Imported transactions not appearing

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- Previous
  - 1
    - M06 and MSN Synchronize I've just upgraded to M06 trial from M04. M04 used to ask me to synchronize with MSN money upon close. M06 does not ask and does not seem to by synchronizing with MSN money. My bill pay and statement downloads appear to be working fine. Any ideas? Thanks, Dave Tag: Imported transactions not appearing Tag: 194105
  - 2
    - automatic account updates Hi Everyone, Could someone please post a detailed description of how these updates occur. I sign in with passport and have all the required information for my bank saved in money etc., but I've yet to see a download occur automatically. I usually end up doing a manual update. Just what are the rules that govern the automatic downloads are to happen. I am talking about regular bank account downloads etc. - not the stock quotes thing. Thanks for your help. Oh by the way I'm running the newest version 2006 premium. Jim Tag: Imported transactions not appearing Tag: 194093
  - 3
    - canadian version to us version Hi there, I used money when i lived in Canada but this year i moved to the US. I changed the base currency but how do i change the other options (ie the msn page to the money.msn.com instead of money.msn.ca?) I tried re-installing the program and that didnt help and i dont want to purchase '06 unless i can get this fixed Cheers Tag: Imported transactions not appearing Tag: 194092
  - 4
    - Money 2006 Fixes/Upgrades I'm a glutton for punishment and ready to run down to Costco and buy Money 2006. Just curious though, did Money 2006 fix the aggravating "screen flicker" issue in the Portfolio view that I got as a bonus in Money 2005? Tag: Imported transactions not appearing Tag: 194091
  - 5
    - How do I handle Real Estate agents refunds? My wife and I will be closing on a house soon and we used a company that offers 1% cash back of the sales price. How would I record that in Money? Suggestions? Tag: Imported transactions not appearing Tag: 194086
  - 6
    - Hogging all of my resources Tried to start money a couple of days ago and it is hogging all of my resources. I didn't change anything. Could someone please give me a fix. It's been a week since I was able to use it. Money 2005 TIA, Chris Tag: Imported transactions not appearing Tag: 194084
  - 7
    - Dell Financial I have a dell financial credit card. Well it is not a credit card because I can only use it at dell. It is a dell prefered card. The problem I have is that it does not display on pocket pc version because it is not considered a credit card. I have it right now set under loan and liabilities. Is there something I am doing wrong? Should I set up a dell prefered card as something else, maybe there is a way to trick money into telling it that it is a credit card. Also because it is not a credit card it does not show up as one. There for when it shows my credit card balances and ow much I owe on the credit cards it does not show up because it is under another category. Any help is appreciated. I hope I explained it correctly. Currently I am using money 2006, but... I was using money 2005, and that is where I had the problem with pocket pc. Even if it does not show up in Pocket PC ( Since there is no version of 2006 Pocket Pc ) then I would like to at least get it to credit card status so I can track it. Thank you in advance. Zack Tag: Imported transactions not appearing Tag: 194083
  - 8
    - Holding Different Currencies in Same Account.. I'm using the Canadian version of Money 2004. I was wondering if its possible to hold two different currencies in the same brokerage account (ie: US dollars and Canadian dollars). Money is set up now to show all my cash holdings in my brokerage account in Canadian dollars. As soon as I try to tranfer US dollars to my account money converts it to Canadian and combines it with any of the Canadian dollars I'm holding. I would like to be able to tranfer US funds to this same brokerage account and have them remain separate from the Canadian cash and show me with two cash holdings. Thanks Joel Tag: Imported transactions not appearing Tag: 194079
  - 9
    - Product id on downloaded copy of MOENY 2006 is not recognized I have tried to use the online email and chat services for MONEY 2006 but cannot. The prduct ID that shows up on the 'about Money' tab under 'help' is not recognized by MSN - - any idea why this is occuriring and how I can get it reconciled???? Tag: Imported transactions not appearing Tag: 194076
  - 10
