Money 2003 importing statements to wrong account

#6 05-01-2004, 03:50 AM

Whoops, I meant to include that in my original post. The
Credit Union screen allows:
MS Money OFX
Quicken WebConnect
QIF
I use OFX.

- quote -

> -----Original Message-----
> What file format is the download from your Credit Union?
If QIF, that might
> explain why.
> -Mark
> "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in
message
> news:97l490ln9b0fh69co6cg3s5cb6nc436s3u[at]4ax.com...
> > In microsoft.public.money, Craig wrote:
> > > > P.S. When I was using Money 2000 with this credit
union I
> > > only had to select the account one time in the "Choose
a
> > > Money Account" dialog. After that money would
> > > automatically use the account I selected from then on
> > > out. Money 2003 Deluxe forces me to select the account
> > > every time I download from my Credit Union. Any way
> > > around this? I don't want to select the wrong account
> > > again!
> > > There is no setting. Most accounts get remembered. I
don't know why
> > some do not.
> > .

#5 04-30-2004, 05:08 PM

What file format is the download from your Credit Union? If QIF, that might
explain why.
-Mark

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:97l490ln9b0fh69co6cg3s5cb6nc436s3u[at]4ax.com...
- quote -

> In microsoft.public.money, Craig wrote:
> > P.S. When I was using Money 2000 with this credit union I
> > only had to select the account one time in the "Choose a
> > Money Account" dialog. After that money would
> > automatically use the account I selected from then on
> > out. Money 2003 Deluxe forces me to select the account
> > every time I download from my Credit Union. Any way
> > around this? I don't want to select the wrong account
> > again!
> There is no setting. Most accounts get remembered. I don't know why
> some do not.

#4 04-30-2004, 01:30 PM

In microsoft.public.money, Craig wrote:

- quote -

> P.S. When I was using Money 2000 with this credit union I
> only had to select the account one time in the "Choose a
> Money Account" dialog. After that money would
> automatically use the account I selected from then on
> out. Money 2003 Deluxe forces me to select the account
> every time I download from my Credit Union. Any way
> around this? I don't want to select the wrong account
> again!

There is no setting. Most accounts get remembered. I don't know why
some do not.

#3 04-30-2004, 06:02 AM

- quote -

> -----Original Message-----
> In microsoft.public.money, Mark wrote:
> > Reference
> > http://support.microsoft.com/default.aspx?scid=kb;en-
us;327241&Product=mny
> > Even though the title says 2001, the applies to section
mentions all recent
> > versions of Money.
> http://support.microsoft.com/default.aspx?scid=kb;en-
us;822390&Product=mny
> should also work.

This is a much better approach since you don't lose all
you transaction history. I just used this on a credit
union that can send my OFX files when I request them. I
had also selected a wrong account one time and could not
disconnect it until today. Thanks a bunch!

P.S. When I was using Money 2000 with this credit union I
only had to select the account one time in the "Choose a
Money Account" dialog. After that money would
automatically use the account I selected from then on
out. Money 2003 Deluxe forces me to select the account
every time I download from my Credit Union. Any way
around this? I don't want to select the wrong account
again!

#2 04-29-2004, 06:05 PM

In microsoft.public.money, Mark wrote:

- quote -

> Reference
> http://support.microsoft.com/default...41&Product=mny
> Even though the title says 2001, the applies to section mentions all recent
> versions of Money.

http://support.microsoft.com/default...90&Product=mny
should also work.

#1 04-29-2004, 05:49 PM

Reference
http://support.microsoft.com/default...41&Product=mny
Even though the title says 2001, the applies to section mentions all recent
versions of Money.

-Mark
"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:%23qCYYagLEHA.624[at]TK2MSFTNGP11.phx.gbl...
- quote -

> Delete the financial institution associated with the account and then read
> the financial institution is, I understand, the approach. I'd like to add
> this to the FAQ, but I need somebody who really understands it to validate
> this answer.
> "Claudio" <fenleyca[at]yahoo.com> wrote in message
> news:61c401c42e01$883a1790$a001280a[at]phx.gbl...
> > I donwloaded a statement from one of my banking
> > institutions, but by mistake I updated a wrong account
> > with that statement. Now every time I download a
> > statement from that institution, it goes directly to that
> > wrong accout. How can I stop this automatic update of
> > downloded statements?
> > > Thanks

04-29-2004, 04:25 PM

Delete the financial institution associated with the account and then read
the financial institution is, I understand, the approach. I'd like to add
this to the FAQ, but I need somebody who really understands it to validate
this answer.

"Claudio" <fenleyca[at]yahoo.com> wrote in message
news:61c401c42e01$883a1790$a001280a[at]phx.gbl...
- quote -

> I donwloaded a statement from one of my banking
> institutions, but by mistake I updated a wrong account
> with that statement. Now every time I download a
> statement from that institution, it goes directly to that
> wrong accout. How can I stop this automatic update of
> downloded statements?
> Thanks

#-1 04-29-2004, 03:49 PM

I donwloaded a statement from one of my banking
institutions, but by mistake I updated a wrong account
with that statement. Now every time I download a
statement from that institution, it goes directly to that
wrong accout. How can I stop this automatic update of
downloded statements?

Thanks

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