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Old 03-04-2008, 07:41 PM
Cal Learner-- MVP
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Posts: n/a
Default Re: Duplicate Accounts when Online Update

In microsoft.public.money, TeamData wrote:

- quote -

> Thanks for the reply Steve!
> You might be on to something. I bought MS Money 2008. Started to config it,
> got my Bank accounts and all setup. Then, a week later, Wells Fargo changed
> their whole Online system. Face lift for the site and required me to change
> my username and password. I bet that is it.
> I am going to try to attack it from a Wells Fargo config issue.


Wells Fargo appears to have a real OFX server system. See
https://www.wellsfargo.com/wfonline/qm/money/money_2005


- quote -

> Still disappointing that MS Money does not have any log files or other
> troubleshooting tools to figure out these issues. "Give me an error message,
> and I will give you a solution!"
> -John
> "Steve" wrote:
> > =?Utf-8?B?VGVhbURhdGE=?= <TeamData[at]discussions.microsoft.com> wrote on
> > 04 Mar 2008 in group microsoft.public.money:
> > > > I have MS Money 2008 Home & Business. Windows XP-32 bit. When I first
> > > set up MS Money, the Online Updates worked fine. I bank with Wells
> > > Fargo and when I clicked update now, it would go out and update my
> > > Checking and Savings account ok. I have changed a few things, trying
> > > to config MS Money for 1st time use, and now when I update this bank
> > > account, it creates new accounts with a #2 after each one.
> > > > > I changed my user name and password, at Wells Fargo request. I went
> > > into MS Money, and Changed the account settings. Ever since then, the
> > > account just failed to connect. Tonight, I went to try it again, and
> > > it did this new account creation with the #2 at the end.
> > > > > Things going down hill fast. > <
> > > > > I did a merge of the two account, after changing the #2 accounts to
> > > Business accounts. It seemed to merge ok, and did not lose my Cat and
> > > stuff.
> > > > > I think I can go back to manually downloading the MSMoney file from
> > > Wells Fargo, but I bought this software to ease my financial burdens,
> > > not add to them.
> > > > > Anyone ever see this behavior? What settings can I look at? The
> > > Update Now option does not look very configurable. It just seems to
> > > go out to the bank, download the file and tries to guess. Any
> > > transaction logs I can review to determine where the problem is?
> > > I use the 2007 business version, and I had the same problem a while back.

> > I couldn't tell for sure, but I think it coincided with changes my bank
> > was making on their web site. As I recall, they were implementing the
> > multifactor login foolishness.
> > > I had to keep marking my old account as not online enabled, then merging

> > with the new account. It stopped happening after a while, with "a while"
> > defined as a few weeks.
> > > --

> > Steve B.
> > New Life Home Improvement

>
  #1  
Old 03-04-2008, 05:54 PM
TeamData
Guest
 
Posts: n/a
Default Re: Duplicate Accounts when Online Update

Thanks for the reply Steve!

You might be on to something. I bought MS Money 2008. Started to config it,
got my Bank accounts and all setup. Then, a week later, Wells Fargo changed
their whole Online system. Face lift for the site and required me to change
my username and password. I bet that is it.

I am going to try to attack it from a Wells Fargo config issue.

Still disappointing that MS Money does not have any log files or other
troubleshooting tools to figure out these issues. "Give me an error message,
and I will give you a solution!"

-John

"Steve" wrote:

- quote -

> =?Utf-8?B?VGVhbURhdGE=?= <TeamData[at]discussions.microsoft.com> wrote on
> 04 Mar 2008 in group microsoft.public.money:
> > I have MS Money 2008 Home & Business. Windows XP-32 bit. When I first
> > set up MS Money, the Online Updates worked fine. I bank with Wells
> > Fargo and when I clicked update now, it would go out and update my
> > Checking and Savings account ok. I have changed a few things, trying
> > to config MS Money for 1st time use, and now when I update this bank
> > account, it creates new accounts with a #2 after each one.
> > > I changed my user name and password, at Wells Fargo request. I went

