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#11
07-03-2007, 03:54 AM
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 Re: Active Statement downloads into incorrect account "Jason" wrote: - quote - > I tried to just delete the wrong account all together, but it is from the
I tried this again...I guess I never tried deleting the account after I> same FI as another account, and Money states if I remove one account I must > remove the other...this would be a killer. "blanked" it. So, I blanked the FI on the "wrong" account, then deleted the "wrong" account. I was then able to reassign the Active Statement to the "correct" account. I then setup online services for the FI I blanked, and re-setup and downloaded the account I had to delete... Seems like there should have been an easier way... Thanks for giving me stuff to try. I never did try the change the currency option... Thanks, Jason |
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#10
07-03-2007, 03:45 AM
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| Re: Active Statement downloads into incorrect account In microsoft.public.money, Jason wrote: - quote - > I "blanked" the "wrong" account and stopped online services for the "wrong"
Did you then try the currency thing from the KB article?> account then downloaded the Active Statement...it automatically went into the > "wrong" account again. - quote - > I stopped online services for the "wrong" account again, the set the "wrong"
But you blanked the FI ....> account up for its "correct" online bank and restarted its online banking > with its correct bank. I then went back to the Active Statement and > downloaded, and again, it went straight into the wrong account. > I tried to just delete the wrong account all together, but it is from the > same FI as another account, and Money states if I remove one account I must > remove the other...this would be a killer. - quote - > "Cal Learner-- MVP" wrote: > > In microsoft.public.money, Dave wrote: > > > > When I right-click on the account, I can choose Account Details but there is > > > no place where the wrong account is listed. > > > The account list has all of the accounts listed. One is where you > > want the OFX file to go. Another is the one where it is going > > instead -- the "wrong" account. Right-click that account, and go to > > the Account Details. > > > > There is nothing to blank. I am > > > looking for a connection between the accounts but I can't find it. > > > There the first box you see is labeled FinancialInstitution. Blank > > that box (backspace out all the characters), and click Done at the > > bottom. > > > > > > > > > "Cal Learner-- MVP" wrote: > > > > > > In microsoft.public.money, Dave wrote: > > > > > > > > I am having the exact same problem; however, I am still using MSMoney 2004 > > > > > and can't seem to find the options that you are explaining. Am I just not > > > > > looking in the correct place? > > > > > > > Probably the latter. What is the first thing can't you find? > > > > > > > > > > > > > > > > > > "Cal Learner-- MVP" wrote: > > > > > > > > > > In microsoft.public.money, Jason wrote: > > > > > > > > > > > > "Cal Learner-- MVP" wrote: > > > > > > > > > > > > > > Yes. The simplest, which would apply to your having just downloaded > > > > > > > > into the wrong account recently would be File-> Restore a recent > > > > > > > > backup. > > > > > > > > If that was from long ago, there is another process. > > > > > > > > > > > > > Thanks...unfortunately, much data would be lost...what is the other process? > > > > > > > > > > > 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. > > > > > > > > > > > > > > > > If that does not fix it, see method 2 of > > > > > > http://support.microsoft.com/kb/910214/en-us where you temporarily > > > > > > change the currency of the wrong account. > > > > > > > > > |
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#9
07-03-2007, 03:38 AM
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| Re: Active Statement downloads into incorrect account I "blanked" the "wrong" account and stopped online services for the "wrong" account then downloaded the Active Statement...it automatically went into the "wrong" account again. I stopped online services for the "wrong" account again, the set the "wrong" account up for its "correct" online bank and restarted its online banking with its correct bank. I then went back to the Active Statement and downloaded, and again, it went straight into the wrong account. I tried to just delete the wrong account all together, but it is from the same FI as another account, and Money states if I remove one account I must remove the other...this would be a killer. "Cal Learner-- MVP" wrote: - quote - > In microsoft.public.money, Dave wrote: > > When I right-click on the account, I can choose Account Details but there is > > no place where the wrong account is listed. > The account list has all of the accounts listed. One is where you > want the OFX file to go. Another is the one where it is going > instead -- the "wrong" account. Right-click that account, and go to > the Account Details. > > There is nothing to blank. I am > > looking for a connection between the accounts but I can't find it. > There the first box you see is labeled FinancialInstitution. Blank > that box (backspace out all the characters), and click Done at the > bottom. > > > "Cal Learner-- MVP" wrote: > > > > In microsoft.public.money, Dave wrote: > > > > > > I am having the exact same problem; however, I am still using MSMoney 2004 > > > > and can't seem to find the options that you are explaining. Am I just not > > > > looking in the correct place? > > > > > Probably the latter. What is the first thing can't you find? > > > > > > > > > > > > > "Cal Learner-- MVP" wrote: > > > > > > > > In microsoft.public.money, Jason wrote: > > > > > > > > > > "Cal Learner-- MVP" wrote: > > > > > > > > > > > > Yes. The simplest, which would apply to your having just downloaded > > > > > > > into the wrong account recently would be File-> Restore a recent > > > > > > > backup. > > > > > > > If that was from long ago, there is another process. > > > > > > > > > > > Thanks...unfortunately, much data would be lost...what is the other process? > > > > > > > > > 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. > > > > > > > > > > > > > If that does not fix it, see method 2 of > > > > > http://support.microsoft.com/kb/910214/en-us where you temporarily > > > > > change the currency of the wrong account. > > > > > > |
