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Old 02-01-2008, 09:57 PM
Cal Learner-- MVP
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Default Re: Downloads go to closed account

In microsoft.public.money, cadshop wrote:

- quote -

> Because of security reasons I had to close my checking account and open
> another. I created a new account in Money for the new checking account. When
> I download checking transactions they go to the closed account. How can I
> configure money that the downloads now go to the new account?


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.
  #-1  
Old 02-01-2008, 09:44 PM
cadshop
Guest
 
Posts: n/a
Default Downloads go to closed account

Because of security reasons I had to close my checking account and open
another. I created a new account in Money for the new checking account. When
I download checking transactions they go to the closed account. How can I
configure money that the downloads now go to the new account?


 

Tags
account, closed, downloads
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