    - transactions automatically entered into accounts Recent switched from MONEY 2004 to 2006. As transactions are automatically found and downloaded, they are automatically entered into the acounts in the account register without allowing me to look it over and ensure the right spending category is recorded - - - in MONEY 2004 you were required to 'accept' the downloaded transaction where you could assign a spending category. Is there a way to force 2006 to allow the user to review the downloaded tranaction before it is recorded into the account register????? s/Rick Tag: Imported transactions not appearing Tag: 194075
  - 11
    - 529 Plan I have one 529 plan, which can be shared by multiple children (I do this reduce custodial fees). I would like the lifetime planner to allow me to point to one 529 account for two children, instead of each child needing their own. What this causes in lifetime planner is to show one child with excessive money after college, while indicating that I am paying for all of the college expenses from current cash flow for the other. Is there a way to address this issue? Tag: Imported transactions not appearing Tag: 194073
  - 12
    - Losing online setup I have had Money 2006 lose the online setup for a credit union and a credit card. I then have to go back and try and setup the online services again. When Money finds my accounts, it adds them as duplicates of the existing accounts that still exist. Shouldn't this product be smart enough to find the existing accounts and match up the online settings? I have had to do this twice now. Tag: Imported transactions not appearing Tag: 194069
  - 13
    - Money 2006 bankground banking problems I have one bank and two credit cards which appear to use OFX Direct/Bankground Banking - Money 2006 says it made successful calls to all 3, but there are no transactions to review (I am not automatically accepting transactions in the global settings), when I know there indeed are. No matter how many times I try updating, no new transactions have appeared for the last 2-3 days. Tag: Imported transactions not appearing Tag: 194068
  - 14
    - Deferred Comp Account in Lifetime Planner? I am having trouble figuring out how to put a deferred comp retirement account in Lifetime Planner. The def comp account takes pretax money out of my salary and is matched by my employer. It is a retirement account, but it is different from most in that it must be distributed at retirement. In this case in two annual installments. I beilve that LP assumes that retirement accounts are distributed last only after all taxable accounts are consumed. (unless age 70.5 comes first). Any LP experts out there? Thanks Tag: Imported transactions not appearing Tag: 194061
  - 15
    - Money downloads bank information from MSN Billpay Wondering if I'm just doing something stupid. I use MSN Billpay and had used Microsoft Money. Long story but I dropped using Money last year because I had a ton of online data issues I couldn't fix. I kept using the web interface for Billpay. Anyway, I gave Money 2006 a whirl. It recognized that my passport had stuff on the MSN Money site linked to it. It downloaded the payment bank information from MSN Billpay into Money as a bank. But it thinks the financial institution is MSN Billpay, not my bank. So, now I can't set it up to download the actual statements. Anyone know if I'm missing something basic here? It's driving me nuts. Tag: Imported transactions not appearing Tag: 194060
  - 16
    - 2006 Yodlee changes? The fact that you're using Yodlee to sync shouldn't require a Passport or data on MS servers. Password and other info could be held on your local PC like other online services, or accessed via an existing Yodlee account. Does Money 2006 still require a Passport and all data on MS servers to utilize the Yodlee sync services? Thanks - John Tag: Imported transactions not appearing Tag: 194058
  - 17
    - Can't find a way to enter Employee Stock Options for foreign stock I tried everything and still can't find a way to enter Employee Stock Option for a stock denominated in foreign currency (Euro for example). Microsoft support reproduced the problem - case# SRX050720601835. Was anyone able to find a way to do this? The help says that money supports investments in foreign currencies and as well as Employee Stock Options. The combination of these two however seems impossible. ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/communities/newsgroups/list/en-us/default.aspx?mid=6c1a4540-b1b4-4bab-a854-239910682523&dg=microsoft.public.money Tag: Imported transactions not appearing Tag: 194047
  - 18
