BillBailey[at]discussions.microsoft.com> wrote in message
news:B16923EF-F2C6-45B5-9B0B-2C5F2AE42B45[at]microsoft.com...
- quote -

> Michael, this did the trick. In my prior experience using Money and other
> FI's, downloaded transactions seemed to "automatically" match themselves
> up
> with transactions already in the register, so this is what threw me off
> with
> Amex. Is there anything I can do to enable Money to automatically try
> matching the Amex transactions...or will I be stuck doing a manual
> match-up
> process?
> "Michael Gordon" wrote:
> > Have you tried this? Instead of deleting them, match them with the
> > transactions already there. The "change" option will get you there. Then,
> > after doing the match, a subsequent download should not bring in them
> > again.
> > > --

> > Michael Gordon
> > > > "Bill Bailey" <BillBailey[at]discussions.microsoft.com> wrote in message

> > news:64171B11-8E2B-4318-944B-47B5D7496B34[at]microsoft.com...
> > > Michael, I perform the download within Money. I click "Connect to
> > > Bank",
> > > then "Update now". The transactions appear in the Money account
> > > register
> > > automatically after the "update now" task is completed.
> > > > > I mentioned the Amex website because I thought it might be important to
> > > see
> > > if they documented how the perform downloads within Money.
> > > > > "Michael Gordon" wrote:
> > > > > > How do you perform the download, Bill - from within Money? Or by going
> > > > to
> > > > the Amex website?
> > > > > > > --
> > > > Michael Gordon
> > > > > > > > > > "Bill Bailey" <BillBailey[at]discussions.microsoft.com> wrote in message
> > > > news:95FBFD9A-354C-4578-8F05-EA71028C6F8F[at]microsoft.com...
> > > > > I have setup online access to several financial institutions with
> > > > > Money
> > > > > 2005.
> > > > > I am having a problem with American Express downloads. Every time I
> > > > > connect
> > > > > for an update, Amex downloads recent (< 1 week) transactions that
> > > > > are
> > > > > already
> > > > > in the Money account register. If I immediately delete these
> > > > > transactions
> > > > > and perform another update, Amex downloads them again.
> > > > > > > > > I do not know what type of transaction Amex provides to Money (QIF
> > > > > or
> > > > > OFX)
> > > > > but their website seems to imply QIF. Is there a way to tell?
> > > > > > > > > Any advice about how to fix this problem would be appreciated.
> > > > > Thanks!
> > > > > > > > > > > >


  #3  
Old 02-07-2007, 06:06 PM
Bill Bailey
Guest
 
Posts: n/a
Default Re: Duplicate transactions w/ Amex and Money06

Michael, this did the trick. In my prior experience using Money and other
FI's, downloaded transactions seemed to "automatically" match themselves up
with transactions already in the register, so this is what threw me off with
Amex. Is there anything I can do to enable Money to automatically try
matching the Amex transactions...or will I be stuck doing a manual match-up
process?

"Michael Gordon" wrote:

- quote -

> Have you tried this? Instead of deleting them, match them with the
> transactions already there. The "change" option will get you there. Then,
> after doing the match, a subsequent download should not bring in them again.
> --
> Michael Gordon
> "Bill Bailey" <BillBailey[at]discussions.microsoft.com> wrote in message
> news:64171B11-8E2B-4318-944B-47B5D7496B34[at]microsoft.com...
> > Michael, I perform the download within Money. I click "Connect to Bank",
> > then "Update now". The transactions appear in the Money account register
> > automatically after the "update now" task is completed.
> > > I mentioned the Amex website because I thought it might be important to

> > see
> > if they documented how the perform downloads within Money.
> > > "Michael Gordon" wrote:
> > > > How do you perform the download, Bill - from within Money? Or by going to
> > > the Amex website?
> > > > > --
> > > Michael Gordon
> > > > > > > "Bill Bailey" <BillBailey[at]discussions.microsoft.com> wrote in message
> > > news:95FBFD9A-354C-4578-8F05-EA71028C6F8F[at]microsoft.com...
> > > > I have setup online access to several financial institutions with Money
> > > > 2005.
> > > > I am having a problem with American Express downloads. Every time I
> > > > connect
> > > > for an update, Amex downloads recent (< 1 week) transactions that are
> > > > already
> > > > in the Money account register. If I immediately delete these
> > > > transactions
> > > > and perform another update, Amex downloads them again.
> > > > > > > I do not know what type of transaction Amex provides to Money (QIF or
> > > > OFX)
> > > > but their website seems to imply QIF. Is there a way to tell?
> > > > > > > Any advice about how to fix this problem would be appreciated. Thanks!
> > > > > >
  #2  
Old 02-07-2007, 05:50 PM
Michael Gordon
Guest
 
Posts: n/a
Default Re: Duplicate transactions w/ Amex and Money06

Have you tried this? Instead of deleting them, match them with the
transactions already there. The "change" option will get you there. Then,
after doing the match, a subsequent download should not bring in them again.

