"Ron" <ronDOTpat[at]REMOVEmchsiDOT.com> wrote in message
news:%23BGR1dd8IHA.3736[at]TK2MSFTNGP06.phx.gbl...
- quote -

It's a 3rd party, Yodlee. If you report the problem to tech support they
may be able to pass it on to Yodlee. Yodlee would be interested in
fixing it. If it's truly a screen layout change problem, it will affect
all of their customers, not just Money users.
--
Chris Cowles
Gainesville, FL

In microsoft.public.money, Ron wrote:

- quote -

Regarding this one aspect, I suggest you add "POS DEBIT"
to
Banking-> AccountTools-> Categories&Payees-> Payees-> GoToPayeeRulesManager

While you are at it, it is usually a good idea to select
Tools-> Settings-> OnlineServices-> ReplacePayeeNames....

You may want to set
Tools-> Settings-> OnlineServices-> AddADescriptionToTheMemoField

Hi Ron,

If credit won't change, then use your NotePad Editor to make required
changes before importing into Money.

As an example,

Your can use NotePads Find and Replace feature to remove all unwanted text,
it happens in a blink of an eye when 'Replace All' is selected.


What I would do is open money, then choose File, on it's menu choose Export.

Export your account then close money.

Open exported account with NotePad.

Observe how it looks.


Now go to your credit company and download their .QIF to your desktop.

Open it with NotePad, observe what needs to change, suspect a simple find
text to remove then 'Replace All' will correct it in a blink of the eye.

Ken

"Ron" <ronDOTpat[at]REMOVEmchsiDOT.com> wrote in message
news:%23Q%23DMrd8IHA.1196[at]TK2MSFTNGP05.phx.gbl...
|
| "Ron" <ronDOTpat[at]REMOVEmchsiDOT.com> wrote in message
| news:O9YSwmd8IHA.3724[at]TK2MSFTNGP03.phx.gbl...
| | > "Ron" <ronDOTpat[at]REMOVEmchsiDOT.com> wrote in message
| > news:%23BGR1dd8IHA.3736[at]TK2MSFTNGP06.phx.gbl...
| > | > | > | > > Regarding the screen scraping, how would this get changed? Is this
with
| > > MS or another service?
| > | | > Is it Yodlee?
| | |
| Found it, it's Yodlee. I signed up for an account and it reports the same
| thing as money. So if the credit won't change, what are the chance yodlee
| will? Since it doesn't work on their site properly either, one would hope
| they would address it.
|
|

Ron wrote:
- quote -

Rename the qfx file: append ".OFX" to the existing name. Then
import.

- quote -

Virtually every financial institution I have creates payee names
like the ones you're seeing. I don't think Quicken will treat
them any differently.

But even if you can't "import" the QFX file from NFCU, you can
open it and view its contents with Notepad. You can see for
yourself what the OFX/QFX payee names look like.

--

John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup

"Ron" <ronDOTpat[at]REMOVEmchsiDOT.com> wrote in message
news:O9YSwmd8IHA.3724[at]TK2MSFTNGP03.phx.gbl...
- quote -

Found it, it's Yodlee. I signed up for an account and it reports the same
thing as money. So if the credit won't change, what are the chance yodlee
will? Since it doesn't work on their site properly either, one would hope
they would address it.

"Ron" <ronDOTpat[at]REMOVEmchsiDOT.com> wrote in message
news:%23BGR1dd8IHA.3736[at]TK2MSFTNGP06.phx.gbl...
- quote -

Is it Yodlee?

"SteveB" <respond[at]online.newsgroup.invalid> wrote in message
news:xn0ft7konhg5t7003[at]msnews.microsoft.com...
- quote -

Regarding the screen scraping, how would this get changed? Is this with MS
or another service?

I uploaded a screenshot of how the account looks here
http://img373.imageshack.us/img373/3...board02ca3.jpg
What has apparently happened is that before the update, they listed the
date, payee and amount. After the credit union updated their website, they
added the extra info on the line "POS Debit Visa Check Card ####" I take it
this is what is causing the issue? The credit union won't revise the page
if this is what is causing it, this is the only think we can figure that has
changed. .

Regarding the analyzing the log file on why the qif file does not show the
payee, I can't find anything on it. Money won't import a qfx file for me,
complains they are corrupted, so I may be stuck going back to quicken and
that stinks.

Thx... frustrating, I like money.