    - Custom investment types I have been waiting patiently for Money to support custom investment types (besides the stock "small cap stock", "bond", etc). I know 2006 again doesn't support this. Has anyone found a workaround that lets you group your investments in a customized way (for instance, you could group and total all your tech stocks, all your financial stocks, etc). Tag: Imported transactions not appearing Tag: 194043
  - 19
    - How do you reallocate yearly expenses in monthly budget? I have been using MS Money since 1995, but JUST started using the Budget feature. I can't figure out how to reallocate yearly expenses on a monthly basis. For example, I have Computer:Supplies in my budget for 80.00 per year (ink, etc.). So the budget shows 7.00 per month. However, when I purchased ink for 17.00 this month, I am over budget by 10.00. I can reallocate next month's amount for 7.00, but I am still 3.00 short. How can I make Money understand that the 17.00 should come out of the 80.00 and not show that it is an expense Overbudget? How does everyone else handle this problem? Lori Tag: Imported transactions not appearing Tag: 194041
  - 20
    - QIF file import problem in Money 2006 Hello, after upgrading to Money 2006, when I manually import a QIF file containing my credit card statement, the import dialog box proceeds normally and the account register shows the cradit card account has 20 transactions to review- but when I open the credit card account to review them they are not visible. This procedure worked fine before the upgrade (Money 2004). I have already repaired the Money file twice. Thanks in advance, Noah Tag: Imported transactions not appearing Tag: 194037
  - 21
    - Money 2006 is faster for me I up grade every year. Last was a major change. This year I see few changes but ones we all have wanted. Also for me, the program is much faster. I have a large file of almost 60k. My suggestion for those who have 2004 is go upgrade !!! marc Tag: Imported transactions not appearing Tag: 194036
  - 22
    - Question indirectly related to Money 2004/2005 Hi all, I've got a question that is indirectly related to Money 2004 onwards. I have designed a software application for recipes that has an interface similar to Money 2004+, in the following ways: 1. UI Layout is the same (ie, Menubar, toolbar, taskpad, main panel, help pane, etc) 2. A tabbed toolbar like Money 2005 is also included 3. Color scheme for the menubar is similar to Money 2004 4. The task-based homepage is the same as in Money 2004, and uses the same color scheme, style and layout. The html and css files of Money were used as a starting/learning point. I would also like to point out, that: 1. All controls (including menubar, toolbar, taskpad, etc) have been developed from the ground up by myself 2. All icons in the program have been designed to be unique for the product. So my question (actually 2) is: 1. Is everything legal and am I allowed to develop such a product? 2. Is there an email, contact form where I can contact MS about such issues? Thanks, Ivan Tag: Imported transactions not appearing Tag: 194033
  - 23
    - which version support msn portfolio I am using msn portfolio to track my investments, but its really screwy. Is their a version of Money 2006 that I can use to track my portfolio investments, even if I have to put them in manually. thanks Nick Tag: Imported transactions not appearing Tag: 194029
  - 24
    - Bank Statement Download Issues I am downloading statements from our credit union and can only receive transactions through 6/6/2005. There are many transactions after this date that are displayed on the website, but they do not download. Is there a setting somewhere that is preventing transactions after 6/6/2005 from being downloaded? Another issue: The same account shows that there are transactions to be read, but I cannot them to indicate that they have been read. Please advise. Thanks in advance for your assistance. Tag: Imported transactions not appearing Tag: 194026
  - 25
    - Download from Bank Troubles I need help. My wife downloaded our statements from our bank online. This is something we have done successfully within Money many times. However, this time there was approximately 4 months worth of transactions and it took several attempts to actually receive the download without Money crashing. We finally did it. The problem is that when we click on "Read Online Statements" or "Transactions to read: 980" the scroll bar loading it finishes and then the program just hangs. The computer's hard drive keeps working (and will continue to do so for up to 20 hours) but all to no avail. At that point we can't do anything with the program except end it through the task manager. The transactions never do display. How can I delete the information we downloaded from the bank? I'm thinking we'll be o.k. if we can do that. We'll then try downloading the 4 months of info in 4 or 5 smaller chunks. So, how do I delete the info? By the way, I am using Microsoft Money 2000 v.8.0 on Win98SE. Any help would be greatly appreciated. Thanks Tag: Imported transactions not appearing Tag: 194019