--
Michael Gordon


"Bill Bailey" <BillBailey[at]discussions.microsoft.com> wrote in message
news:64171B11-8E2B-4318-944B-47B5D7496B34[at]microsoft.com...
- quote -

> Michael, I perform the download within Money. I click "Connect to Bank",
> then "Update now". The transactions appear in the Money account register
> automatically after the "update now" task is completed.
> I mentioned the Amex website because I thought it might be important to
> see
> if they documented how the perform downloads within Money.
> "Michael Gordon" wrote:
> > How do you perform the download, Bill - from within Money? Or by going to
> > the Amex website?
> > > --

> > Michael Gordon
> > > > "Bill Bailey" <BillBailey[at]discussions.microsoft.com> wrote in message

> > news:95FBFD9A-354C-4578-8F05-EA71028C6F8F[at]microsoft.com...
> > > I have setup online access to several financial institutions with Money
> > > 2005.
> > > I am having a problem with American Express downloads. Every time I
> > > connect
> > > for an update, Amex downloads recent (< 1 week) transactions that are
> > > already
> > > in the Money account register. If I immediately delete these
> > > transactions
> > > and perform another update, Amex downloads them again.
> > > > > I do not know what type of transaction Amex provides to Money (QIF or
> > > OFX)
> > > but their website seems to imply QIF. Is there a way to tell?
> > > > > Any advice about how to fix this problem would be appreciated. Thanks!
> > >


  #1  
Old 02-07-2007, 02:06 AM
Bill Bailey
Guest
 
Posts: n/a
Default Re: Duplicate transactions w/ Amex and Money06

Michael, I perform the download within Money. I click "Connect to Bank",
then "Update now". The transactions appear in the Money account register
automatically after the "update now" task is completed.

I mentioned the Amex website because I thought it might be important to see
if they documented how the perform downloads within Money.

"Michael Gordon" wrote:

- quote -

> How do you perform the download, Bill - from within Money? Or by going to
> the Amex website?
> --
> Michael Gordon
> "Bill Bailey" <BillBailey[at]discussions.microsoft.com> wrote in message
> news:95FBFD9A-354C-4578-8F05-EA71028C6F8F[at]microsoft.com...
> > I have setup online access to several financial institutions with Money
> > 2005.
> > I am having a problem with American Express downloads. Every time I
> > connect
> > for an update, Amex downloads recent (< 1 week) transactions that are
> > already
> > in the Money account register. If I immediately delete these transactions
> > and perform another update, Amex downloads them again.
> > > I do not know what type of transaction Amex provides to Money (QIF or OFX)

> > but their website seems to imply QIF. Is there a way to tell?
> > > Any advice about how to fix this problem would be appreciated. Thanks!

 
Old 02-07-2007, 12:27 AM
Michael Gordon
Guest
 
Posts: n/a
Default Re: Duplicate transactions w/ Amex and Money06

How do you perform the download, Bill - from within Money? Or by going to
the Amex website?

--
Michael Gordon


"Bill Bailey" <BillBailey[at]discussions.microsoft.com> wrote in message
news:95FBFD9A-354C-4578-8F05-EA71028C6F8F[at]microsoft.com...
- quote -

> I have setup online access to several financial institutions with Money
> 2005.
> I am having a problem with American Express downloads. Every time I
> connect
> for an update, Amex downloads recent (< 1 week) transactions that are
> already
> in the Money account register. If I immediately delete these transactions
> and perform another update, Amex downloads them again.
> I do not know what type of transaction Amex provides to Money (QIF or OFX)
> but their website seems to imply QIF. Is there a way to tell?
> Any advice about how to fix this problem would be appreciated. Thanks!



  #-1  
Old 02-06-2007, 11:52 PM
Bill Bailey
Guest
 
Posts: n/a
Default Duplicate transactions w/ Amex and Money06

I have setup online access to several financial institutions with Money 2005.
I am having a problem with American Express downloads. Every time I connect
for an update, Amex downloads recent (< 1 week) transactions that are already
in the Money account register. If I immediately delete these transactions
and perform another update, Amex downloads them again.

I do not know what type of transaction Amex provides to Money (QIF or OFX)
but their website seems to imply QIF. Is there a way to tell?

Any advice about how to fix this problem would be appreciated. Thanks!
 

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amex, duplicate, money06, transactions, w or
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