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#16
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| Cal, Thanks for researching this and providing the workarounds. Regards, JB On Nov 15, 2:26 pm, Cal Learner-- MVP <via_newsgr...[at]please.tnxwrote: - quote - > To fix a problem of sometimes generating duplicate IDs, Schwab has > changed their algorithm for generating the transactions IDs (FITID). > The downside of the fix is there will be a one-time set of > duplicated transactions. > To work around this, there are two alternative ways: > 1. Either delete or Void the older of the duplicates. This one > may be a little more difficult if it is harder keep track which are > duplicates. Also, if you have already assigned categories, that > information will be lost. > 2. Void the newer duplicates for now, and perhaps delete them > later. To get all of the newer downloads together, at the top of > the register, select View:SortBy-> SortByEntryOrder. The reason for > Void instead of Delete is that Money will remember the FITID to > avoid thinking that transaction is new if it were to get reloaded. > Remember to switch the View back to sorting by date. |
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#15
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| In microsoft.public.money, johnbusc[at]hotmail.com wrote: - quote - > Duplicate transactions appears to be back; anyone else seeing this
To fix a problem of sometimes generating duplicate IDs, Schwab has> again? changed their algorithm for generating the transactions IDs (FITID). The downside of the fix is there will be a one-time set of duplicated transactions. To work around this, there are two alternative ways: 1. Either delete or Void the older of the duplicates. This one may be a little more difficult if it is harder keep track which are duplicates. Also, if you have already assigned categories, that information will be lost. 2. Void the newer duplicates for now, and perhaps delete them later. To get all of the newer downloads together, at the top of the register, select View:SortBy-> SortByEntryOrder. The reason for Void instead of Delete is that Money will remember the FITID to avoid thinking that transaction is new if it were to get reloaded. Remember to switch the View back to sorting by date. |
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#14
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| On Nov 11, 5:22 pm, neil154 <neil...[at]discussions.microsoft.com> wrote: - quote - > The updates are now working fine for me, no duplication of transactions. Duplicate transactions appears to be back; anyone else seeing this again? JB |
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#13
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| The updates are now working fine for me, no duplication of transactions. "Cal Learner-- MVP" wrote: - quote - > In microsoft.public.money, neil154 wrote: > > Sorry to hear that you are also having the problem but it makes me feel > > better that it is a Schwab problem and hopefully they will get around to > > resolving it. > > > "Hank Oredson" wrote: > > > > I get the duplicate transactions also. > > > Have to manually match them after every connect with Schwab. > > > Good call. |
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#12
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| In microsoft.public.money, neil154 wrote: - quote - > Sorry to hear that you are also having the problem but it makes me feel > better that it is a Schwab problem and hopefully they will get around to > resolving it. > "Hank Oredson" wrote: > > I get the duplicate transactions also. > > Have to manually match them after every connect with Schwab. > Good call. |
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#11
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| Sorry to hear that you are also having the problem but it makes me feel better that it is a Schwab problem and hopefully they will get around to resolving it. "Hank Oredson" wrote: - quote - > I get the duplicate transactions also. > Have to manually match them after every connect with Schwab. > -- > ... Hank > http://home.comcast.net/~horedson/ > http://home.comcast.net/~w0rli/ > "neil154" <neil154[at]discussions.microsoft.com> wrote in message > news:E43D272A-2C76-44E7-A8DF-FB775DEA5A1F[at]microsoft.com... > > I agree with your analysis of the problems that others have had and mine > > seems to be the only post talking about the duplicate transactions. That > > be > > said, I created a new file with only schwab and then did the update and I > > have the exact same problem with the downloads. I have about 8 accounts > > at > > Schwab and there is one transaction in each of two accounts where I have > > the > > problem. The same two transactions as I have with my full account file. > > So > > at this point I am at a loss and will discuss it with Schwab again on > > Monday. > > > Thanks for your advice. > > > "Cal Learner-- MVP" wrote: > > > > In microsoft.public.money, neil154 wrote: > > > > > > I am not saying that you are wrong but I did have the same problem as > > > > most > > > > everyone else and could not download any update. > > > > > I may well have been wrong. However there were several posting about > > > having the problem and then posting that it was working. They have > > > not posted that they have the multiple download of transactions. > > > > > You could try Voiding the duplicates. Sorting the register by Entry > > > Order could make that easier. I am assuming that your doubling up > > > does not turn into tripling up if you again download. > > > > > > > > > > Before that problem I had > > > > no problems with download and now I have the prbloem with the same > > > > transactions downloadind. When I called Schwab they claimed that they > > > > still > > > > have not "completely" resolved the problem and