- Next
  - 1
    - Budget and Account Transfers - Money 2006 Alright, I've been using Money 2003 for some time mainly as an electronic checkbook as it helps me balance easily from my bank. Well, I'm moving up to Money 2006, and trying to take advantage of some more of the features. I have a checking, savings, retirement, and home equity loan account. I want the home equity loan and retirement to show up as budgeted items, but they do not. I have read elsewhere that if you do not include those accounts in the budget then they will show up under "Transfers out of budget accounts". Well, I do that and they do not. I understand the idea behind cash flow, and debts and payments, but I still want it to show up in my budget. I've been using Excel for the longest time, but I'm duplicating efforts, and would like this budget to effectively show money leaving my checking and/or savings account. I don't care if it transferred to another account I have in Money or not. Thanks for any assistance you can provide. Tag: Imported transactions not appearing Tag: 194018
  - 2
    - Downloading transactions up-graded to money 2006 deluxe from 2005. unable to download tranactions from bank web sited to money. not a problem before until up-grade. any help? thanks -- JOHHNY M Tag: Imported transactions not appearing Tag: 194015
  - 3
    - money sucks money makes changes to the program to sell new copies of the same crap. money is adding and subtracting, if u feel the need to rebuy the same crap year after year, I have a car and a freeway for sale . Microsoft has me fed up with this crap...F Msoft Tag: Imported transactions not appearing Tag: 194010
  - 4
    - Re: money "CCrusher" <invalid@domain.com> wrote in message news:... > How many versions of money will there be? When will people get to stop > buying the same old program year after year. If Microsoft was into > landscaping, they would sell the same tree they planted in 1990 to the > buyer year after year.....Microsoft says "mam, you owe us 40 dollars".., > mam says " but you charged me for that tree 3 years ago"...Microsoft > says.." yes, but the tree has grown, and with increased ability of the > tree, you must constantly pay for the same tree. yet the tree is the same > tree." Intellectual property, or the same adding and subtracting program > resold year after year. Money blows...and Microsoft blows by limiting what > chinese ppl can search for with IE. Shame on microsoft and their good for > nothing ppl whom can only repackage the same old crap year after year. If > it wasnt for Macintosh, Msoft wouldnt know what an icon was. > Tag: Imported transactions not appearing Tag: 194007
  - 5
    - money How many versions of money will there be? When will people get to stop buying the same old program year after year. If Microsoft was into landscaping, they would sell the same tree they planted in 1990 to the buyer year after year.....Microsoft says "mam, you owe us 40 dollars".., mam says " but you charged me for that tree 3 years ago"...Microsoft says.." yes, but the tree has grown, and with increased ability of the tree, you must constantly pay for the same tree. yet the tree is the same tree." Intellectual property, or the same adding and subtracting program resold year after year. Money blows...and Microsoft blows by limiting what chinese ppl can search for with IE. Shame on microsoft and their good for nothing ppl whom can only repackage the same old crap year after year. If it wasnt for Macintosh, Msoft wouldnt know what an icon was. Tag: Imported transactions not appearing Tag: 194005
  - 6
    - Bill Pay - Running Balance - GONE in Money 06! Just upgraded from Money 04 to Money 06 and the big thing I have lost is the ability to see my Running Balance and select Bills to be paid on the Bill Pay screen and have it affect my Balance. This is a great tool if you want to play whatif's and see how much you may want to move from the account based on what you have left after bills. But now it's gone in 06! If I can't get that back - then I'm Uninstalling 06 - returning it to Costco and reinstalling 04! Why would Microsoft get rid of such a useful feature! Tag: Imported transactions not appearing Tag: 194001