"Chris Cowles" <spam_magnet[at]remove-me-bellsouth.net> wrote in message
news:1C019812-0ECE-47A4-A3A3-EA76E331CE45[at]microsoft.com...
- quote -

least look at the issue. First thing was that they do not support direct
connect, but at least I think I convinced them to try and make an attempt to
fix the unsupported third party downloads. If it's a lot of work, I'm sure
they will tell me to pound sand, but it's worth a try. They wanted
screenshots of the issue like this one
http://img509.imageshack.us/img509/2...board01za0.jpg where you can see
several examples.

I couldn't find anything reference earlier about analyzing the lof file for
import issues related to "POS DEBIT" so if anyone can report a link or
instructions, it would be appreciated. Thank you again.

"SteveB" <respond[at]online.newsgroup.invalid> wrote in message
news:xn0ft85lsrvict000[at]msnews.microsoft.com...
- quote -

I don't dispute your statement. The financial institution in the OP's
case is a credit union, which is why I made that point.
--
Chris Cowles
Gainesville, FL

Chris Cowles wrote:

- quote -

I won't argue with you, but I *will* point out that I was using the
colloquial definition of bank, meaning any business that keeps your
money for you. I should have said "Financial Institution" to be more
accurate.

You can go here:
http://www.microsoft.com/money/bankonline.aspx#
to check whether an FI has a direct or third-party connection. Click on
an FI; if the description says "third party", it's not direct.

--
Steve Bell
New Life Home Improvement
Arlington, TX

"SteveB" <respond[at]online.newsgroup.invalid> wrote in message
news:xn0ft7konhg5t7003[at]msnews.microsoft.com...
- quote -

It's my impression that most credit unions don't do direct connect.
--
Chris Cowles
Gainesville, FL

In microsoft.public.money, Ken wrote:

- quote -

The help item has to do with reading a whole Quicken file and making
a new Money file from it.

I think the person would want to File-> Import... Statement to read
in a .QIF or .QFX transaction file. If the QFX does not work as is,
try renaming it to *.ofx.

Re: Can Money import quicken files?

With money open, choose File, on it's menu choose Import, read instructions
in the Import dialog window.

Ken

"Ron" <Ron[at]discussions.microsoft.com> wrote in message
news:97E4AB27-73BC-4F36-A552-E552833EE8E9[at]microsoft.com...
|
|
| "Ken" wrote:
|
| > How to capture an OFX log file in Money
| > http://support.microsoft.com/kb/911941
| | | > "SteveB" <respond[at]online.newsgroup.invalid> wrote in message
| > news:xn0ft7konhg5t7003[at]msnews.microsoft.com...
| > | Ron wrote:
| > |
| > | | > | | > | > "Chris Cowles" wrote:
| > | | > | > > "Ron" <ronDOTpat[at]REMOVEmchsiDOT.com> wrote in message
| > | > > news:Of3J8MG8IHA.3724[at]TK2MSFTNGP03.phx.gbl...
| > | > > | > | > > > ... Before todays website update, when I downloaded
transactions,
| > | > > > they would show up with regular payee names like Home Depot,
| > | > > > Seven Eleven, etc. As of today, each download is doubled with
| > | > > > one transaction showing the payee name as usual and a matching
| > | > > > transaction showing only "POS Debit Visa - Acct#last4" and you
| > | > > > have to watch for and delete them. This happens on every
| > | > > > VISA/Debit card transaction.
| > | > > | > | > > > I would like to call them and complain and ask them to fix it,
| > | > > > but is it really their issue? It will be an uphill climb as
they
| > | > > > do not support either money or quicken, just imported files.
How
| > | > > > is Money getting the file on the background downloads? Does the
| > | > > > windows live account actually log in and cull data or is the
bank
| > | > > > providing some sort of file they can correct?
| > | > | > | > > I have a similar problem with Synovus bank in Florida. Pending
| > | > > transactions show up anonymously, then again with details. Because
| > | > > I know they'll be duplicated, my approach is to simply delete the
| > | > > anonymously named instance. It also helps to connect to the bank
| > | > > less frequently. The pending transactions will have converted to
| > | > > the actual info within a day or two, reducing the duplication.
| > | | > | > Thanks. Unfortunately for NFCU, the payee named transaction and the
| > | > POS Debit transaction both show up after the transaction has
cleared.
| > | > I don't see any pending transactions in the download. On the NFCU
| > | > website for cleared transactions, I only see the payee named
| > | > transactions, but for some reason, Money+ is reproting both payee
and
| > | > a generic POS Debit transaction. hence my confusion on how money is
| > | > getting the data when NFCU tells me they do not permit third party
| > | > downloads.
| > |
| > | Money uses their own third-party companies (I can't get the names to
| > | come out of my thick head right now, but someone else will be glad to
| > | supply them) to get the data. Those companies use your account name
and
| > | password to log in to the web site the same way you do, display your
| > | account, the same way you do, copy the data into a file, reformat it,
| > | and feed it into Money. This is call "screen scraping".
| > |
| > | The screen scrapers obviously don't try to massage your data, just
| > | report what the bank shows on the web site. If the bank changes the
web
| > | page, the screen scraper software has to be changed to match.
| > |
| > | It's best to use the direct connection, but most banks have dropped
| > | that feature because:
| > | * They have to pay for a server, bandwith, and programmers to provide
| > | it.
| > | * You no longer have an incentive to log on to their site so they can
| > | show you ads.
| > |
| > | If you're having trouble with the downloaded file, you can open it
with
| > | a text editor. Search the history on this group for a recent
discussion
| > | about how to analyze the file. It addressed your exact problem.
| > |
| > | There's probably a way to log the events as you import data on a
direct
| > | connection, but I don't know what it is. Maybe one of the MVP guys
here
| > | has better information.
| > |
| > | --
| > | Steve Bell
| > | New Life Home Improvement
| > | Arlington, TX
| | |
| I did a search through MS's interface and couldn't find anything, I'll try
| my newsreader when I get home.
|
| Can Money import quicken files? Is it safe to say that if manual quicken
| imports show payee names in the register when moneys qif file does not,
that
| if money can import the quicken file, I could do that if the bank doesn't
| want to help with the background downloading?

