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Old 02-23-2008, 02:23 AM
Babs
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Default Re: OFX downloading into wrong account / Disabling online banking

I just had the same problem. Go to the account you want to download use the
QIF format and save to desktop. Open Money and import file, you can tell it
where you want it to go this way.


"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, brentfid[at]hotmail.com wrote:
> > When I download an OFX file from my financial institution for a
> > specific checking account the transactions in the OFX file are
> > automatically posted to another credit card account I have set up in
> > Money 2007 under the same FI as the checking account.
> > > I have tried to disassociate the FI and the account by going to the

> > account setting of the credit card account and removing the FI from
> > the list but it gives me the message "a bank name must be specified
> > for on-line enabled accounts" How do I disable this account from on-
> > line access and get the OFX to dowload to the correct account?

> If are you doing File-> Import or going thru a web access, disable
> the accounts for online access.

 
Old 02-14-2008, 03:59 AM
Cal Learner-- MVP
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Posts: n/a
Default Re: OFX downloading into wrong account / Disabling online banking

In microsoft.public.money, brentfid[at]hotmail.com wrote:

- quote -

> When I download an OFX file from my financial institution for a
> specific checking account the transactions in the OFX file are
> automatically posted to another credit card account I have set up in
> Money 2007 under the same FI as the checking account.
> I have tried to disassociate the FI and the account by going to the
> account setting of the credit card account and removing the FI from
> the list but it gives me the message "a bank name must be specified
> for on-line enabled accounts" How do I disable this account from on-
> line access and get the OFX to dowload to the correct account?


If are you doing File-> Import or going thru a web access, disable
the accounts for online access.
  #-1  
Old 02-14-2008, 01:12 AM
brentfid@hotmail.com
Guest
 
Posts: n/a
Default OFX downloading into wrong account / Disabling online banking

When I download an OFX file from my financial institution for a
specific checking account the transactions in the OFX file are
automatically posted to another credit card account I have set up in
Money 2007 under the same FI as the checking account.

I have tried to disassociate the FI and the account by going to the
account setting of the credit card account and removing the FI from
the list but it gives me the message "a bank name must be specified
for on-line enabled accounts" How do I disable this account from on-
line access and get the OFX to dowload to the correct account?
 

Tags
account, banking, disabling, downloading, ofx, online, wrong
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