Downloading Account Information to 2007

#4 03-11-2007, 11:09 PM

I think you are wrong, Bob -- you can configure Money so it creates (and
keeps) a log of the transaction, which is based on a couple of exchanges
between the provider (the FI) and the client (Money). If you examine the
log, you see that the exchange begins with the date of the last download and
the FI is supposed to go from there. There have been problems where that
date was in the future, with the result that nothing was downloaded.

--
Michael Gordon

"Marilyn & Bob" <Privacy[at]nospam.please> wrote in message
news:eeF0z%234YHHA.3520[at]TK2MSFTNGP04.phx.gbl...
- quote -

> i could be wrong, but I believe that the actual download will overlap BUT
> the import of the download into Money will recognized that the transactions
> have already been entered and will not duplicate them.
> --
> Peace,
> BobJ
> "Michael Gordon" <gordonm[at]denison.edu> wrote in message
> news:Oz9VnFzYHHA.3984[at]TK2MSFTNGP02.phx.gbl...
> > It's supposed to just download new data, David -- in other words, from
> > the last download. I've been using Schwab for a while now and there are
> > very few hiccups.
> > > --
> > Michael Gordon
> > > > "David Schwartz" <who4ever[at]optonline.net> wrote in message
> > news:MQfIh.6$6J.4[at]newsfe12.lga...
> > > > > I just set up 2007 to download my account information from Schwab and it
> > > went pretty well. My question is, the next time I download, will it
> > > download from the last download or will it overlap and download
> > > duplicate information from the previous download. I think I set my
> > > first download to give me 30 or 60 days worth of transactions, I don't
> > > remember. What happens the next time I download?
> > > Thanks
> > > > > --
> > > David Schwartz
> > > Commack, NY
> > > >

#3 03-11-2007, 04:17 AM

Thank you

"Marilyn & Bob" <Privacy[at]nospam.please> wrote in message
news:eeF0z%234YHHA.3520[at]TK2MSFTNGP04.phx.gbl...
- quote -

> i could be wrong, but I believe that the actual download will overlap BUT
> the import of the download into Money will recognized that the transactions
> have already been entered and will not duplicate them.
> --
> Peace,
> BobJ
> "Michael Gordon" <gordonm[at]denison.edu> wrote in message
> news:Oz9VnFzYHHA.3984[at]TK2MSFTNGP02.phx.gbl...
> > It's supposed to just download new data, David -- in other words, from
> > the last download. I've been using Schwab for a while now and there are
> > very few hiccups.
> > > --
> > Michael Gordon
> > > > "David Schwartz" <who4ever[at]optonline.net> wrote in message
> > news:MQfIh.6$6J.4[at]newsfe12.lga...
> > > > > I just set up 2007 to download my account information from Schwab and it
> > > went pretty well. My question is, the next time I download, will it
> > > download from the last download or will it overlap and download
> > > duplicate information from the previous download. I think I set my
> > > first download to give me 30 or 60 days worth of transactions, I don't
> > > remember. What happens the next time I download?
> > > Thanks
> > > > > --
> > > David Schwartz
> > > Commack, NY
> > > >

#2 03-11-2007, 04:17 AM

Thank you

"Michael Gordon" <gordonm[at]denison.edu> wrote in message
news:Oz9VnFzYHHA.3984[at]TK2MSFTNGP02.phx.gbl...
- quote -

> It's supposed to just download new data, David -- in other words, from the
> last download. I've been using Schwab for a while now and there are very
> few hiccups.
> --
> Michael Gordon
> "David Schwartz" <who4ever[at]optonline.net> wrote in message
> news:MQfIh.6$6J.4[at]newsfe12.lga...
> > > I just set up 2007 to download my account information from Schwab and it
> > went pretty well. My question is, the next time I download, will it
> > download from the last download or will it overlap and download duplicate
> > information from the previous download. I think I set my first download
> > to give me 30 or 60 days worth of transactions, I don't remember. What
> > happens the next time I download?
> > Thanks
> > > --
> > David Schwartz
> > Commack, NY
>

#1 03-11-2007, 02:45 AM

i could be wrong, but I believe that the actual download will overlap BUT
the import of the download into Money will recognized that the transactions
have already been entered and will not duplicate them.
--
Peace,
BobJ

"Michael Gordon" <gordonm[at]denison.edu> wrote in message
news:Oz9VnFzYHHA.3984[at]TK2MSFTNGP02.phx.gbl...
- quote -

> It's supposed to just download new data, David -- in other words, from the
> last download. I've been using Schwab for a while now and there are very
> few hiccups.
> --
> Michael Gordon
> "David Schwartz" <who4ever[at]optonline.net> wrote in message
> news:MQfIh.6$6J.4[at]newsfe12.lga...
> > > I just set up 2007 to download my account information from Schwab and it
> > went pretty well. My question is, the next time I download, will it
> > download from the last download or will it overlap and download duplicate
> > information from the previous download. I think I set my first download
> > to give me 30 or 60 days worth of transactions, I don't remember. What
> > happens the next time I download?
> > Thanks
> > > --
> > David Schwartz
> > Commack, NY
>

03-10-2007, 03:30 PM

It's supposed to just download new data, David -- in other words, from the
last download. I've been using Schwab for a while now and there are very few
hiccups.

--
Michael Gordon

"David Schwartz" <who4ever[at]optonline.net> wrote in message
news:MQfIh.6$6J.4[at]newsfe12.lga...
- quote -

> I just set up 2007 to download my account information from Schwab and it
> went pretty well. My question is, the next time I download, will it
> download from the last download or will it overlap and download duplicate
> information from the previous download. I think I set my first download
> to give me 30 or 60 days worth of transactions, I don't remember. What
> happens the next time I download?
> Thanks
> --
> David Schwartz
> Commack, NY

#-1 03-09-2007, 03:22 PM

I just set up 2007 to download my account information from Schwab and it
went pretty well. My question is, the next time I download, will it
download from the last download or will it overlap and download duplicate
information from the previous download. I think I set my first download to
give me 30 or 60 days worth of transactions, I don't remember. What happens
the next time I download?
Thanks

--
David Schwartz
Commack, NY

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