"Ken" wrote:

- quote -

I did a search through MS's interface and couldn't find anything, I'll try
my newsreader when I get home.

Can Money import quicken files? Is it safe to say that if manual quicken
imports show payee names in the register when moneys qif file does not, that
if money can import the quicken file, I could do that if the bank doesn't
want to help with the background downloading?

How to capture an OFX log file in Money
http://support.microsoft.com/kb/911941


"SteveB" <respond[at]online.newsgroup.invalid> wrote in message
news:xn0ft7konhg5t7003[at]msnews.microsoft.com...
| Ron wrote:
|
| | | > "Chris Cowles" wrote:
| | > > "Ron" <ronDOTpat[at]REMOVEmchsiDOT.com> wrote in message
| > > news:Of3J8MG8IHA.3724[at]TK2MSFTNGP03.phx.gbl...
| > > | > > > ... Before todays website update, when I downloaded transactions,
| > > > they would show up with regular payee names like Home Depot,
| > > > Seven Eleven, etc. As of today, each download is doubled with
| > > > one transaction showing the payee name as usual and a matching
| > > > transaction showing only "POS Debit Visa - Acct#last4" and you
| > > > have to watch for and delete them. This happens on every
| > > > VISA/Debit card transaction.
| > > | > > > I would like to call them and complain and ask them to fix it,
| > > > but is it really their issue? It will be an uphill climb as they
| > > > do not support either money or quicken, just imported files. How
| > > > is Money getting the file on the background downloads? Does the
| > > > windows live account actually log in and cull data or is the bank
| > > > providing some sort of file they can correct?
| > | > > I have a similar problem with Synovus bank in Florida. Pending
| > > transactions show up anonymously, then again with details. Because
| > > I know they'll be duplicated, my approach is to simply delete the
| > > anonymously named instance. It also helps to connect to the bank
| > > less frequently. The pending transactions will have converted to
| > > the actual info within a day or two, reducing the duplication.
| | > Thanks. Unfortunately for NFCU, the payee named transaction and the
| > POS Debit transaction both show up after the transaction has cleared.
| > I don't see any pending transactions in the download. On the NFCU
| > website for cleared transactions, I only see the payee named
| > transactions, but for some reason, Money+ is reproting both payee and
| > a generic POS Debit transaction. hence my confusion on how money is
| > getting the data when NFCU tells me they do not permit third party
| > downloads.
|
| Money uses their own third-party companies (I can't get the names to
| come out of my thick head right now, but someone else will be glad to
| supply them) to get the data. Those companies use your account name and
| password to log in to the web site the same way you do, display your
| account, the same way you do, copy the data into a file, reformat it,
| and feed it into Money. This is call "screen scraping".
|
| The screen scrapers obviously don't try to massage your data, just
| report what the bank shows on the web site. If the bank changes the web
| page, the screen scraper software has to be changed to match.
|
| It's best to use the direct connection, but most banks have dropped
| that feature because:
| * They have to pay for a server, bandwith, and programmers to provide
| it.
| * You no longer have an incentive to log on to their site so they can
| show you ads.
|
| If you're having trouble with the downloaded file, you can open it with
| a text editor. Search the history on this group for a recent discussion
| about how to analyze the file. It addressed your exact problem.
|
| There's probably a way to log the events as you import data on a direct
| connection, but I don't know what it is. Maybe one of the MVP guys here
| has better information.
|
| --
| Steve Bell
| New Life Home Improvement
| Arlington, TX