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#8
07-03-2007, 03:38 AM
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| Re: Active Statement downloads into incorrect account I "blanked" the "wrong" account and stopped online services for the "wrong" account then downloaded the Active Statement...it automatically went into the "wrong" account again. I stopped online services for the "wrong" account again, the set the "wrong" account up for its "correct" online bank and restarted its online banking with its correct bank. I then went back to the Active Statement and downloaded, and again, it went straight into the wrong account. I tried to just delete the wrong account all together, but it is from the same FI as another account, and Money states if I remove one account I must remove the other...this would be a killer. "Cal Learner-- MVP" wrote: - quote - > In microsoft.public.money, Dave wrote: > > When I right-click on the account, I can choose Account Details but there is > > no place where the wrong account is listed. > The account list has all of the accounts listed. One is where you > want the OFX file to go. Another is the one where it is going > instead -- the "wrong" account. Right-click that account, and go to > the Account Details. > > There is nothing to blank. I am > > looking for a connection between the accounts but I can't find it. > There the first box you see is labeled FinancialInstitution. Blank > that box (backspace out all the characters), and click Done at the > bottom. > > > "Cal Learner-- MVP" wrote: > > > > In microsoft.public.money, Dave wrote: > > > > > > I am having the exact same problem; however, I am still using MSMoney 2004 > > > > and can't seem to find the options that you are explaining. Am I just not > > > > looking in the correct place? > > > > > Probably the latter. What is the first thing can't you find? > > > > > > > > > > > > > "Cal Learner-- MVP" wrote: > > > > > > > > In microsoft.public.money, Jason wrote: > > > > > > > > > > "Cal Learner-- MVP" wrote: > > > > > > > > > > > > Yes. The simplest, which would apply to your having just downloaded > > > > > > > into the wrong account recently would be File-> Restore a recent > > > > > > > backup. > > > > > > > If that was from long ago, there is another process. > > > > > > > > > > > Thanks...unfortunately, much data would be lost...what is the other process? > > > > > > > > > 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. > > > > > > > > > > > > > If that does not fix it, see method 2 of > > > > > http://support.microsoft.com/kb/910214/en-us where you temporarily > > > > > change the currency of the wrong account. > > > > > > |
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#7
06-29-2007, 02:37 PM
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| Re: Active Statement downloads into incorrect account In microsoft.public.money, Dave wrote: - quote - > When I right-click on the account, I can choose Account Details but there is
The account list has all of the accounts listed. One is where you> no place where the wrong account is listed. want the OFX file to go. Another is the one where it is going instead -- the "wrong" account. Right-click that account, and go to the Account Details. - quote - > There is nothing to blank. I am
There the first box you see is labeled FinancialInstitution. Blank> looking for a connection between the accounts but I can't find it. that box (backspace out all the characters), and click Done at the bottom. - quote - > "Cal Learner-- MVP" wrote: > > In microsoft.public.money, Dave wrote: > > > > I am having the exact same problem; however, I am still using MSMoney 2004 > > > and can't seem to find the options that you are explaining. Am I just not > > > looking in the correct place? > > > Probably the latter. What is the first thing can't you find? > > > > > > > > "Cal Learner-- MVP" wrote: > > > > > > In microsoft.public.money, Jason wrote: > > > > > > > > "Cal Learner-- MVP" wrote: > > > > > > > > > > Yes. The simplest, which would apply to your having just downloaded > > > > > > into the wrong account recently would be File-> Restore a recent > > > > > > backup. > > > > > > If that was from long ago, there is another process. > > > > > > > > > Thanks...unfortunately, much data would be lost...what is the other process? > > > > > > > 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. > > > > > > > > > > If that does not fix it, see method 2 of > > > > http://support.microsoft.com/kb/910214/en-us where you temporarily > > > > change the currency of the wrong account. > > > > |
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#6
06-29-2007, 06:20 AM
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| Re: Active Statement downloads into incorrect account When I right-click on the account, I can choose Account Details but there is no place where the wrong account is listed. There is nothing to blank. I am looking for a connection between the accounts but I can't find it. "Cal Learner-- MVP" wrote: - quote - > In microsoft.public.money, Dave wrote: > > I am having the exact same problem; however, I am still using MSMoney 2004 > > and can't seem to find the options that you are explaining. Am I just not > > looking in the correct place? > Probably the latter. What is the first thing can't you find? > > > "Cal Learner-- MVP" wrote: > > > > In microsoft.public.money, Jason wrote: > > > > > > "Cal Learner-- MVP" wrote: > > > > > > > > Yes. The simplest, which would apply to your having just downloaded > > > > > into the wrong account recently would be File-> Restore a recent > > > > > backup. > > > > > If that was from long ago, there is another process. > > > > > > > Thanks...unfortunately, much data would be lost...what is the other process? > > > > > 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. > > > > > > > If that does not fix it, see method 2 of > > > http://support.microsoft.com/kb/910214/en-us where you temporarily > > > change the currency of the wrong account. > > |
