A while ago i incorrectly selected an account to download into and cannot get
rid of it for the life of me. The association with the wrong account sticks.

What happens, I download from institution A. I selected that should be
institution B and it always puts that download into the account for
institution B. I'd like to break the link to institution B so it will
correctly put it into the account for A.

I've tried going through and renaming accounts to no avail. I've downloaded
the OFX files and played with changing account numbers in them, also no luck

Any help much appreciated. Thanks.

Re: Download imports into wrong account by Cal

Cal
Fri Jul 11 17:22:54 CDT 2008

In microsoft.public.money, SJS wrote:

>A while ago i incorrectly selected an account to download into and cannot get
>rid of it for the life of me. The association with the wrong account sticks.
>
>What happens, I download from institution A. I selected that should be
>institution B and it always puts that download into the account for
>institution B. I'd like to break the link to institution B so it will
>correctly put it into the account for A.
>
>I've tried going through and renaming accounts to no avail. I've downloaded
>the OFX files and played with changing account numbers in them, also no luck

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 where you temporarily
change the currency of the wrong account.

Re: Download imports into wrong account by SJS

SJS
Fri Jul 11 17:41:00 CDT 2008

Got it. What I was doing was not redownloading the statement and then
deleting it from the "Account List" by right clicking on it. Instead, had
deleted the individual transactions. That does not work. Deleting the whole
statement and then blanking as described works. Thanks for the help, what
you said jogged me toward that.