I just upgraded from Money2002 to 2005. When I now download my bank checking
account statement it is downloaded to the wrong account, a credit card
account from a different bank. How do I get it to download to the correct
account. I don't even get a window allowing me to choose the account when
downloaded.

Re: OFX Web Statements Downloaded to Wrong Account by via_newsgroup

via_newsgroup
Wed Sep 07 23:13:15 CDT 2005

In microsoft.public.money, arkbagco wrote:

>I just upgraded from Money2002 to 2005. When I now download my bank checking
>account statement it is downloaded to the wrong account, a credit card
>account from a different bank. How do I get it to download to the correct
>account. I don't even get a window allowing me to choose the account when
>downloaded.

If OFX Web statements are placed in the wrong account, see
http://support.microsoft.com/default.aspx?scid=kb;en-us;822390&Product=mny
http://support.microsoft.com/default.aspx?scid=kb;en-us;327241&Product=mny

Re: OFX Web Statements Downloaded to Wrong Account by arkbagco

arkbagco
Thu Sep 08 02:43:03 CDT 2005

using the information at >
http://support.microsoft.com/default.aspx?scid=kb;en-us;822390&Product=mny
stopped the downloading into the wrong account. now when I download I get an
error window the states.

A communication error occurred. Please try your call again.

What next?

"Cal Learner-- MVP" wrote:

> In microsoft.public.money, arkbagco wrote:
>
> >I just upgraded from Money2002 to 2005. When I now download my bank checking
> >account statement it is downloaded to the wrong account, a credit card
> >account from a different bank. How do I get it to download to the correct
> >account. I don't even get a window allowing me to choose the account when
> >downloaded.
>
> If OFX Web statements are placed in the wrong account, see
> http://support.microsoft.com/default.aspx?scid=kb;en-us;822390&Product=mny
> http://support.microsoft.com/default.aspx?scid=kb;en-us;327241&Product=mny
>

Re: OFX Web Statements Downloaded to Wrong Account by via_newsgroup

via_newsgroup
Thu Sep 08 10:53:41 CDT 2005

In microsoft.public.money, arkbagco wrote:

>using the information at >
>http://support.microsoft.com/default.aspx?scid=kb;en-us;822390&Product=mny
>stopped the downloading into the wrong account. now when I download I get an
>error window the states.
>
>A communication error occurred. Please try your call again.
>
>What next?

Confirm that you are doing web download of OFX statements.

Then instead of having Money field the OFX file from the web page,
use IE6 to save the file to a place on your hard drive. Then
File->Import the file from your drive. When you do it that way, what
happens?

http://support.microsoft.com/default.aspx?scid=kb;EN-US;q318378
tells how to repair IE6.



>
>"Cal Learner-- MVP" wrote:
>
>> In microsoft.public.money, arkbagco wrote:
>>
>> >I just upgraded from Money2002 to 2005. When I now download my bank checking
>> >account statement it is downloaded to the wrong account, a credit card
>> >account from a different bank. How do I get it to download to the correct
>> >account. I don't even get a window allowing me to choose the account when
>> >downloaded.
>>
>> If OFX Web statements are placed in the wrong account, see
>> http://support.microsoft.com/default.aspx?scid=kb;en-us;822390&Product=mny
>> http://support.microsoft.com/default.aspx?scid=kb;en-us;327241&Product=mny
>>

Re: OFX Web Statements Downloaded to Wrong Account by gavinski

gavinski
Mon Sep 12 14:19:03 CDT 2005

I have a similar problem. I have a checking that would import the .ofx file
no problem. However, I have since added a savings account from the same bank
and downloaded the .ofx file to my hard drive. When I try to import it, Money
dumps it into the Checking account. When I follow the steps suggested here, I
get the same error: " A communication error occurred. Please try your call
again...etc"

Any ideas?

