Personal Finance

Don Awalt · Guest

I have two banks set up with the same bank, with two different user/password
combos. That's because we have accounts with different people accessing them
(wife, daughter, husband), but there is overlap on the two accounts also
(for example, joint checking). I am using Money 2006.

I have carefully set up and resetup these accounts to only bring down the
transactions into a specific account (ie checking) one time, yet it creates
new accounts for all of them in both user/password pairs. I close the
accounts I don't care about, but Money still downloads transactions to them!
SO for example, it creates a second credit card account, a second checking
account, etc. All closed, but all download transactions anyway!

I have to change reports to not include closed accounts, and it creates dupe
payees when I don't accept the transactions.

I have this problem with other accoutns too (like mutual funds). Is this a
bug? How can I get Money to only download transactions for the accounts I
specify in each user/password online account in MOney?

Thanks

Dick Watson · Guest

Because the assumption of the M05+ Yodlee design is that if the bank says
it, it's gospel and you need it in your Money file.

"Don Awalt" <donawalt@removethisgmail.com> wrote in message
news:%23pFcCo%234FHA.3588@TK2MSFTNGP15.phx.gbl...

Vadim Rapp · Guest

Hello Don,
You wrote in conference microsoft.public.money on Mon, 7 Nov 2005
17:24:23 -0500:

DA> I have two banks set up with the same bank, with two different
DA> user/password combos. That's because we have accounts with different
DA> people accessing them (wife, daughter, husband), but there is overlap
DA> on the two accounts also (for example, joint checking). I am using
DA> Money 2006.

DA> I have carefully set up and resetup these accounts to only bring down
DA> the transactions into a specific account (ie checking) one time, yet it
DA> creates new accounts for all of them in both user/password pairs. I
DA> close the accounts I don't care about, but Money still downloads
DA> transactions to them! SO for example, it creates a second credit card
DA> account, a second checking account, etc. All closed, but all download
DA> transactions anyway!

Yes. Closing the account does not prevent from downloading new transactions
into it.

DA> I have to change reports to not include closed accounts, and it creates
DA> dupe payees when I don't accept the transactions.

Every Microsoft representative will readily tell you how deeply they
understand your problem and how terribly they are sorry for the
inconvenience it might have caused. They are always on your side, already
for the 2nd release where this effect is present.

DA> I have this problem with other accoutns too (like mutual funds). Is
DA> this a bug?

No, it is by design. It was made in Money 2005. In 2006 there was a radical improvement:
the duplicate account now becomes closed, which, however, does not prevent
downloading duplicate transactions and reporting them in 1,000 places,
screwing pretty much everything. But hold on, we are now only one step/one
year/one release/one$70 payment for the product, or whatever it costs today,
from the ultimate solution of not downloading the transactions, like it was
only 2 releases ago.

DA> How can I get Money to only download transactions for the accounts I
DA> specify in each user/password online account in MOney?

You can't. Open a tech support incident with Microsoft, listen to their
recommendation, which will be closing other bank accounts; keep the incident
open as long as you can, escalate it as high as you can - all this will
increase the chance of common sense to prevail in the next version by
0.0001%. If sufficient number of customers (like, 10,000) do the same, the
chance will increase to 1%. United, we stand.

Vadim

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