|
#1
| |||
| |||
| Cal, Thanks for the quick response. The account is set up as a Credit Card. The bank is Navy Federal Credit Union. When I download the OFX file directly, it enters all of the information correctly. But I believe you have helped me to identify the problem. I'm downloading the information through MSN MoneyCentral, so, it's probably a glitch with the information scrape through them. I think I'll contact them and see if they can be as helpful as you have been. Thanks again! "Cal Learner-- MVP" wrote: - quote - > In microsoft.public.money, bnkari wrote: > > This only happens on one of my credit cards, so I'm not sure if it's MS Money > > 2007 Home & Business, or my financial institution. > > > When I download information from my credit card holder (I also have a > > savings and checking account with them) the CREDITS are showing up as > > CHARGES. I'm able to match them to my own entries, but after I do, they > > change my entry to a CHARGE. I then have to change them back to a CREDIT. > > The amounts are correct, just annoying to have to change them to CREDIT. > Make sure this is set up as a credit card account. > What kind of downloads are you doing from the problem account? You > might want to identify the credit card, in case others have > experience with it. > Direct OFX downloads come from servers that the financial > institution (FI) provides. It is a well defined protocol. The FI > is providing the data and is trying to be helpful. This would be > the best. In some cases you need to have the FI support people set > up your account for this access, and you may have a different ID and > password for the OFX access. In other cases the login ID and > password are the same as for accessing the FI's web site. It is > identifiable in http://www.microsoft.com/money/bankonline.aspx by > the presence of the word "Direct" without the term "third party". > With Web access you download an OFX or QIF file from the FI's web > server. You may do that with the browser within Microsoft Money, > or you may use a separate browser. The file may be passed directly > to Money by Windows, or your can save the file to disk and > File-> Import within Money. > Third Party download looks at the FI's website and gets the data > from the web pages. It feeds the data to MSN Money (MoneyCentral) > and Microsoft Money gets the data from there. The bank is not > necessarily even aware of this, and is usually not helpful if things > are not working right. If any of your FIs are set up to use this > method, you will need a LiveID/Passport on your file. > > > Thanks in advance for any help! |
| | |||
| |||
| In microsoft.public.money, bnkari wrote: - quote - > This only happens on one of my credit cards, so I'm not sure if it's MS Money
Make sure this is set up as a credit card account.> 2007 Home & Business, or my financial institution. > When I download information from my credit card holder (I also have a > savings and checking account with them) the CREDITS are showing up as > CHARGES. I'm able to match them to my own entries, but after I do, they > change my entry to a CHARGE. I then have to change them back to a CREDIT. > The amounts are correct, just annoying to have to change them to CREDIT. What kind of downloads are you doing from the problem account? You might want to identify the credit card, in case others have experience with it. Direct OFX downloads come from servers that the financial institution (FI) provides. It is a well defined protocol. The FI is providing the data and is trying to be helpful. This would be the best. In some cases you need to have the FI support people set up your account for this access, and you may have a different ID and password for the OFX access. In other cases the login ID and password are the same as for accessing the FI's web site. It is identifiable in http://www.microsoft.com/money/bankonline.aspx by the presence of the word "Direct" without the term "third party". With Web access you download an OFX or QIF file from the FI's web server. You may do that with the browser within Microsoft Money, or you may use a separate browser. The file may be passed directly to Money by Windows, or your can save the file to disk and File-> Import within Money. Third Party download looks at the FI's website and gets the data from the web pages. It feeds the data to MSN Money (MoneyCentral) and Microsoft Money gets the data from there. The bank is not necessarily even aware of this, and is usually not helpful if things are not working right. If any of your FIs are set up to use this method, you will need a LiveID/Passport on your file. - quote - > Thanks in advance for any help! |
|
#-1
| |||
| |||
| This only happens on one of my credit cards, so I'm not sure if it's MS Money 2007 Home & Business, or my financial institution. When I download information from my credit card holder (I also have a savings and checking account with them) the CREDITS are showing up as CHARGES. I'm able to match them to my own entries, but after I do, they change my entry to a CHARGE. I then have to change them back to a CREDIT. The amounts are correct, just annoying to have to change them to CREDIT. Thanks in advance for any help! |
| Tags |
| card, charges, credit, credits, downloaded, downloading, info |
Similar Threads | ||||
| Thread | Forum | Replies | Last Post | |
| Downloaded credit card transactions being put in wrong column (as credits) jsh347@gmail.com: I will usually manually add my credit card purchases until they are downloaded. I put them in the CHARGE column (as I should), but when I download... | Microsoft Money | 1 | 02-11-2006 08:53 PM | |
| Downloading credit card charges to Money 2004 henry denno: When credit card charges are downloaded to Money, the same charges that have been accepted previously are flagged for acceptance by Money along... | Microsoft Money | 1 | 07-18-2004 02:31 PM | |
| Money Credit card charges should be debits and not credits Deepak Shenoy: When ever I make a charge on my american express card I get an entry placed into the charge column. This is fine except is seems to credit my... | Microsoft Money | 1 | 07-11-2004 04:43 AM | |
| Discover Card not downloading finance charges? Jeff Phillips: Has anybody ever had this happen? I had to change discover card account numbers due to fradulent use on my account. Ever since then, I can't... | Microsoft Money | 6 | 01-07-2004 09:00 PM | |
| downloading credit card info Jim: I have set up a credit card account and I can download my purchases for the month in this credit card account. I also have a checking account set... | Microsoft Money | 1 | 10-09-2003 06:54 PM | |
| Thread Tools | |
| Display Modes | |
| |