"Cal Learner-- MVP" wrote:

> In microsoft.public.money, arkbagco wrote:
>
> >using the information at >
> >http://support.microsoft.com/default.aspx?scid=kb;en-us;822390&Product=mny
> >stopped the downloading into the wrong account. now when I download I get an
> >error window the states.
> >
> >A communication error occurred. Please try your call again.
> >
> >What next?
>
> Confirm that you are doing web download of OFX statements.
>
> Then instead of having Money field the OFX file from the web page,
> use IE6 to save the file to a place on your hard drive. Then
> File->Import the file from your drive. When you do it that way, what
> happens?
>
> http://support.microsoft.com/default.aspx?scid=kb;EN-US;q318378
> tells how to repair IE6.
>
>
>
> >
> >"Cal Learner-- MVP" wrote:
> >
> >> In microsoft.public.money, arkbagco wrote:
> >>
> >> >I just upgraded from Money2002 to 2005. When I now download my bank checking
> >> >account statement it is downloaded to the wrong account, a credit card
> >> >account from a different bank. How do I get it to download to the correct
> >> >account. I don't even get a window allowing me to choose the account when
> >> >downloaded.
> >>
> >> If OFX Web statements are placed in the wrong account, see
> >> http://support.microsoft.com/default.aspx?scid=kb;en-us;822390&Product=mny
> >> http://support.microsoft.com/default.aspx?scid=kb;en-us;327241&Product=mny
> >>
>

Re: OFX Web Statements Downloaded to Wrong Account by via_newsgroup

via_newsgroup
Mon Sep 12 14:38:42 CDT 2005

In microsoft.public.money, gavinski wrote:

>I have a similar problem. I have a checking that would import the .ofx file
>no problem. However, I have since added a savings account from the same bank
>and downloaded the .ofx file to my hard drive. When I try to import it, Money
>dumps it into the Checking account. When I follow the steps suggested here, I
>get the same error: " A communication error occurred. Please try your call
>again...etc"

When you do File->Import and browse to the OFX file on your hard
drive, you get " A communication error occurred. Please try your
call again...etc" ?

>
>Any ideas?
>
>"Cal Learner-- MVP" wrote:
>
>> In microsoft.public.money, arkbagco wrote:
>>
>> >using the information at >
>> >http://support.microsoft.com/default.aspx?scid=kb;en-us;822390&Product=mny
>> >stopped the downloading into the wrong account. now when I download I get an
>> >error window the states.
>> >
>> >A communication error occurred. Please try your call again.
>> >
>> >What next?
>>
>> Confirm that you are doing web download of OFX statements.
>>
>> Then instead of having Money field the OFX file from the web page,
>> use IE6 to save the file to a place on your hard drive. Then
>> File->Import the file from your drive. When you do it that way, what
>> happens?
>>
>> http://support.microsoft.com/default.aspx?scid=kb;EN-US;q318378
>> tells how to repair IE6.
>>
>>
>>
>> >
>> >"Cal Learner-- MVP" wrote:
>> >
>> >> In microsoft.public.money, arkbagco wrote:
>> >>
>> >> >I just upgraded from Money2002 to 2005. When I now download my bank checking
>> >> >account statement it is downloaded to the wrong account, a credit card
>> >> >account from a different bank. How do I get it to download to the correct
>> >> >account. I don't even get a window allowing me to choose the account when
>> >> >downloaded.
>> >>
>> >> If OFX Web statements are placed in the wrong account, see
>> >> http://support.microsoft.com/default.aspx?scid=kb;en-us;822390&Product=mny
>> >> http://support.microsoft.com/default.aspx?scid=kb;en-us;327241&Product=mny
>> >>
>>

Re: OFX Web Statements Downloaded to Wrong Account by gavinski

gavinski
Mon Sep 12 14:51:20 CDT 2005

That is correct:

1. Download statement (from bank site)
2. Save to hard disk
3. Money > File > Import > Download Statement
4. Open .ofx file
5. Error: "A communication error occurred. Please try your call
> >again...etc"

This error occurred when I moved the account to "Not held at a financial
institution". Now I can't recover to the point of even downloading my
checking account statements, even after re-associating the account with the
bank.