that is why I have the > > > > problem. They obviously could be just giving me a story to get me off > > > > the > > > > phone but I have no way of knowing. > > > > > > > "Cal Learner-- MVP" wrote: > > > > > > > > In microsoft.public.money, neil154 wrote: > > > > > > > > > > It may be working for some folks but it has not been fixed for all. > > > > > > I just > > > > > > got off the phone with Schwab and they advised me that it is not > > > > > > completely > > > > > > fixed and they will not be working on it over the weekend. > > > > > > > > > > > It my case, the same transactions will download everytime I do an > > > > > > update. > > > > > > > > > Your symptoms are quite different from the outage that was related > > > > > to security certificate that was under discussion in the thread. So > > > > > "it" has been fixed. Your problem continues. > > > > > > > > > > > > > > > > > > > > > > > "Herb" wrote: > > > > > > > > > > > > It is WORKING NOW! Thanks for your help. > > > > > > > > > > > > > "Cal Learner-- MVP" wrote: > > > > > > > > > > > > > > In microsoft.public.money, Herb wrote: > > > > > > > > > > > > > > > > Have not been able to update my Charles Schwab transactions for > > > > > > > > > the last 12 > > > > > > > > > hours. Spoke to MS Money support and to Schwab support. Tried > > > > > > > > > some "fixes" > > > > > > > > > but in the end, MONEY Plus still not completing the Schwab > > > > > > > > > account > > > > > > > > > transactions only. > > > > > > > > > Anyone else experiencing this? > > > > > > > > > > > > > > > It should be fixed. Try it now. > > > > > > > > > > > > > |
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#10
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| I get the duplicate transactions also. Have to manually match them after every connect with Schwab. -- ... Hank http://home.comcast.net/~horedson/ http://home.comcast.net/~w0rli/ "neil154" <neil154[at]discussions.microsoft.com> wrote in message news:E43D272A-2C76-44E7-A8DF-FB775DEA5A1F[at]microsoft.com... - quote - > I agree with your analysis of the problems that others have had and mine > seems to be the only post talking about the duplicate transactions. That > be > said, I created a new file with only schwab and then did the update and I > have the exact same problem with the downloads. I have about 8 accounts > at > Schwab and there is one transaction in each of two accounts where I have > the > problem. The same two transactions as I have with my full account file. > So > at this point I am at a loss and will discuss it with Schwab again on > Monday. > Thanks for your advice. > "Cal Learner-- MVP" wrote: > > In microsoft.public.money, neil154 wrote: > > > > I am not saying that you are wrong but I did have the same problem as > > > most > > > everyone else and could not download any update. > > > I may well have been wrong. However there were several posting about > > having the problem and then posting that it was working. They have > > not posted that they have the multiple download of transactions. > > > You could try Voiding the duplicates. Sorting the register by Entry > > Order could make that easier. I am assuming that your doubling up > > does not turn into tripling up if you again download. > > > > > > Before that problem I had > > > no problems with download and now I have the prbloem with the same > > > transactions downloadind. When I called Schwab they claimed that they > > > still > > > have not "completely" resolved the problem and that is why I have the > > > problem. They obviously could be just giving me a story to get me off > > > the > > > phone but I have no way of knowing. > > > > > "Cal Learner-- MVP" wrote: > > > > > > In microsoft.public.money, neil154 wrote: > > > > > > > > It may be working for some folks but it has not been fixed for all. > > > > > I just > > > > > got off the phone with Schwab and they advised me that it is not > > > > > completely > > > > > fixed and they will not be working on it over the weekend. > > > > > > > > > It my case, the same transactions will download everytime I do an > > > > > update. > > > > > > > Your symptoms are quite different from the outage that was related > > > > to security certificate that was under discussion in the thread. So > > > > "it" has been fixed. Your problem continues. > > > > > > > > > > > > > > > > > > "Herb" wrote: > > > > > > > > > > It is WORKING NOW! Thanks for your help. > > > > > > > > > > > "Cal Learner-- MVP" wrote: > > > > > > > > > > > > In microsoft.public.money, Herb wrote: > > > > > > > > > > > > > > Have not been able to update my Charles Schwab transactions for > > > > > > > > the last 12 > > > > > > > > hours. Spoke to MS Money support and to Schwab support. Tried > > > > > > > > some "fixes" > > > > > > > > but in the end, MONEY Plus still not completing the Schwab > > > > > > > > account > > > > > > > > transactions only. > > > > > > > > Anyone else experiencing this? > > > > > > > > > > > > > It should be fixed. Try it now. > > > > > > > > > > |
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#9
