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  #7  
Old 11-08-2007, 12:43 PM
witzend
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Posts: n/a
Default RE: Money Plus does not download new transactions

How about:

Tools> Settings> Online Service Settings
Uncheck "Automatically accept all downloaded transactions from banking
statements"

And

Uncheck "Automatically mark accepted transactions as reconciled (R)

Hope this helps.

"Charles" wrote:

- quote -

> I've been having this problem in which I click to update transactions and
> Money Plus does so, giving no error, updates the balance correcly, says
> "Transactions to be read: nn" stating the correct number of new transactions
> since last synchronization (as checked from the bank web statement), but the
> new transactions do no show in the account registry.
> You can click on the message "Transactions to be read: nn" or go to the
> account list and all you see is the old transactions, with an updated
> balance. The same transactions appear cleared at the bank website. This
> happens with both my checking account at Wachovia and my credit cards at
> other institutions... Only the first synchronization upon installation seems
> to work, all subsequent fail to show the new transactions.
> I even went onto the bank website and downloaded the .OFX file, opened with
> notepad and I can see the new transactions in there, but if I import it, it
> says 'import successful' and 'new transactions to review' but the
> transactions do not appear. Same behavior as in automatic synchronization.
> This is the reason I did not purchase Money 2006 when I evaluated it last
> year. I'm giving a try to this new Plus one and I hate Quicken, I need Money
> to work, please help!

  #6  
Old 11-08-2007, 05:31 AM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Money Plus does not download new transactions

In microsoft.public.money, Charles wrote:

- quote -

> Right, I'll summarize all the steps:
> 0) Original State: shows transactions to be read:5 and shows todays balance
> but only the transactions up to Nov 2. The Web Statement of the bank shows
> cleared what I call 'the new transactions' which are from Nov 5-6, which are
> 5, as Money correctly states, but they don't show in the account register
> 1) ShowStandardizedPayeeNamesForWhichANameIsNotFound was already set days
> ago, so no need to set it up
> 2) Cleaned up IE temp files, verified in View Files that no files except
> cookies where in the folder.
> 3) In Money did QuickRepair of the file. After this it no longer said
> "Transactions to be read: 5".
> 4) I did update transactions, it said it update successfully, and did not
> show that there were any "transaction to be read", but still the new
> transactions from Nov 5 and 6 cannot be seen.
> And alternatively, I created a new money file and added the account to it,
> and in the new file it DID download both old (up to Nov 2) and new (Nov 5 and
> 6) transactions. No show of "Transactions to be read", though
> I recreated the file last Friday 2nd too because I had the same problem and
> by Monday 5th it would not download new transactions as in step 0)
> Only the first synchronization after a file is newly created seems to get
> all transactions. Subsequent synchs only get the new balance and number of
> 'unread' transactions correctly, but the transactions do no appear in register
> I hope this clearly summarizes the problem. Thanks!


Had you deleted the statement(s) with the right click, I would
expect only transactions that occurred after the 5 deleted
transactions would show up. That's not quite where you are tho.
Still, I guess I would see if in the next few days you don't start
getting transactions.

I seem to remember some postings with similar symptoms a few years
ago, but I am not sure. There was a case where a FI was sending back
an apparent date that was far in the future that messed things up.
But you are probably getting info from at least two FIs with real
OFX. And they are not both going to be doing the same things.

Your symptoms don't correspond to what I would expect with Vista and
putting the Money files into ProgramFiles.

You could gather logs (http://support.microsoft.com/kb/911941), but
interpreting them is difficult.

How about buying something on the credit card soon, and see if new
transactions come in. And reboot your computer too.


- quote -

> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, Charles wrote:
> > > > I had the ShowStandardizedPayeeNamesForWhichANameIsNotFound already set from
> > > the beginning. I can't right click on Transactions to read because it doesn't
> > > say that I have any, but there are. Proof is that I created a new file and
> > > created the accounts, and they show the new transactions. I did this before,
> > > if I create a new file, the missing new transactions are downloaed, but
> > > subsequent new transactions after the first synch are not downloaded. What
> > > could it be?
> > > So it originally said "Transactions to be read: nn". Then, after