"Cal Learner-- MVP" wrote:

> In microsoft.public.money, gavinski wrote:
>
> >I have a similar problem. I have a checking that would import the .ofx file
> >no problem. However, I have since added a savings account from the same bank
> >and downloaded the .ofx file to my hard drive. When I try to import it, Money
> >dumps it into the Checking account. When I follow the steps suggested here, I
> >get the same error: " A communication error occurred. Please try your call
> >again...etc"
>
> When you do File->Import and browse to the OFX file on your hard
> drive, you get " A communication error occurred. Please try your
> call again...etc" ?
>
> >
> >Any ideas?
> >
> >"Cal Learner-- MVP" wrote:
> >
> >> In microsoft.public.money, arkbagco wrote:
> >>
> >> >using the information at >
> >> >http://support.microsoft.com/default.aspx?scid=kb;en-us;822390&Product=mny
> >> >stopped the downloading into the wrong account. now when I download I get an
> >> >error window the states.
> >> >
> >> >A communication error occurred. Please try your call again.
> >> >
> >> >What next?
> >>
> >> Confirm that you are doing web download of OFX statements.
> >>
> >> Then instead of having Money field the OFX file from the web page,
> >> use IE6 to save the file to a place on your hard drive. Then
> >> File->Import the file from your drive. When you do it that way, what
> >> happens?
> >>
> >> http://support.microsoft.com/default.aspx?scid=kb;EN-US;q318378
> >> tells how to repair IE6.
> >>
> >>
> >>
> >> >
> >> >"Cal Learner-- MVP" wrote:
> >> >
> >> >> In microsoft.public.money, arkbagco wrote:
> >> >>
> >> >> >I just upgraded from Money2002 to 2005. When I now download my bank checking
> >> >> >account statement it is downloaded to the wrong account, a credit card
> >> >> >account from a different bank. How do I get it to download to the correct
> >> >> >account. I don't even get a window allowing me to choose the account when
> >> >> >downloaded.
> >> >>
> >> >> If OFX Web statements are placed in the wrong account, see
> >> >> http://support.microsoft.com/default.aspx?scid=kb;en-us;822390&Product=mny
> >> >> http://support.microsoft.com/default.aspx?scid=kb;en-us;327241&Product=mny
> >> >>
> >>
>

Re: OFX Web Statements Downloaded to Wrong Account by via_newsgroup

via_newsgroup
Mon Sep 12 16:06:45 CDT 2005

In microsoft.public.money, Cal Learner-- MVP wrote:

>In microsoft.public.money, gavinski wrote:
>
>>I have a similar problem. I have a checking that would import the .ofx file
>>no problem. However, I have since added a savings account from the same bank
>>and downloaded the .ofx file to my hard drive. When I try to import it, Money
>>dumps it into the Checking account. When I follow the steps suggested here, I
>>get the same error: " A communication error occurred. Please try your call
>>again...etc"
>
>When you do File->Import and browse to the OFX file on your hard
>drive, you get " A communication error occurred. Please try your
>call again...etc" ?

I would have been expected that might indicate there is a
"<SEVERITY>ERROR" message in the OFX file. However trying to
duplicate that, I can't.

Is there a "<SEVERITY>ERROR" message in the OFX file?


Re: OFX Web Statements Downloaded to Wrong Account by gavinski

gavinski
Mon Sep 12 16:06:03 CDT 2005

After playing around with the accounts for a while I was able to get the
import wizard to show up during the import for the Checking acct, instead of
the error. But I coulnd't get the wizard to show up for the Savings ofx file
import. So I just deleted BOTH of the accounts and started again....and it
worked!

For the benefit of others who may suffer the same problem:

1. Delete both accounts.
2. Set up "new" Checking account and import .ofx file.
3. Import the Savings acct ofx file, and hit "new" on the import wizard.

Luckily I don't have a lot of data to be reconciled.

"gavinski" wrote:

> That is correct:
>
> 1. Download statement (from bank site)
> 2. Save to hard disk
> 3. Money > File > Import > Download Statement
> 4. Open .ofx file
> 5. Error: "A communication error occurred. Please try your call
> > >again...etc"
>
> This error occurred when I moved the account to "Not held at a financial
> institution". Now I can't recover to the point of even downloading my
> checking account statements, even after re-associating the account with the
> bank.
>
> "Cal Learner-- MVP" wrote:
>
> > In microsoft.public.money, gavinski wrote:
> >
> > >I have a similar problem. I have a checking that would import the .ofx file
> > >no problem. However, I have since added a savings account from the same bank
> > >and downloaded the .ofx file to my hard drive. When I try to import it, Money
> > >dumps it into the Checking account. When I follow the steps suggested here, I
> > >get the same error: " A communication error occurred. Please try your call
> > >again...etc"
> >
> > When you do File->Import and browse to the OFX file on your hard
> > drive, you get " A communication error occurred. Please try your
> > call again...etc" ?
> >
> > >
> > >Any ideas?
> > >
> > >"Cal Learner-- MVP" wrote:
> > >
> > >> In microsoft.public.money, arkbagco wrote:
> > >>
> > >> >using the information at >
> > >> >http://support.microsoft.com/default.aspx?scid=kb;en-us;822390&Product=mny
> > >> >stopped the downloading into the wrong account. now when I download I get an
> > >> >error window the states.
> > >> >
> > >> >A communication error occurred. Please try your call again.
> > >> >
> > >> >What next?
> > >>
> > >> Confirm that you are doing web download of OFX statements.
> > >>
> > >> Then instead of having Money field the OFX file from the web page,
> > >> use IE6 to save the file to a place on your hard drive. Then
> > >> File->Import the file from your drive. When you do it that way, what
> > >> happens?
> > >>
> > >> http://support.microsoft.com/default.aspx?scid=kb;EN-US;q318378
> > >> tells how to repair IE6.
> > >>
> > >>
> > >>
> > >> >
> > >> >"Cal Learner-- MVP" wrote:
> > >> >
> > >> >> In microsoft.public.money, arkbagco wrote:
> > >> >>
> > >> >> >I just upgraded from Money2002 to 2005. When I now download my bank checking
> > >> >> >account statement it is downloaded to the wrong account, a credit card
> > >> >> >account from a different bank. How do I get it to download to the correct
> > >> >> >account. I don't even get a window allowing me to choose the account when
> > >> >> >downloaded.
> > >> >>
> > >> >> If OFX Web statements are placed in the wrong account, see
> > >> >> http://support.microsoft.com/default.aspx?scid=kb;en-us;822390&Product=mny
> > >> >> http://support.microsoft.com/default.aspx?scid=kb;en-us;327241&Product=mny
> > >> >>
> > >>
> >

Re: OFX Web Statements Downloaded to Wrong Account by gavinski

gavinski
Mon Sep 12 16:24:33 CDT 2005

I never received any errors with the OFX files. After deleting both accounts
and re-importing the ofx files everything was fine. (see other follow-up post)

Weird.


"Cal Learner-- MVP" wrote:

> In microsoft.public.money, Cal Learner-- MVP wrote:
>
> >In microsoft.public.money, gavinski wrote:
> >
> >>I have a similar problem. I have a checking that would import the .ofx file
> >>no problem. However, I have since added a savings account from the same bank
> >>and downloaded the .ofx file to my hard drive. When I try to import it, Money
> >>dumps it into the Checking account. When I follow the steps suggested here, I
> >>get the same error: " A communication error occurred. Please try your call
> >>again...etc"
> >
> >When you do File->Import and browse to the OFX file on your hard
> >drive, you get " A communication error occurred. Please try your
> >call again...etc" ?
>
> I would have been expected that might indicate there is a
> "<SEVERITY>ERROR" message in the OFX file. However trying to
> duplicate that, I can't.
>
> Is there a "<SEVERITY>ERROR" message in the OFX file?
>
>

Re: OFX Web Statements Downloaded to Wrong Account by via_newsgroup

via_newsgroup
Mon Sep 12 16:32:57 CDT 2005

In microsoft.public.money, gavinski wrote:

>I never received any errors with the OFX files. After deleting both accounts
>and re-importing the ofx files everything was fine. (see other follow-up post)

Good. I wonder if you could have also accomplished the same thing by
removing the FI from both temporarily.



Re: OFX Web Statements Downloaded to Wrong Account by gavinski

gavinski
Mon Sep 12 16:54:03 CDT 2005

I tried that initially. First removing FI from one, then the other, then
both. At one point I did get the wizard for the checking account, but not
savings. That's when I moved to the next step.

"Cal Learner-- MVP" wrote:

> In microsoft.public.money, gavinski wrote:
>
> >I never received any errors with the OFX files. After deleting both accounts
> >and re-importing the ofx files everything was fine. (see other follow-up post)
>
> Good. I wonder if you could have also accomplished the same thing by
> removing the FI from both temporarily.
>
>
>