> > into MS Money, and Changed the account settings. Ever since then, the
> > account just failed to connect. Tonight, I went to try it again, and
> > it did this new account creation with the #2 at the end.
> > > Things going down hill fast. > <
> > > I did a merge of the two account, after changing the #2 accounts to

> > Business accounts. It seemed to merge ok, and did not lose my Cat and
> > stuff.
> > > I think I can go back to manually downloading the MSMoney file from

> > Wells Fargo, but I bought this software to ease my financial burdens,
> > not add to them.
> > > Anyone ever see this behavior? What settings can I look at? The

> > Update Now option does not look very configurable. It just seems to
> > go out to the bank, download the file and tries to guess. Any
> > transaction logs I can review to determine where the problem is?

> I use the 2007 business version, and I had the same problem a while back.
> I couldn't tell for sure, but I think it coincided with changes my bank
> was making on their web site. As I recall, they were implementing the
> multifactor login foolishness.
> I had to keep marking my old account as not online enabled, then merging
> with the new account. It stopped happening after a while, with "a while"
> defined as a few weeks.
> --
> Steve B.
> New Life Home Improvement

 
Old 03-04-2008, 01:09 PM
Steve
Guest
 
Posts: n/a
Default Re: Duplicate Accounts when Online Update

=?Utf-8?B?VGVhbURhdGE=?= <TeamData[at]discussions.microsoft.com> wrote on
04 Mar 2008 in group microsoft.public.money:

- quote -

> I have MS Money 2008 Home & Business. Windows XP-32 bit. When I first
> set up MS Money, the Online Updates worked fine. I bank with Wells
> Fargo and when I clicked update now, it would go out and update my
> Checking and Savings account ok. I have changed a few things, trying
> to config MS Money for 1st time use, and now when I update this bank
> account, it creates new accounts with a #2 after each one.
> I changed my user name and password, at Wells Fargo request. I went
> into MS Money, and Changed the account settings. Ever since then, the
> account just failed to connect. Tonight, I went to try it again, and
> it did this new account creation with the #2 at the end.
> Things going down hill fast. > <
> I did a merge of the two account, after changing the #2 accounts to
> Business accounts. It seemed to merge ok, and did not lose my Cat and
> stuff.
> I think I can go back to manually downloading the MSMoney file from
> Wells Fargo, but I bought this software to ease my financial burdens,
> not add to them.
> Anyone ever see this behavior? What settings can I look at? The
> Update Now option does not look very configurable. It just seems to
> go out to the bank, download the file and tries to guess. Any
> transaction logs I can review to determine where the problem is?


I use the 2007 business version, and I had the same problem a while back.
I couldn't tell for sure, but I think it coincided with changes my bank
was making on their web site. As I recall, they were implementing the
multifactor login foolishness.

I had to keep marking my old account as not online enabled, then merging
with the new account. It stopped happening after a while, with "a while"
defined as a few weeks.

--
Steve B.
New Life Home Improvement
  #-1  
Old 03-04-2008, 06:44 AM
TeamData
Guest
 
Posts: n/a
Default Duplicate Accounts when Online Update

I have MS Money 2008 Home & Business. Windows XP-32 bit. When I first set up
MS Money, the Online Updates worked fine. I bank with Wells Fargo and when I
clicked update now, it would go out and update my Checking and Savings
account ok. I have changed a few things, trying to config MS Money for 1st
time use, and now when I update this bank account, it creates new accounts
with a #2 after each one.

I changed my user name and password, at Wells Fargo request. I went into MS
Money, and Changed the account settings. Ever since then, the account just
failed to connect. Tonight, I went to try it again, and it did this new
account creation with the #2 at the end.

Things going down hill fast. > <

I did a merge of the two account, after changing the #2 accounts to Business
accounts. It seemed to merge ok, and did not lose my Cat and stuff.

I think I can go back to manually downloading the MSMoney file from Wells
Fargo, but I bought this software to ease my financial burdens, not add to
them.

Anyone ever see this behavior? What settings can I look at? The Update Now
option does not look very configurable. It just seems to go out to the bank,
download the file and tries to guess. Any transaction logs I can review to
determine where the problem is?

Thanks in advance.
 

Tags
accounts, duplicate, online, update
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