  - 7
    - Record home purchase q I've just purchased a home and want to record it in Money04. We added an asset account for the title company, to which we wrote checks. Upon closing the loan funded, the title company money cleared. I've created an asset for the house, linked to the loan no problem. Now I want to: 1) clear out the Title Company Escrow asset 2) Record the transaction expenses This is easy with normal double entry accounting as everything is recorded i.e. The loan funds would go to the asset, creating the loan liability & everything upon closing has a place, but I can't see an easy way in Money. Tag: Imported transactions not appearing Tag: 193997
  - 8
    - running Money 97 on Windows XP...? I recently purchased a new laptop running Windows XP. I have the old Microsoft Money 97 and it won't even read the CD properly. I know the CD is fine because I tried reinstalling it on an older machine which was running Windows 98 and it worked fine. Can Money 97 run on the Windows XP operating system?? Thanks, Angela. Tag: Imported transactions not appearing Tag: 193989
  - 9
    - Money keeps changing downloaded ATM withdrawls to Verizon. argh! For many years, Money recognized ATM withdrawls and assigned the correct payee and category automagically. I don't know what I did, but now every ATM withdrawl comes up as a telephone bill payment to Verizon and I have to manually change it. This happens regardless of the ATM withdrawl amount. What can I do to put things back? It's killing me. Using Money2005, btw. Thanks in advance for any help. -josh Tag: Imported transactions not appearing Tag: 193987
  - 10
    - Override Estimated Deposits My husband's paychecks are direct deposit. He is an hourly employee, therefore, the deposit amounts are not a set amount. I have a 'scheduled deposit' set-up to be entered on the day that his paycheck is deposited. The problem I am having with this setup is that when I download transactions from the bank, I have my estimated deposit amount PLUS the actual. Obviously, this can cause a problem if I'm not paying attention. My question: is there a way that I can make my estimated deposit amoutn be 'overridden' by the actual amount? I'm afraid I know the answer to this, but, just had to ask. Thanks, again, all for your assistance on these boards. ~Gwen Tag: Imported transactions not appearing Tag: 193986
  - 11
    - MONEY 2006 PREMIUM AT COSTCO I went over to my local COSTCO warehouse store today and there was Money 2006 PREMIUM only. Price was $20 net. ($59.99 + $3.60 tax - $40.00 rebate = $23.59 for me) OK, so from what I'm reading on this group it looks like Microsoft and Costco are pushing the premium version this year with a whopping $40 rebate. I like dealing with Costco for rebates because you just go online, key in the data, wait a few weeks and you have your rebate without any problems. Now that I have the product in hand, I'm going to wait a little while before installing. It is early and I'm sure there will be a big push around the start of school in late August, early September. From what I've read here, most of you who had Money 2005 and upgraded have found no serious problems with Money 2006 so far. Since I enter my transactions manually anyway, I'm not expecting any significant new stuff. Maybe an easier back-up capability but the USB flash thing I started using last year seemed easier than the old floppies. The package says I get alot of freebees from the third party vendors but I will be very careful implementing them for fear they may screw up my current set-up which I'm very happy with. This marks 10 years for me with Money and although we all know the limitations of the program as far as budgeting and "automatic" data entry, I still find the product well worth my annual $25 contribution to Microsoft. Looking forward to reading more comments about Money 2006, especially if people are finding that Microsoft and their retail partners are pushing Premium more this year instead of Deluxe. Steve Tag: Imported transactions not appearing Tag: 193980
  - 12
    - Going beyond 2 decimal spaces in dollar amounts I invoice people .432 cents sometimes and Money is rounding it. Is there a way to handle more than 2 decimal points? (Money 2004) Tag: Imported transactions not appearing Tag: 193969
  - 13
    - Can I install Money on 3 Computers I currently have Money 2002 Deluxe and I'm thinking of upgrading to 2006. I have money installed on 3 computers in my home. Would I be able to install the program on all three computers and activate them all or would I have to buy 3 separate packages of Microsoft Money. Thanks, Len Tag: Imported transactions not appearing Tag: 193964