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#5
06-29-2007, 04:28 AM
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| Re: Active Statement downloads into incorrect account In microsoft.public.money, Dave wrote: - quote - > I am having the exact same problem; however, I am still using MSMoney 2004
Probably the latter. What is the first thing can't you find?> and can't seem to find the options that you are explaining. Am I just not > looking in the correct place? - quote - > "Cal Learner-- MVP" wrote: > > In microsoft.public.money, Jason wrote: > > > > "Cal Learner-- MVP" wrote: > > > > > > Yes. The simplest, which would apply to your having just downloaded > > > > into the wrong account recently would be File-> Restore a recent > > > > backup. > > > > If that was from long ago, there is another process. > > > > > Thanks...unfortunately, much data would be lost...what is the other process? > > > 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. > > > > If that does not fix it, see method 2 of > > http://support.microsoft.com/kb/910214/en-us where you temporarily > > change the currency of the wrong account. > |
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#4
06-29-2007, 04:18 AM
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| Re: Active Statement downloads into incorrect account I am having the exact same problem; however, I am still using MSMoney 2004 and can't seem to find the options that you are explaining. Am I just not looking in the correct place? "Cal Learner-- MVP" wrote: - quote - > In microsoft.public.money, Jason wrote: > > "Cal Learner-- MVP" wrote: > > > > Yes. The simplest, which would apply to your having just downloaded > > > into the wrong account recently would be File-> Restore a recent > > > backup. > > > If that was from long ago, there is another process. > > > Thanks...unfortunately, much data would be lost...what is the other process? > 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. > If that does not fix it, see method 2 of > http://support.microsoft.com/kb/910214/en-us where you temporarily > change the currency of the wrong account. |
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#3
06-28-2007, 12:05 PM
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| Re: Active Statement downloads into incorrect account In microsoft.public.money, Jason wrote: - quote - > "Cal Learner-- MVP" wrote:
If OFX Web statements are placed in the wrong account, blank the> > Yes. The simplest, which would apply to your having just downloaded > > into the wrong account recently would be File-> Restore a recent > > backup. > > If that was from long ago, there is another process. > Thanks...unfortunately, much data would be lost...what is the other process? 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. If that does not fix it, see method 2 of http://support.microsoft.com/kb/910214/en-us where you temporarily change the currency of the wrong account. |
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#2
06-28-2007, 04:08 AM
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| Re: Active Statement downloads into incorrect account "Cal Learner-- MVP" wrote: - quote - > Yes. The simplest, which would apply to your having just downloaded
Thanks...unfortunately, much data would be lost...what is the other process?> into the wrong account recently would be File-> Restore a recent > backup. > If that was from long ago, there is another process. Jason |
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#1
06-28-2007, 04:07 AM
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| Re: Active Statement downloads into incorrect account I think the simplest way is to goto manage online services and stop the online services for the FI and then start the services again. -- Neil "Jason" <Jason[at]discussions.microsoft.com> wrote in message news:52FC2158-1A23-4893-A2BD-16D66161D40E[at]microsoft.com... - quote - > I am downloading an Actice Statement from an FI. On the first download I > incorrectly selected the wrong account. I downloaded a second tim and the > transactions automatically go into the incorrectly selected account - I am > not asked to select an account this time. I have not found any way to > force > Money 2006 Deluxe to allow me to disassociate this Active Statement from > the > wrong account or associate it with the correct one. > Any ideas? > Thanks. |
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06-28-2007, 03:53 AM
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| Re: Active Statement downloads into incorrect account In microsoft.public.money, Jason wrote: - quote - > I am downloading an Actice Statement from an FI. On the first download I
Yes. The simplest, which would apply to your having just downloaded> incorrectly selected the wrong account. I downloaded a second tim and the > transactions automatically go into the incorrectly selected account - I am > not asked to select an account this time. I have not found any way to force > Money 2006 Deluxe to allow me to disassociate this Active Statement from the > wrong account or associate it with the correct one. > Any ideas? into the wrong account recently would be File-> Restore a recent backup. If that was from long ago, there is another process. |
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#-1
06-28-2007, 03:44 AM
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| Active Statement downloads into incorrect account I am downloading an Actice Statement from an FI. On the first download I incorrectly selected the wrong account. I downloaded a second tim and the transactions automatically go into the incorrectly selected account - I am not asked to select an account this time. I have not found any way to force Money 2006 Deluxe to allow me to disassociate this Active Statement from the wrong account or associate it with the correct one. Any ideas? Thanks. |
| Tags |
| account, active, downloads, incorrect, statement |
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