Tom
Mon Nov 15 07:56:20 CST 2004
Art: OK, I went ahead and set up a new default 'base' file (using
Virualization software) under MS Money 2005. Then I tried importing my BOA
credit card statement. It gave me the little dialog box asking me which
account this statement is tied to, then went ahead and imported the file
without any problem! Imported every transaction and they now show up in the
register!
Which leads me back to my 'normal' Money file. I think I know what is going
on but can't seem to resolve it. Basically, my BOA accounts show up with the
little 'lightning' bolt next to them, which I think says they are an
'online' account. However, I never do anything online with these accounts
except download OFX files directly from teh BOA web server. Therefore, what
I think I need to do is either (1) Disassociate my BOA accounts (or at least
the credit card account) with online setup and then either reassociate them
or just not associate them at all, or (2) Do something that causes the BOA
credit card account to again pop up that little dialog box during the OFX
import which asks which account this OFX download is associated with. If I
can get that far then I think it will re-associate itself with the credit
card account and all will be well.
However, try as I might, I can figure out how to dis-associate these
accounts - either make the lightning bolt go away or cause the credit card
account to once again ask me which account the OFX file is associated with.
I've fiddled around with various options and even tried some things that I
found out on the forum/web but nothing seems to work. Do you happen to know
the steps for this? Also, I assume that the lightning bolt means that the
account is online - do I really need this if all I am ever doing is
downloading transactions via OFX?
Thanks for any help.
Tom
"Art McClinton" <art@nova.org> wrote in message
news:flWjd.9597$ep3.9179@lakeread02...
> I agree that you should probably send a request to money support. Pick
> one bank card OFX file that you would not mind submitting. I would
> create a new money file and only set up the Bank of America credit card
> and see if it will import into the new test file. If you get the same
> error then you have a very small set of files ( the money file and the
> OFX file) that you can send along with your incidenet report. If it does
> work then you might run salvage on your first file.
>
>
> Tom wrote:
>
> > Nope, I haven't found a solution yet. I wrote the people at BOA and
after I
> > explained to them (a number of times) exactly what was happening, I
never
> > heard anything back. I tried another 'fix' I found out on this forum,
> > involving downloading the file, and checking to make sure any '&' were
> > really '&sd' (or something to that effect - I don't have the original
> > email here at work) - but the file looked fine. Again, after much
thought I
> > really don't think it is a file issue myself, since every other download
> > from BOA works fine. It has got to be something with MS Money....
> >
> > I've just been adding in the transactions myself and then checking
online to
> > see if it has come through and if so, then marking it 'cleared' on
Money. A
> > pain, but it works. I guess I will have to break down and file a
support
> > request with MS, since I haven't done that yet.
> >
> > Did you have any other ideas?? ;-)
> >
> > Tom
> >
> > "Art McClinton" <art@nova.org> wrote in message
> > news:w17jd.8717$ep3.395@lakeread02...
> >
> >>Tom
> >>Did you get a solution to the problem?
> >>
> >>Tom wrote:
> >>
> >>
> >>>Michael: I've done that, although I am not sure the people at BOA know
> >
> > what
> >
> >>>is going on. However, the more I think about it the more I have to
> >
> > believe
> >
> >>>this is a Money 2005 issue. I had NO problems downloading any Active
> >>>Statements (i.e. OFX files) in Money 2004. All file types loaded fine;
> >
> > only
> >
> >>>in Money 2005 did the Visa account stuff stop working.
> >>>
> >>>I'll wait a few more days, then I think I will have to file an MS
> >
> > incident.
> >
> >>>BTW, how do we do this? I've done it before but it was a LOOOONG time
> >
> > again
> >
> >>>and don't remember exactly where to look.
> >>>
> >>>Tom
> >>>
> >>>
> >>>"Michael Gordon, MVP" <gordonm@denison.edu> wrote in message
> >>>news:unGMrfjpEHA.2184@TK2MSFTNGP10.phx.gbl...
> >>>
> >>>
> >>>>Have you contacted BofA? I'd do that before opening an incident with
> >
> > MSFT.
> >
> >>>>--
> >>>>Michael Gordon
> >>>>MVP
> >>>>
> >>>>
> >>>>"Tom" <tom@nospam.com> wrote in message
> >>>>news:uIRbgaipEHA.3396@tk2msftngp13.phx.gbl...
> >>>>
> >>>>
> >>>>>I download statements from Bank of America. I am able to successfully
> >>>>>download the statements (via Active Statement OFX files) without any
> >>>>>problems for checking and savings accounts. However, Money 2005 will
> >
> > not
> >
> >>>>>download properly for my credit card account. When I open the OFX
file,
> >>>>>Money 2005 waits for a bit (while the hour glass is on) then says
that
> >>>>>the
> >>>>>import was successful. However, nothing ever gets added to or marked
as
> >>>>>cleared on my credit card account in Money. It is as though Money is
> >>>>>processing the statement but never really does. Again, OFX statements
> >
> > for
> >
> >>>>>checking, savings, etc work fine (download and process correctly);
only
> >>>>>the
> >>>>>credit card statement doesn't. This all worked fine in Money 2004.
> >>>>>
> >>>>>Any ideas on this and a possible solution? Or do I need to file a
> >
> > report
> >
> >>>>>with MS Support?
> >>>>>
> >>>>>Tom
> >>>>>
> >>>>>
> >>>>
> >>>>
> >>>
> >
> >
>