  - 14
    - Categorizing downloaded transactions Is there a way to have Money(2005) recognize keywords in downloaded transactions and automatically suggest a category? Are there certain banks whose format is more easily recognized by Money? Tag: Imported transactions not appearing Tag: 193960
  - 15
    - Multiple user on 1 program Hi, I was wondering if anyone know if it is possible to have multiple people using Money 2006 to manage their own accounts. I am able to log into my personal account with the software, but when I try to use another passport, the username and password are not accepted. It does that for all accounts except for the initial setup accounts. Any ideas? Tag: Imported transactions not appearing Tag: 193952
  - 16
    - Problems with Bill Pay Provider First time MS Money user here, just installed 2006 about a week ago. Everything has gone smoothly until attempting to use Bill Pay. I bank with Wachovia, who gives me free Bill Pay service. However, after adding my checking account the "Pay Online" button is grayed-out on the Bills tab. I can log into BillPay via Wachovia's website. How do I change the default BillPay provider from MSN BillPay Service to my free Wachovia BillPay Service? I called Wachovia, but they don't yet do tech support for Money 2006 (just 2005 and older). I tried going into Manage Online Services, but it seems to be a dead end. Anybody know how to get this to work? Tag: Imported transactions not appearing Tag: 193944
  - 17
    - Money 2006 Error Message Just upgraded to Money Premium 2006 from Money Premium 2004. It was installed using the Admin account on the WinXP Pro computer. Rebooted, logged on using the Admin account again, and ran Money 2006. It prompts for password, then converted the Money 2004 file fine. No errors. Rebooted and logged on using a limited user account. Ran Money 2006. Asks for the password, then gives the following error dialog box: "The place you are trying to reach only functions in the Business version of Money, and can't be used in the version you are using now. If you want to use this place you will have to upgrade to Microsoft Money Small Business." The "Send Error Report" button on the dialog box opens IExplorer and shows the following: DETAILS ID: obres:17005 Source: 15.0 We're sorry There is no additional information about this issue in the Error and Event Log Messages or Knowledge Base databases at this time. You can use the links in the Support area to determine whether any additional information might be available elsewhere. Thank you for searching on this message; your search helps us identify those areas for which we need to provide more information. The "OK" button appears to continue to open the Money file with no other errors. This error never appeared in Money 2004. Any ideas what the cause and solution are? Tag: Imported transactions not appearing Tag: 193942
  - 18
    - Budget Accounts/Do they Rollover? Hi, I'm trying to figure out Money 2005 to manage a budget my wife and I just recently started. Our idea for a budget is to take my paycheck (two times a month), and split it into categories based on our spending. These categories almost become mini-accounts from which I make deposits too, and issue expenses from. These categories would be "filled" each time I get paid, for example, the check I get the 15th gets split between the phone bill, electricity, mortgage, whereas the check on the 30th is split into the Doctor, Gifts, and Insurance categories I main idea we had behind a budget is that all these categories are mini-accounts, where money is added to them, and expenses take this money away. These categories also would rollover unused money, that is if I put in $50 for an expense, and only spend $35, next month I'll have $65 the next month. My questions are 1) Does money support adding to categories like I explained above, I'd basically like to click a button when I get paid in the middle of the month, and the paycheck is "deposited" into these different categories. 2) Do the categories rollover? This is essential for a "Vacation" category for example, it's not like I'll be spending $X a month, each month on vacations. I want to see some sort of accumulation when I don't spend. Can MS money support this, without too much hassle? Thanks, --Michael Tag: Imported transactions not appearing Tag: 193939
  - 19