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| I agree with your analysis of the problems that others have had and mine seems to be the only post talking about the duplicate transactions. That be said, I created a new file with only schwab and then did the update and I have the exact same problem with the downloads. I have about 8 accounts at Schwab and there is one transaction in each of two accounts where I have the problem. The same two transactions as I have with my full account file. So at this point I am at a loss and will discuss it with Schwab again on Monday. Thanks for your advice. "Cal Learner-- MVP" wrote: - quote - > In microsoft.public.money, neil154 wrote: > > I am not saying that you are wrong but I did have the same problem as most > > everyone else and could not download any update. > I may well have been wrong. However there were several posting about > having the problem and then posting that it was working. They have > not posted that they have the multiple download of transactions. > You could try Voiding the duplicates. Sorting the register by Entry > Order could make that easier. I am assuming that your doubling up > does not turn into tripling up if you again download. > > Before that problem I had > > no problems with download and now I have the prbloem with the same > > transactions downloadind. When I called Schwab they claimed that they still > > have not "completely" resolved the problem and that is why I have the > > problem. They obviously could be just giving me a story to get me off the > > phone but I have no way of knowing. > > > "Cal Learner-- MVP" wrote: > > > > In microsoft.public.money, neil154 wrote: > > > > > > It may be working for some folks but it has not been fixed for all. I just > > > > got off the phone with Schwab and they advised me that it is not completely > > > > fixed and they will not be working on it over the weekend. > > > > > > > It my case, the same transactions will download everytime I do an update. > > > > > Your symptoms are quite different from the outage that was related > > > to security certificate that was under discussion in the thread. So > > > "it" has been fixed. Your problem continues. > > > > > > > > > > > > > "Herb" wrote: > > > > > > > > It is WORKING NOW! Thanks for your help. > > > > > > > > > "Cal Learner-- MVP" wrote: > > > > > > > > > > In microsoft.public.money, Herb wrote: > > > > > > > > > > > > Have not been able to update my Charles Schwab transactions for the last 12 > > > > > > > hours. Spoke to MS Money support and to Schwab support. Tried some "fixes" > > > > > > > but in the end, MONEY Plus still not completing the Schwab account > > > > > > > transactions only. > > > > > > > Anyone else experiencing this? > > > > > > > > > > > It should be fixed. Try it now. > > > > > > > |
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#8
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| In microsoft.public.money, neil154 wrote: - quote - > I am not saying that you are wrong but I did have the same problem as most
I may well have been wrong. However there were several posting about> everyone else and could not download any update. having the problem and then posting that it was working. They have not posted that they have the multiple download of transactions. You could try Voiding the duplicates. Sorting the register by Entry Order could make that easier. I am assuming that your doubling up does not turn into tripling up if you again download. - quote - > Before that problem I had > no problems with download and now I have the prbloem with the same > transactions downloadind. When I called Schwab they claimed that they still > have not "completely" resolved the problem and that is why I have the > problem. They obviously could be just giving me a story to get me off the > phone but I have no way of knowing. > "Cal Learner-- MVP" wrote: > > In microsoft.public.money, neil154 wrote: > > > > It may be working for some folks but it has not been fixed for all. I just > > > got off the phone with Schwab and they advised me that it is not completely > > > fixed and they will not be working on it over the weekend. > > > > > It my case, the same transactions will download everytime I do an update. > > > Your symptoms are quite different from the outage that was related > > to security certificate that was under discussion in the thread. So > > "it" has been fixed. Your problem continues. > > > > > > > > "Herb" wrote: > > > > > > It is WORKING NOW! Thanks for your help. > > > > > > > "Cal Learner-- MVP" wrote: > > > > > > > > In microsoft.public.money, Herb wrote: > > > > > > > > > > Have not been able to update my Charles Schwab transactions for the last 12 > > > > > > hours. Spoke to MS Money support and to Schwab support. Tried some "fixes" > > > > > > but in the end, MONEY Plus still not completing the Schwab account > > > > > > transactions only. > > > > > > Anyone else experiencing this? > > > > > > > > > It should be fixed. Try it now. > > > > > |
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#7
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| I am not saying that you are wrong but I did have the same problem as most everyone else and could not download any update. Before that problem I had no problems with download and now I have the prbloem with the same transactions downloadind. When I called Schwab they claimed that they still have not "completely" resolved the problem and that is why I have the problem. They obviously could be just giving me a story to get me off the phone but I have no way of knowing. "Cal Learner-- MVP" wrote: - quote - > In microsoft.public.money, neil154 wrote: > > It may be working for some folks but it has not been fixed for all. I just > > got off the phone with Schwab and they advised me that it is not completely > > fixed and they will not be working on it over the weekend. > > > It my case, the same transactions will download everytime I do an update. > Your symptoms are quite different from the outage that was related > to security certificate that was under discussion in the thread. So > "it" has been fixed. Your problem continues. > > > "Herb" wrote: > > > > It is WORKING NOW! Thanks for your help. > > > > > "Cal Learner-- MVP" wrote: > > > > > > In microsoft.public.money, Herb wrote: > > > > > > > > Have not been able to update my Charles Schwab transactions for the last 12 > > > > > hours. Spoke to MS Money support and to Schwab support. Tried some "fixes" > > > > > but in the end, MONEY Plus still not completing the Schwab account > > > > > transactions only. > > > > > Anyone else experiencing this? > > > > > > > It should be fixed. Try it now. > > > |
