| Author |
Message |
jmoeller18
Guest
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 Posted:
Sun Dec 12, 2004 9:57 pm Post subject:
depost in wrong account via import |
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How can my deposits which are listed under one account be changed to a
different account?
After importing ofx bank transaction data into money 2004 standard,
some account deposit series are ending up in the wrong account
thx!-Jeff
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Cal Learner-- MVP
Guest
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| Posted:
Sun Dec 12, 2004 10:12 pm Post subject:
Re: depost in wrong account via import |
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In microsoft.public.money, jmoeller18 wrote:
| Quote: | How can my deposits which are listed under one account be changed to a
different account?
After importing ofx bank transaction data into money 2004 standard,
some account deposit series are ending up in the wrong account
thx!-Jeff
To prevent the problem from happening in the future, remove the |
institution listed for the account that incorrectly got the OFX
statement, and reimport. Money should then ask which account should
get the OFX file.
If you have a suitable backup file, you could restore to a point
before you did that process. Restore, remove the institution, import
the file, and then change the institution back.
If restoring is not practical, right-click each wrong-place
transaction and choose "Cut and Paste to Account". Sorting the
register by order of entry may help with that. |
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jmoeller18
Guest
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| Posted:
Mon Dec 13, 2004 3:33 am Post subject:
Re: depost in wrong account via import |
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thx! cut and past to account is excellent! i download and import the
ofx statements manually, i had upgraded from ver 2003 deluxe and that
could be part of the confusion. I may try the reimport (after backing
up) -Jeff
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Cal Learner-- MVP
Guest
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| Posted:
Mon Dec 13, 2004 4:21 am Post subject:
Re: depost in wrong account via import |
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In microsoft.public.money, jmoeller18 wrote:
| Quote: | thx! cut and past to account is excellent! i download and import the
ofx statements manually, i had upgraded from ver 2003 deluxe and that
could be part of the confusion. I may try the reimport (after backing
up)
|
That's good to hear.
You probably want to still remove the financial institution from the
"wrong" account temporarily to cause Money to re-ask who gets OFX
files for that account. |
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jmoeller18
Guest
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| Posted:
Tue Dec 14, 2004 6:03 pm Post subject:
Re: depost in wrong account via import |
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| yes, i realized it was necessary the more i thought about thx!-jeff |
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