Bank transactions download to wrong account

Mary Kay · Joined: 13 Feb 2008 Posts: 2

I have 5 accounts setup in MS Money, all for the same bank. (Charter One). I
download transactions all the time for 4 of the accounts with no problem.
However, there's one account that always downloads into the wrong account in
MS Money.

The transactions for that account always download to the first account in my
"Bank Accounts" list in Money. If I rename the accounts to change the
order, the transactions download to whichever account comes first
alphabetically.

I've had this problem with prior verions of Money, and was hoping the latest
version would magically fix it. I'm running Money Plus Deluxe which I just
purchased and installed in January and I still have the same problem. I
tried running the "repair" option in Money and that didn't help.

When I download, I select the Microsoft Money format choice provided by the
bank.

Any help would be appreciated.

--
Mary Kay

Archived from group: microsoft>public>money

Babs · Joined: 23 Feb 2008 Posts: 3

Go to your banks download area, but download as QIF format and save it. Then
go to money and import that one account, you now have the option of telling
it where to go.

"Mary Kay" wrote:

> I have 5 accounts setup in MS Money, all for the same bank. (Charter One). I
> download transactions all the time for 4 of the accounts with no problem.
> However, there's one account that always downloads into the wrong account in
> MS Money.
>
> The transactions for that account always download to the first account in my
> "Bank Accounts" list in Money. If I rename the accounts to change the
> order, the transactions download to whichever account comes first
> alphabetically.
>
> I've had this problem with prior verions of Money, and was hoping the latest
> version would magically fix it. I'm running Money Plus Deluxe which I just
> purchased and installed in January and I still have the same problem. I
> tried running the "repair" option in Money and that didn't help.
>
> When I download, I select the Microsoft Money format choice provided by the
> bank.
>
> Any help would be appreciated.
>
> --
> Mary Kay

Mary Kay · Joined: 13 Feb 2008 Posts: 2

Thansk. That is a decent workaround, but I'd really like it to work the way
all my other accoutns work. It's just one step that way.

--
Mary Kay

"Babs" wrote:

> Go to your banks download area, but download as QIF format and save it. Then
> go to money and import that one account, you now have the option of telling
> it where to go.
>
> "Mary Kay" wrote:
>
> > I have 5 accounts setup in MS Money, all for the same bank. (Charter One). I
> > download transactions all the time for 4 of the accounts with no problem.
> > However, there's one account that always downloads into the wrong account in
> > MS Money.
> >
> > The transactions for that account always download to the first account in my
> > "Bank Accounts" list in Money. If I rename the accounts to change the
> > order, the transactions download to whichever account comes first
> > alphabetically.
> >
> > I've had this problem with prior verions of Money, and was hoping the latest
> > version would magically fix it. I'm running Money Plus Deluxe which I just
> > purchased and installed in January and I still have the same problem. I
> > tried running the "repair" option in Money and that didn't help.
> >
> > When I download, I select the Microsoft Money format choice provided by the
> > bank.
> >
> > Any help would be appreciated.
> >
> > --
> > Mary Kay

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