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#9
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| So I persued this with MS and the final answer is that there is no complete solution. Only half solutions. The problem was even escalated to a phone call from them with someone more senior looking into it. You can go into advanced settings and remove the URLS but once Money thinks a financial institution is tied to a particular online bank, you either have to be able to connect to that bank which means you have to have an account with them, or you are stuck or you have to connect to the correct bank if it is listed. I did send an email to their wish list email address along with my case number so they can read it and maybe fix it in an update. I can continue tracking my financial information despite this so I am not going to worry about it until a new version comes out. Then I can decide if I need it. |
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#8
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| When you ask me if I have another institution that is correct, I should use it, I get the feeling you do not fully understand the problem. In anycase, the program comes with email support from MS so I am going that route now. MS addressed the problem in a different manner if you actually have a correctly working direct connection. What they do not address in their KB is how to remove the online setup if you have an incorrect setup. And for the record, I did try what you suggested and I pointed out the flaw in it. |
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#7
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| Howard, I understand the issue and have been trying to provide you the solution. It will only work if you try it. "Howard" <urbanwd[at]yahoo.com> wrote in message news:49012e72.0402091058.6006236b[at]posting.google.com... - quote - > I think you are misunderstanding what happened and offering me > solutions that have problems associated with them. > I do have the correct financial institution (with the correct bank > name) but it now thinks I have web statements and web bill payments > because I selected a similar named bank on the online setup and now > cannot remove that online setup for the incorrect bank. > What I would like to do is keep the institution but remove the online > bank association so that it is back listed with the banks and > brokerages that have no service. > I do appreciate your help, but if this cannot be accomplished, I just > want to know that. I will attempt to contact MS with the question and > see where that goes in the meantime. > > If you have another institution that is correct, you can enter it later. > > But in order for you to remove the association to the website that is > > incorrect, you really need to just remove the financial institution name > > from the account details. Just delete it and the association should go > > away. |
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#6
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| In microsoft.public.money, Howard wrote: - quote - > I think you are misunderstanding what happened and offering me
I take it that you have not tried Bonnie's suggestion.> solutions that have problems associated with them. > I do have the correct financial institution (with the correct bank > name) but it now thinks I have web statements and web bill payments > because I selected a similar named bank on the online setup and now > cannot remove that online setup for the incorrect bank. > What I would like to do is keep the institution but remove the online > bank association so that it is back listed with the banks and > brokerages that have no service. - quote - > I do appreciate your help, but if this cannot be accomplished, I just
Whether it can be accomplished or not is up to you.> want to know that. I will attempt to contact MS with the question and > see where that goes in the meantime. |
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#5
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| I think you are misunderstanding what happened and offering me solutions that have problems associated with them. I do have the correct financial institution (with the correct bank name) but it now thinks I have web statements and web bill payments because I selected a similar named bank on the online setup and now cannot remove that online setup for the incorrect bank. What I would like to do is keep the institution but remove the online bank association so that it is back listed with the banks and brokerages that have no service. I do appreciate your help, but if this cannot be accomplished, I just want to know that. I will attempt to contact MS with the question and see where that goes in the meantime. - quote - > If you have another institution that is correct, you can enter it later. > But in order for you to remove the association to the website that is > incorrect, you really need to just remove the financial institution name > from the account details. Just delete it and the association should go > away. |
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#4
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| If you have another institution that is correct, you can enter it later. But in order for you to remove the association to the website that is incorrect, you really need to just remove the financial institution name from the account details. Just delete it and the association should go away. "Howard" <urbanwd[at]yahoo.com> wrote in message news:49012e72.0402090023.438434d0[at]posting.google.com... - quote - > When I go to reassociate those accounts with a financial institution > though, do I create a new one? > I am really just trying to remove the online services Money thinks > this financial institution has. I also think before I do this that I > cannot create a financial institution with the same name then. |
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#3
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| When I go to reassociate those accounts with a financial institution though, do I create a new one? I am really just trying to remove the online services Money thinks this financial institution has. I also think before I do this that I cannot create a financial institution with the same name then. |
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#2
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| Remove the financial institution from the details on all the accounts. You simply need to disassociate all of the accounts that you said were held there from the wrong institution. "Howard" <urbanwd[at]yahoo.com> wrote in message news:49012e72.0402061055.9f61beb[at]posting.google.com... - quote - > That appears to not really solve the problem. After doing that I > click "Go to online setup" and the first question is to Assign a > Financial Institution. Was there more to your instructions? Do I > have to create a new bank? > If not, how to I remove the incorrect online setup for a Financial > Instution, not an Account? |
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#1
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| That appears to not really solve the problem. After doing that I click "Go to online setup" and the first question is to Assign a Financial Institution. Was there more to your instructions? Do I have to create a new bank? If not, how to I remove the incorrect online setup for a Financial Instution, not an Account? |
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| Go to the account details and remove the financial institution name. "Howard" <urbanwd[at]yahoo.com> wrote in message news:49012e72.0402060648.72672c1c[at]posting.google.com... - quote - > I was exploring if the bank listed in the list was my People's bank or > some other bank so I selected it and then canceled. Now Money 2004 > thinks I can get web statements and web bill payments. ' > If I choose "Change Financial Instution" and select "(Not listed)", > this does not fix the problem. > It is a minor issue but now Money goes to the wrong website if I > select "connect to bank". > Is there a way to erase the online bank associated with my account? |
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#-1
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| I was exploring if the bank listed in the list was my People's bank or some other bank so I selected it and then canceled. Now Money 2004 thinks I can get web statements and web bill payments. ' If I choose "Change Financial Instution" and select "(Not listed)", this does not fix the problem. It is a minor issue but now Money goes to the wrong website if I select "connect to bank". Is there a way to erase the online bank associated with my account? |
| Tags |
| bank, banking, online, picked, wrong |
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