In microsoft.public.money, Trey wrote:

- quote -

It was clear that is that that is what you were seeking from the
beginning. Frayed knot.... unless you can do one of these:

1. get the bank to not have the account show up on the web page from
the bank

2. switch to a bank that has direct direct (non-third-party)
downloads.

3. Don't download automatically from that FI. They may offer OFX
file download on their web site, and they may let you select which
accounts get included.


- quote -

Reports, as in the reports listed when you click Reports? Most of
those can be customized to exclude any accounts you like. That does
not apply to the "Monthly reports".

Now if you delete all of the transactions from the account you don't
want, and if you keep deleting the statement without accepting
future statements, that account would not affect anything--
including the "Monthly reports".

"Cal Learner-- MVP" wrote:

- quote -

Is there a way for the account to not even be in Money or do any updates at
all? It's messing with reports.

In microsoft.public.money, Trey wrote:

- quote -

I don't use the third-party download myself, so I wanted
confirmation that the problem does occur with Money Plus.

To work around this, instead of processing the transactions for the
un-wanted account you could right click the on the AccountList page
where it shows you have transactions to read for that account, and
choose DeleteStatement.

"Cal Learner-- MVP" wrote:
- quote -

Plus, just bought it.

In microsoft.public.money, Trey wrote:

- quote -

Correct. Are you using Money Plus, or an earlier version?


- quote -

"Cal Learner-- MVP" wrote:

- quote -

Thanks. I guess I'm "Third Party" ?

"Direct Services* are the fastest, easiest way to connect with your
financial institution and have your statements automatically downloaded into
Money.

* This service is provided by a third party provider, not your financial
institution. It is only available if you have Microsoft Money 2005 or later.
You will need to use Microsoft .NET Passport in order to access your account
information. "

In microsoft.public.money, Trey wrote:

- quote -

With Money Plus, for access direct-- not thru a third party-- the
account should not update in Money Plus. So are you not using Money
Plus, or is the FI coming in thru a third party? See
http://www.microsoft.com/money/bankonline.aspx to see if your FI has
"third party" in the description.

"Cal Learner-- MVP" wrote:

- quote -

This is the situation that I am running in to. I have:
Bank #1
- Account #1
- Account #2
- Account #3

Account #1 and Account #2 are accounts that I use daily.

I have Account #3 marked as closed, because I don't want to see anyting
about it in Money. However, it's still getting updates, and still factored
in within certain areas in Money (uncategorized transactions, etc...) I
don't want anything downloaded or any action taken on Account #3. Is there a
way to stop this?

Thanks Cal,

I do want to disable the accounts, but since the initial setup was never
successful, I don't see the Stop Using Online Services link, just "Finish
setup..."

Matthew

--
Matthew McDermott, MVP
Principal Consultant
Catapult Systems, Inc.


"Cal Learner-- MVP" wrote:

- quote -

In microsoft.public.money, Matthew McDermott wrote:

- quote -

I would think you would want disable these accounts for online
access by clicking ManageOnlineServices, clicking the account, and
then StopUsingOnlineServices.

Now if that is what you don't want to do, because you have other
accounts at the respective FIs that download OK, there would be a
workaround that might do the job for you.
- quote -

For Money Plus, right

Hi,

I have Money Plus Delux and my credit card and 401k don't permit downloads
into money, but Money keeps trying.

I see "Update Unsuccessful" and in the Manage online services it says,
"Complete setup for online services" and "Setup online Services". I do not
want to do either.

How can I tell Money to ignore these two accounts so I can stop the error
messages?

--
Matthew McDermott, MVP
Principal Consultant
Catapult Systems, Inc.