In microsoft.public.money, Jeffrey Kaplan wrote:

- quote -

If you wanted to try switching to using the web OFX statements for
that bank, I suggest you start with a differently-named copy of your
file.

In that copy, discontinue online access to that bank, and remove the
LiveID from the file if that bank was the reason for having the
LiveID. Then download the OFX file. If you get the expected
duplicates, sort the account register by order of entry. Void the
duplicates rather than delete. Money will know that it has seen
those voided transactions and will not present the same ones on a
future OFX file download from that bank. OFX has a unique
transaction ID field for each transaction that lets Money keep
track.

Maintain both files for a while. Then decide which copy of the file
works better for you.

In microsoft.public.money, - Bobb - wrote:

- quote -

Regarding that "off" topic, you would want to enter "Excluded Payee
Names" for the generic payee being provided for the Payee field for
deposits and withdrawals. That would cause Money to not try fill in
the Payee field for those upon download.

"Jeffrey Kaplan" <nomail[at]gordol.org> wrote in message
news:vo5v34l7edv6a45pu0d9sf0cp84gqjms7d[at]gordol.org...
- quote -

So if you do NOT enter anything manually and download new info - THAT
works OK ?

For manually entered info vs. downloaded info - ARE they the same ?
i.e. does the download supply payee / amount/date etc and they are same as
your info ?

DO you have any account for a different FI that "works correctly" - Like
Fidelity, Vanguard etc. ?

( getting off topic here, but ...
I CAN say that MY bank ( as of a few months ago) changed their way of
feeding data and now all data in the download just shows WITHDRAWAL or
DEPOSIT or just the check number. It had worked fine for years but now
when I download - due to aliases - when I change Withdrawal to " My
Electric Company", NEXT month all "Withdrawals" automatically get changed
to " My Electric Company". I called my bank to complain ... they said no
one else complains, yet when I ask others who use the bank, NONE of them
download their stuff. Argggh
It USED to have Payee name for electronic payments and comments on comment
line like " Verizon " or " Comcast" .

So if I entered my stuff everyday and then downloaded, I think that I
would now get 2 entries - the correct one and the "withdrawal" one. As it
is, I only download - so only one instance.

"Marilyn & Bob" <Privacy[at]nospam.please> wrote in message
news:%23AvRvVcwIHA.4848[at]TK2MSFTNGP05.phx.gbl...
- quote -

Me too.
I go to website and when viewing checking or credit card account etc , I
can also elect to download - as QFX file or OFX file. I save to my PC as
checking.ofx, mcard.ofx etc and then open Money - open that account -
File -Import- browse to file.




- quote -

Also true.

"Jeffrey Kaplan" <nomail[at]gordol.org> wrote in message
news:qvp0445lnd1e4fgd49nsfmgnscgm6339vt[at]gordol.org...
- quote -

Previously on microsoft.public.money, Dick Watson said:

- quote -

How about this: "It's not the bank that uses a third party to enable
access via MS Money, it's MS Money that uses a third party to enable
access to the bank that doesn't have direct access".

--
Jeffrey Kaplan www.gordol.org
The from userid is killfiled Send personal mail to gordol

"I've never been involved in a conspiracy to kill anyone before, not
to mention the Emperor!" (Vir Coto, B5 "The Summoning")

That was not my intention. Sorry for misleading you.

Let me re-state your formulation.

Instead of: "my bank uses a third party to enable MS Money access."

Think this: "since my bank refuses to make direct downloads available,
Microsoft and Money have to resort to the third party method to enable MS
Money access to get around the limitations the bank would rather impose on
me."

"Jeffrey Kaplan" <nomail[at]gordol.org> wrote in message
news:adm044lf8tq0pu321fhlphavi8fsq582rc[at]gordol.org...
- quote -

Previously on microsoft.public.money, Dick Watson said:

- quote -

Your comment about the ads seem to imply that by using such a bank
through MS Money, I should be seeing ads in MS Money from that bank.

--
Jeffrey Kaplan www.gordol.org
The from userid is killfiled Send personal mail to gordol

If I Am Ever the Sidekick... 16. I will inform the Hero and his
associates of any embarrassing secrets, so that the Evil Overlord
cannot use them to blackmail me.

The "third party" downloads are necessary since the FIs (financial
institutions) refuse to support direct downloads. They refuse to support
this because rather than Microsoft and Money get your eyeball time they want
you to log into their website to see their ads and cross-marketing and
targeted marketing and so on. To the banks it's all about the business case
for investing in the web presence in the first place: they want to get an
ROI on that investment by getting you see their "great offers" and so forth
and just maybe clicking on them. They couldn't care less about your seeing
transaction data. It's just the bait they use to get you to their site.

So what the third party (read: Yodlee) does is log into the bank's website
just like you would do and then "screen scrape" the resulting pages to
extract the data for download to Money from the ads the bank would rather
you see.

Your comment was that your "bank uses a third party to enable MS Money
access." My point is that the bank is non-cooperatively involved here. If
they were cooperating, the third party would not be necessary and the direct
downloads would work without the WinLiveID and Microsoft's servers being
involved and so on. Which was where this thread started, I thought.