> > deleting the temp files, it no longer said "Transactions to be read:
> > nn". Then you clicked to UpdateNow. It appeared to get successfully
> > get statements from Wachovia and the credit cards, but no new
> > transactions are there. Right?
> > > > > > > > > > > > "Cal Learner-- MVP" wrote:
> > > > > > In microsoft.public.money, Charles wrote:
> > > > > > > > I saw this procedure in another post, and I did it. I deleted the temp files,
> > > > > even checked by pressing "View files" and all I saw was cookies. Then do the
> > > > > quickrepair and the download and now it doesn't say anymore that there are
> > > > > transactions to be read, but still the new transactions are not showing. Is
> > > > > there anything else I can do? Thanks for the fast response anyways
> > > > > > > Make sure you did the
> > > > ShowStandardizedPayeeNamesForWhichANameIsNotFound
> > > > > > > Right click where it says you have transactions to read, and select
> > > > DeleteStatement. Download again. If there are transactions that get
> > > > missed in the process, enter them by hand.
> > > > > > > > > > > > > > > > "Cal Learner-- MVP" wrote:
> > > > > > > > > > > In Internet Explorer delete your IE temporary files with
> > > > > > Tools-> InternetOptions-> DeleteFiles or
> > > > > > Tools-> InternetOptions-> Delete-> DeleteFiles.
> > > > > > > > > > > Then in Money do File-> RepairMoneyFile-> QuickFileRepair again.
> > > > > > > > > > > Go to Tools-> Settings-> OnlineServiceSetting and
> > > > > > select ShowStandardizedPayeeNamesForWhichANameIsNotFound. This
> > > > > > is a global (inter-file) setting.
> > > > > > > > > > > Download again.
> > > > > > > > > > > > > >
  #5  
Old 11-08-2007, 05:14 AM
Charles
Guest
 
Posts: n/a
Default Re: Money Plus does not download new transactions

Right, I'll summarize all the steps:
0) Original State: shows transactions to be read:5 and shows todays balance
but only the transactions up to Nov 2. The Web Statement of the bank shows
cleared what I call 'the new transactions' which are from Nov 5-6, which are
5, as Money correctly states, but they don't show in the account register
1) ShowStandardizedPayeeNamesForWhichANameIsNotFound was already set days
ago, so no need to set it up
2) Cleaned up IE temp files, verified in View Files that no files except
cookies where in the folder.
3) In Money did QuickRepair of the file. After this it no longer said
"Transactions to be read: 5".
4) I did update transactions, it said it update successfully, and did not
show that there were any "transaction to be read", but still the new
transactions from Nov 5 and 6 cannot be seen.

And alternatively, I created a new money file and added the account to it,
and in the new file it DID download both old (up to Nov 2) and new (Nov 5 and
6) transactions. No show of "Transactions to be read", though
I recreated the file last Friday 2nd too because I had the same problem and
by Monday 5th it would not download new transactions as in step 0)

Only the first synchronization after a file is newly created seems to get
all transactions. Subsequent synchs only get the new balance and number of
'unread' transactions correctly, but the transactions do no appear in register

I hope this clearly summarizes the problem. Thanks!



"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Charles wrote:
> > I had the ShowStandardizedPayeeNamesForWhichANameIsNotFound already set from
> > the beginning. I can't right click on Transactions to read because it doesn't
> > say that I have any, but there are. Proof is that I created a new file and
> > created the accounts, and they show the new transactions. I did this before,
> > if I create a new file, the missing new transactions are downloaed, but
> > subsequent new transactions after the first synch are not downloaded. What
> > could it be?

> So it originally said "Transactions to be read: nn". Then, after
> deleting the temp files, it no longer said "Transactions to be read:
> nn". Then you clicked to UpdateNow. It appeared to get successfully
> get statements from Wachovia and the credit cards, but no new
> transactions are there. Right?
> > > > "Cal Learner-- MVP" wrote:
> > > > In microsoft.public.money, Charles wrote:
> > > > > > I saw this procedure in another post, and I did it. I deleted the temp files,
> > > > even checked by pressing "View files" and all I saw was cookies. Then do the
> > > > quickrepair and the download and now it doesn't say anymore that there are
> > > > transactions to be read, but still the new transactions are not showing. Is
> > > > there anything else I can do? Thanks for the fast response anyways
> > > > > Make sure you did the
> > > ShowStandardizedPayeeNamesForWhichANameIsNotFound
> > > > > Right click where it says you have transactions to read, and select
> > > DeleteStatement. Download again. If there are transactions that get
> > > missed in the process, enter them by hand.
> > > > > > > > > > > > "Cal Learner-- MVP" wrote:
> > > > > > > > > In Internet Explorer delete your IE temporary files with
> > > > > Tools-> InternetOptions-> DeleteFiles or
> > > > > Tools-> InternetOptions-> Delete-> DeleteFiles.
> > > > > > > > > Then in Money do File-> RepairMoneyFile-> QuickFileRepair again.
> > > > > > > > > Go to Tools-> Settings-> OnlineServiceSetting and
> > > > > select ShowStandardizedPayeeNamesForWhichANameIsNotFound. This
> > > > > is a global (inter-file) setting.
> > > > > > > > > Download again.
> > > > > > > > > >
  #4  
Old 11-08-2007, 04:39 AM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Money Plus does not download new transactions