Ron wrote:

- quote -

Money uses their own third-party companies (I can't get the names to
come out of my thick head right now, but someone else will be glad to
supply them) to get the data. Those companies use your account name and
password to log in to the web site the same way you do, display your
account, the same way you do, copy the data into a file, reformat it,
and feed it into Money. This is call "screen scraping".

The screen scrapers obviously don't try to massage your data, just
report what the bank shows on the web site. If the bank changes the web
page, the screen scraper software has to be changed to match.

It's best to use the direct connection, but most banks have dropped
that feature because:
* They have to pay for a server, bandwith, and programmers to provide
it.
* You no longer have an incentive to log on to their site so they can
show you ads.

If you're having trouble with the downloaded file, you can open it with
a text editor. Search the history on this group for a recent discussion
about how to analyze the file. It addressed your exact problem.

There's probably a way to log the events as you import data on a direct
connection, but I don't know what it is. Maybe one of the MVP guys here
has better information.

--
Steve Bell
New Life Home Improvement
Arlington, TX

"Chris Cowles" wrote:

- quote -

Thanks. Unfortunately for NFCU, the payee named transaction and the POS
Debit transaction both show up after the transaction has cleared. I don't
see any pending transactions in the download. On the NFCU website for
cleared transactions, I only see the payee named transactions, but for some
reason, Money+ is reproting both payee and a generic POS Debit transaction.
hence my confusion on how money is getting the data when NFCU tells me they
do not permit third party downloads.

"Ron" <ronDOTpat[at]REMOVEmchsiDOT.com> wrote in message
news:Of3J8MG8IHA.3724[at]TK2MSFTNGP03.phx.gbl...
- quote -

I have a similar problem with Synovus bank in Florida. Pending
transactions show up anonymously, then again with details. Because I
know they'll be duplicated, my approach is to simply delete the
anonymously named instance. It also helps to connect to the bank less
frequently. The pending transactions will have converted to the actual
info within a day or two, reducing the duplication.
--
Chris Cowles
Gainesville, FL

I bank with Navy Federal Credit Union and I am *trying* to adapt to MS Money
plus (demo right now) from scattered use of Quicken. I'd like to learn how
money gets my bank information so I can make an educated call/complaint to
the credit unions technical group about the data I am getting.

I am currently testing two mny files, one automated and one manual. Today
with NFCU, when I do their recommended manual method by signing on to the
website, selecting a date period then importing a QIF file, all the
transactions show up as "POS Debit Visa - Acct#last4" and no other
information. If I managed to enter the transaction from the receipt before
the download, I prompts me to match it. All is good except I don't always,
rarely actually, get receipts from my wife, nor do I often enter receipts as
soon as they happen. Having just entries for POS Debit Visa -
Acctlast4makes it very difficult to use Money to its fullest potential
unless I manually fix each and every transaction which is equally as
frustrating and each account is a seperate download to boot.

On the automated downloaded file, all was great up to today, for the most
part. However, today NFCU updated their online account portal so users can
now see pending transactions (authorizations) plus cleared transactions in
one browser window to explain to the user the difference between available
balance and current balance. Before todays website update, when I
downloaded transactions, they would show up with regular payee names like
Home Depot, Seven Eleven, etc. As of today, each download is doubled with
one transaction showing the payee name as usual and a matching transaction
showing only "POS Debit Visa - Acct#last4" and you have to watch for and
delete them. This happens on every VISA/Debit card transaction.

I would like to call them and complain and ask them to fix it, but is it
really their issue? It will be an uphill climb as they do not support
either money or quicken, just imported files. How is Money getting the file
on the background downloads? Does the windows live account actually log in
and cull data or is the bank providing some sort of file they can correct?

If I cannot get them to fix either the duplicated entries on the downloads
or the lack of payee names on the imports, money is useless to me and I
really like this program and would like to use it.

Thanks for any advice and help.