"Jeffrey Kaplan" <nomail[at]gordol.org> wrote in message
news:hva0449k4d8d2co5k2kjff157ctgbv57ds[at]gordol.org...
- quote -

Previously on microsoft.public.money, Dick Watson said:

- quote -

I get no ads. When Money works (which is most of the time) it
downloads the transaction data and merges it with my manually entered
data. That's it.

What ads are you talking about?

--
Jeffrey Kaplan www.gordol.org
The from userid is killfiled Send personal mail to gordol

If I Am Ever the Sidekick... 16. I will inform the Hero and his
associates of any embarrassing secrets, so that the Evil Overlord
cannot use them to blackmail me.

I'd put it another way: your bank doesn't want you to get the data without
seeing their ads, so the third party has to fake it and look at their ads
for you.

"Jeffrey Kaplan" <nomail[at]gordol.org> wrote in message
news:3m5v34hl250fa6bo05gbfcushec7dobnsq[at]gordol.org...
- quote -

Previously on microsoft.public.money, Marilyn & Bob said:

- quote -

I've tried that in the past. I always wind up with duplicates that
don't merge with manually entered data.

--
Jeffrey Kaplan www.gordol.org
The from userid is killfiled Send personal mail to gordol

"The Superior Person's Book Of Words", by Peter Bowler: DEFICIT
FINANCING: A method of disproving the Micawber theory of budgetary
financing, by achieving an annual expenditure higher than annual
income. The technique seems to be restricted, for no apparent reason,
to national governments.

Previously on microsoft.public.money, Cal Learner-- MVP said:

- quote -

Then I'm stuck. My bank uses a third party to enable MS Money access.

--
Jeffrey Kaplan www.gordol.org
The from userid is killfiled Send personal mail to gordol

"He's probably the only true seeker we have." "Then perhaps you do
not know yourself as well as you think." (Cmdr. Sinclair and Amb.
Delenn, B5 "Grail")

Previously on microsoft.public.money, Mark said:

- quote -

That would explain why it didn't work the first time, because my LiveID
login was rejected. And here's the thing: I would need to do this
only when the full access login is rejected.

- quote -

Well, I skimmed it. Most of the suggestions either didn't apply (none
of the error message examples matched mine), are overkill for the
problem (reinstall the program when the problem isn't on my end?) or
destructive (delete the database and start over?).

--
Jeffrey Kaplan www.gordol.org
The from userid is killfiled Send personal mail to gordol

"It's good to have things back to normal." (Lt. Cmdr. Ivanova, B5
"Eyes")

Previously on microsoft.public.money, Cal Learner-- MVP said:

- quote -

When I started this thread, that checkbox didn't make any difference.

--
Jeffrey Kaplan www.gordol.org
The from userid is killfiled Send personal mail to gordol

"I think I really enjoy being a sneak." "Then I hereby appoint you
the official Babylon 5 Sneak In Residence." "Why, thank you." "Now
get the hell out of my chair." (Cmdr. Ivanova and Capt. Sheridan, B5
"Sic Transit Vir")

The Work offline option WILL allow you to get you into a file if you've lost
internet access (or Money cannot connect to the Windows Live ID servers to
validate your signin).
But it does require using the last Password that successfully worked to get
into Money (for example if you had just reset/changed your WLID password
prior to going into Money, you would need to use your old password).

Did you take a look at that KB article I reference?

-Mark

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:j91u34lbi4venvpdif5fbk8lg2fr8ou2i1[at]4ax.com...
- quote -

"Jeffrey Kaplan" <nomail[at]gordol.org> wrote in message
news:sa0u345kgqmlkjp8o6mnbe4i0be0dpf9e6[at]gordol.org...
- quote -

Many banks that do not have a direct OFX server allow you to manually
download an OFX file to Money from their website. Look at your bank's
website. There is probably a Download option which allows you to send an
OFX file to your Money file with a few clicks. That is what I use for my
accounts that do not provide direct OFX services (or charge for them). I
have never had a Passport of LiveID in the 13 years that I have been using
Money.
--
Peace,
BobJ





- quote -

In microsoft.public.money, Jeffrey Kaplan wrote:

- quote -

Right.

- quote -

It was my understanding there was a place to click during sign on to
sign into your file offline. I don't have a LiveID on my file
however.

- quote -

In microsoft.public.money, Jeffrey Kaplan wrote:

- quote -

For those FIs who do not have "third party" in the description at
http://www.microsoft.com/money/bankonline.aspx, yes. For those who
do have "third party" in the description, no.

- quote -

In Money Plus, the ability to do "background banking" (no click
required) download does not require LiveID.

- quote -

No.

Previously on microsoft.public.money, Cal Learner-- MVP said:

- quote -

If I switch from a Windows Live ID to a regular local password option,
will I still be able to download my financial data? Even if I have to
manually initiate the connection? When the bank goes through a third
party service to provide the Money link?

--
Jeffrey Kaplan www.gordol.org
The from userid is killfiled Send personal mail to gordol

If I Am Ever the Sidekick... 16. I will inform the Hero and his
associates of any embarrassing secrets, so that the Evil Overlord
cannot use them to blackmail me.