In microsoft.public.money, Charles wrote:

- quote -

> I had the ShowStandardizedPayeeNamesForWhichANameIsNotFound already set from
> the beginning. I can't right click on Transactions to read because it doesn't
> say that I have any, but there are. Proof is that I created a new file and
> created the accounts, and they show the new transactions. I did this before,
> if I create a new file, the missing new transactions are downloaed, but
> subsequent new transactions after the first synch are not downloaded. What
> could it be?


So it originally said "Transactions to be read: nn". Then, after
deleting the temp files, it no longer said "Transactions to be read:
nn". Then you clicked to UpdateNow. It appeared to get successfully
get statements from Wachovia and the credit cards, but no new
transactions are there. Right?





- quote -

> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, Charles wrote:
> > > > I saw this procedure in another post, and I did it. I deleted the temp files,
> > > even checked by pressing "View files" and all I saw was cookies. Then do the
> > > quickrepair and the download and now it doesn't say anymore that there are
> > > transactions to be read, but still the new transactions are not showing. Is
> > > there anything else I can do? Thanks for the fast response anyways
> > > Make sure you did the

> > ShowStandardizedPayeeNamesForWhichANameIsNotFound
> > > Right click where it says you have transactions to read, and select

> > DeleteStatement. Download again. If there are transactions that get
> > missed in the process, enter them by hand.
> > > > > > > > "Cal Learner-- MVP" wrote:
> > > > > > > In Internet Explorer delete your IE temporary files with
> > > > Tools-> InternetOptions-> DeleteFiles or
> > > > Tools-> InternetOptions-> Delete-> DeleteFiles.
> > > > > > > Then in Money do File-> RepairMoneyFile-> QuickFileRepair again.
> > > > > > > Go to Tools-> Settings-> OnlineServiceSetting and
> > > > select ShowStandardizedPayeeNamesForWhichANameIsNotFound. This
> > > > is a global (inter-file) setting.
> > > > > > > Download again.
> > > > > > >
  #3  
Old 11-08-2007, 03:13 AM
Charles
Guest
 
Posts: n/a
Default Re: Money Plus does not download new transactions

I had the ShowStandardizedPayeeNamesForWhichANameIsNotFound already set from
the beginning. I can't right click on Transactions to read because it doesn't
say that I have any, but there are. Proof is that I created a new file and
created the accounts, and they show the new transactions. I did this before,
if I create a new file, the missing new transactions are downloaed, but
subsequent new transactions after the first synch are not downloaded. What
could it be?


"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Charles wrote:
> > I saw this procedure in another post, and I did it. I deleted the temp files,
> > even checked by pressing "View files" and all I saw was cookies. Then do the
> > quickrepair and the download and now it doesn't say anymore that there are
> > transactions to be read, but still the new transactions are not showing. Is
> > there anything else I can do? Thanks for the fast response anyways

> Make sure you did the
> ShowStandardizedPayeeNamesForWhichANameIsNotFound
> Right click where it says you have transactions to read, and select
> DeleteStatement. Download again. If there are transactions that get
> missed in the process, enter them by hand.
> > > > "Cal Learner-- MVP" wrote:
> > > > > In Internet Explorer delete your IE temporary files with
> > > Tools-> InternetOptions-> DeleteFiles or
> > > Tools-> InternetOptions-> Delete-> DeleteFiles.
> > > > > Then in Money do File-> RepairMoneyFile-> QuickFileRepair again.
> > > > > Go to Tools-> Settings-> OnlineServiceSetting and
> > > select ShowStandardizedPayeeNamesForWhichANameIsNotFound. This
> > > is a global (inter-file) setting.
> > > > > Download again.
> > > >
  #2  
Old 11-08-2007, 02:59 AM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Money Plus does not download new transactions

In microsoft.public.money, Charles wrote:

- quote -

> I saw this procedure in another post, and I did it. I deleted the temp files,
> even checked by pressing "View files" and all I saw was cookies. Then do the
> quickrepair and the download and now it doesn't say anymore that there are
> transactions to be read, but still the new transactions are not showing. Is
> there anything else I can do? Thanks for the fast response anyways


Make sure you did the
ShowStandardizedPayeeNamesForWhichANameIsNotFound

Right click where it says you have transactions to read, and select
DeleteStatement. Download again. If there are transactions that get
missed in the process, enter them by hand.