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#6
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| In microsoft.public.money, neil154 wrote: - quote - > It may be working for some folks but it has not been fixed for all. I just
Your symptoms are quite different from the outage that was related> got off the phone with Schwab and they advised me that it is not completely > fixed and they will not be working on it over the weekend. > It my case, the same transactions will download everytime I do an update. to security certificate that was under discussion in the thread. So "it" has been fixed. Your problem continues. - quote - > "Herb" wrote: > > It is WORKING NOW! Thanks for your help. > > > "Cal Learner-- MVP" wrote: > > > > In microsoft.public.money, Herb wrote: > > > > > > Have not been able to update my Charles Schwab transactions for the last 12 > > > > hours. Spoke to MS Money support and to Schwab support. Tried some "fixes" > > > > but in the end, MONEY Plus still not completing the Schwab account > > > > transactions only. > > > > Anyone else experiencing this? > > > > > It should be fixed. Try it now. > > |
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#5
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| It may be working for some folks but it has not been fixed for all. I just got off the phone with Schwab and they advised me that it is not completely fixed and they will not be working on it over the weekend. It my case, the same transactions will download everytime I do an update. "Herb" wrote: - quote - > It is WORKING NOW! Thanks for your help. > "Cal Learner-- MVP" wrote: > > In microsoft.public.money, Herb wrote: > > > > Have not been able to update my Charles Schwab transactions for the last 12 > > > hours. Spoke to MS Money support and to Schwab support. Tried some "fixes" > > > but in the end, MONEY Plus still not completing the Schwab account > > > transactions only. > > > Anyone else experiencing this? > > > It should be fixed. Try it now. > |
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#4
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| It is WORKING NOW! Thanks for your help. "Cal Learner-- MVP" wrote: - quote - > In microsoft.public.money, Herb wrote: > > Have not been able to update my Charles Schwab transactions for the last 12 > > hours. Spoke to MS Money support and to Schwab support. Tried some "fixes" > > but in the end, MONEY Plus still not completing the Schwab account > > transactions only. > > Anyone else experiencing this? > It should be fixed. Try it now. |
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#3
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| In microsoft.public.money, Herb wrote: - quote - > Have not been able to update my Charles Schwab transactions for the last 12
It should be fixed. Try it now.> hours. Spoke to MS Money support and to Schwab support. Tried some "fixes" > but in the end, MONEY Plus still not completing the Schwab account > transactions only. > Anyone else experiencing this? |
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#2
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| I get the error shown below. What does it mean? There is a problem with this website's security certificate. The security certificate presented by this website was not issued by a trusted certificate authority. Security certificate problems may indicate an attempt to fool you or intercept any data you send to the server. We recommend that you close this webpage and do not continue to this website. Click here to close this webpage. Continue to this website (not recommended). "Cal Learner-- MVP" wrote: - quote - > In microsoft.public.money, Herb wrote: > > Have not been able to update my Charles Schwab transactions for the last 12 > > hours. Spoke to MS Money support and to Schwab support. Tried some "fixes" > > but in the end, MONEY Plus still not completing the Schwab account > > transactions only. > > Anyone else experiencing this? > The other people who have posted that are/were. > If you go to https://ofx.schwab.com/ in IE7, do you get a > certificate error? I don't, but some others do. |
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#1
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| I do get a certificate error. "Cal Learner-- MVP" wrote: - quote - > In microsoft.public.money, Herb wrote: > > Have not been able to update my Charles Schwab transactions for the last 12 > > hours. Spoke to MS Money support and to Schwab support. Tried some "fixes" > > but in the end, MONEY Plus still not completing the Schwab account > > transactions only. > > Anyone else experiencing this? > The other people who have posted that are/were. > If you go to https://ofx.schwab.com/ in IE7, do you get a > certificate error? I don't, but some others do. |
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| In microsoft.public.money, Herb wrote: - quote - > Have not been able to update my Charles Schwab transactions for the last 12
The other people who have posted that are/were.> hours. Spoke to MS Money support and to Schwab support. Tried some "fixes" > but in the end, MONEY Plus still not completing the Schwab account > transactions only. > Anyone else experiencing this? If you go to https://ofx.schwab.com/ in IE7, do you get a certificate error? I don't, but some others do. |
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#-1
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| Have not been able to update my Charles Schwab transactions for the last 12 hours. Spoke to MS Money support and to Schwab support. Tried some "fixes" but in the end, MONEY Plus still not completing the Schwab account transactions only. Anyone else experiencing this? |
| Tags |
| brokerage, charles, money, schwab, transactions, update |
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