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Old 10-14-2008, 01:02 PM
Cal Learner-- MVP
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Default Re: Import Problems

In microsoft.public.money, Dave wrote:

- quote -

> I stopped using Money because everytime I download and then import my bank
> account from one institution, it imports into an old, rarely used account. I
> have been able to download statements correctly in the past. I don't know
> why this problem has started and what I should do.
> Money no longer asks which account to import into. Any ideas how to get it
> to ask? That would probably solve this problem.


If OFX Web statements are placed in the wrong account, blank the
Financial Institution (FI) for the *wrong* account in account
settings. Do that in the Account Settings/Details, which you can
reach by right-clicking the account name on the Account List. Don't
just change the FI. Blank it.

On the Account List, if there are transactions to read for the
wrong account, right-click TransactionsToRead, and then click
Delete Statement.

Import the OFX file. Money should ask which account to use. Tell
Money the statement should go onto the right account.

Put the FI for the *wrong* account back.


If that does not fix it, see method 2 of
http://support.microsoft.com/kb/910214/en-us where you temporarily
change the currency of the wrong account.
  #-1  
Old 10-14-2008, 05:55 AM
Dave
Guest
 
Posts: n/a
Default Import Problems

I stopped using Money because everytime I download and then import my bank
account from one institution, it imports into an old, rarely used account. I
have been able to download statements correctly in the past. I don't know
why this problem has started and what I should do.

Money no longer asks which account to import into. Any ideas how to get it
to ask? That would probably solve this problem.
 

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import, problems
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