- quote -

> "Cal Learner-- MVP" wrote:
> > > In Internet Explorer delete your IE temporary files with

> > Tools-> InternetOptions-> DeleteFiles or
> > Tools-> InternetOptions-> Delete-> DeleteFiles.
> > > Then in Money do File-> RepairMoneyFile-> QuickFileRepair again.
> > > Go to Tools-> Settings-> OnlineServiceSetting and

> > select ShowStandardizedPayeeNamesForWhichANameIsNotFound. This
> > is a global (inter-file) setting.
> > > Download again.

> >
  #1  
Old 11-08-2007, 02:49 AM
Charles
Guest
 
Posts: n/a
Default Re: Money Plus does not download new transactions

I saw this procedure in another post, and I did it. I deleted the temp files,
even checked by pressing "View files" and all I saw was cookies. Then do the
quickrepair and the download and now it doesn't say anymore that there are
transactions to be read, but still the new transactions are not showing. Is
there anything else I can do? Thanks for the fast response anyways


"Cal Learner-- MVP" wrote:
- quote -

> In Internet Explorer delete your IE temporary files with
> Tools-> InternetOptions-> DeleteFiles or
> Tools-> InternetOptions-> Delete-> DeleteFiles.
> Then in Money do File-> RepairMoneyFile-> QuickFileRepair again.
> Go to Tools-> Settings-> OnlineServiceSetting and
> select ShowStandardizedPayeeNamesForWhichANameIsNotFound. This
> is a global (inter-file) setting.
> Download again.

 
Old 11-08-2007, 02:29 AM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Money Plus does not download new transactions

In microsoft.public.money, Charles wrote:

- quote -

> I've been having this problem in which I click to update transactions and
> Money Plus does so, giving no error, updates the balance correcly, says
> "Transactions to be read: nn" stating the correct number of new transactions
> since last synchronization (as checked from the bank web statement), but the
> new transactions do no show in the account registry.
> You can click on the message "Transactions to be read: nn" or go to the
> account list and all you see is the old transactions, with an updated
> balance. The same transactions appear cleared at the bank website. This
> happens with both my checking account at Wachovia and my credit cards at
> other institutions... Only the first synchronization upon installation seems
> to work, all subsequent fail to show the new transactions.
> I even went onto the bank website and downloaded the .OFX file, opened with
> notepad and I can see the new transactions in there, but if I import it, it
> says 'import successful' and 'new transactions to review' but the
> transactions do not appear. Same behavior as in automatic synchronization.
> This is the reason I did not purchase Money 2006 when I evaluated it last
> year. I'm giving a try to this new Plus one and I hate Quicken, I need Money
> to work, please help!


In Internet Explorer delete your IE temporary files with
Tools-> InternetOptions-> DeleteFiles or
Tools-> InternetOptions-> Delete-> DeleteFiles.

Then in Money do File-> RepairMoneyFile-> QuickFileRepair again.

Go to Tools-> Settings-> OnlineServiceSetting and
select ShowStandardizedPayeeNamesForWhichANameIsNotFound. This
is a global (inter-file) setting.

Download again.

  #-1  
Old 11-08-2007, 02:21 AM
Charles
Guest
 
Posts: n/a
Default Money Plus does not download new transactions

I've been having this problem in which I click to update transactions and
Money Plus does so, giving no error, updates the balance correcly, says
"Transactions to be read: nn" stating the correct number of new transactions
since last synchronization (as checked from the bank web statement), but the
new transactions do no show in the account registry.
You can click on the message "Transactions to be read: nn" or go to the
account list and all you see is the old transactions, with an updated
balance. The same transactions appear cleared at the bank website. This
happens with both my checking account at Wachovia and my credit cards at
other institutions... Only the first synchronization upon installation seems
to work, all subsequent fail to show the new transactions.
I even went onto the bank website and downloaded the .OFX file, opened with
notepad and I can see the new transactions in there, but if I import it, it
says 'import successful' and 'new transactions to review' but the
transactions do not appear. Same behavior as in automatic synchronization.
This is the reason I did not purchase Money 2006 when I evaluated it last
year. I'm giving a try to this new Plus one and I hate Quicken, I need Money
to work, please help!
 

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download, money, transactions
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