    - mortgage account questions I have two questions about mortgage accounts in Money '03 standard. I setup a mortgage account to track P&I paid on my home's mortgage and linked it to an assest account representing the house. 1.) I setup all the particulars about the loan (interest rate, monthly payment, length of loan, etc) ok but when I go to enter a regular payment, the P&I calculations are way off by at least $100. How can I make sure the calculations are correct? I want to use this account to also double check my lender's calculations and if I have to manually enter the P&I portions every time it defeats this purpose. 2.) Is there any way to enter a negative amount of principal and transfer this amount back into the checking account from which it was paid. I had a billing issue where a payment was "backed-out" and I would like to categorize this transaction as accurately as possible. When I tried entering a negative principal payment, the transaction just disappeared wtihout any pop up dialogs, warnings, etc. Also, the mortgage account does not show up in the drop-down when entering a new transfer transaction. Many thanks, Derick Tag: Imported transactions not appearing Tag: 193938
  - 20
    - LiveToBe100.org is now Live - - - Hi, After a couple weeks of BETA testing I think we have all of the bugs out of the system. Thanks to those of you who helped with the BETA test. LiveToBe100.org is dedicated to providing people over 50 with News and Information on health, money, retirement, social security, anti-ageing, investing, travel, medicine, senior discounts, prescription drugs and more... Click on this link to see what we have done...it's FREE http://LiveToBe100.org Check us out. Thanks, Bill Tag: Imported transactions not appearing Tag: 193937
  - 21
    - Recording Deposits I am currently using M04SB and have a question about recordin deposits in my check register. When I deposit several checks at the ATM and the deposit is downloade during internet updates, I have no way (that I know of) to seperat the Payor's of these checks for the single deposit. Yes, I can do split but that is only for catagory Can anyone tell me if this is the same in M06 or if it has changed? Does anyone know a way around this other than manually entering eac check? That is what I've been doing, recording the deposit manually then deleting the downloaded deposit Thanks Tag: Imported transactions not appearing Tag: 193931
  - 22
    - suport I have Money 2004 and know MS supports a version for several years. How long before you are forced to buy a new version? Tag: Imported transactions not appearing Tag: 193930
  - 23
    - reconcile? i upgraded to MS Money 2005 because Quicken 2002 arbitrarily closed down the 'online services' portion of their software. so i made a switch. but i don't see the 'reconcile' function offered in the new software. is it availabe or am i just looking in the wrong places? i've asked my bank- they don't know. i've looked in the Help file- don't see it. i've browsed thru all the command options- still don't see it. would appreciate it if someone could throw me a bone! Tag: Imported transactions not appearing Tag: 193926
  - 24
    - Shrinking a Money File I just upgraded to Money 2006 and I archived all my records prior to 01/01/2004. Is there a way to now shrink my money file in size? It's still at 20 Megs, same as it was before the archive. I assume since a majority of the data has been archive that I can compress all the open space in the file? I tried repairing the file (Standard and quick) and that didn't shrink the file. Does anyone know of a way? Thanks.... Tag: Imported transactions not appearing Tag: 193914
  - 25
    - Mutual fund association - Fidelity Hello, I had been tracking a 401K manually until recently, when I imported the online Fidelity information. I clicked through the association for one of my funds. Now, whenever it loads the data from the online services it will never try to re-associate the fund so it will keep my old data and try to import the the new data so that it is double counted under different names. Does anyone know how to resolve this? Thanks Tag: Imported transactions not appearing Tag: 193911

I'm trying to automatically import my transactions from my bank
account, but the details are not coming through.

My bank is the Commonwealth Bank in Australia. They have recently
updated their site, so I suspect that may be the problem, but I'm not
100% convinced.

I can only export transactions as an OFC file from my Bank's website.
I'm using MT2OFX to convert this to an OFX file. This worked last time
I did it, a few months ago.

When I import the transactions to MS Money 2005, I only see 3 of the 30
transactions.

Has anyone else experienced this? Any work arounds?

Ivan

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