After you set up Money 2005 or later versions to download your
online information, the following symptoms occur:
| • | A duplicate account is created and the transactions are
automatically accepted. |
| • | The Payee will appear exactly as it appears on the bank Web
site. |
| • | The Memo field is blank. |
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This behavior occurs because the connectivity for the
Financial Institution is provided by Yodlee and is not an Open Financial
Exchange (OFX) statement download. The duplicate account is designed to enable the
account to receive online information automatically.
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To resolve this behavior, merge the duplicate
account with the original account, and then download the account transactions. To merge an account, follow these steps:
| 1. | On the Account List page, click Merge duplicate
accounts. |
| 2. | Locate the old account in the list.
Note If you do not see your old account in the list on the left, Money considers both accounts to be set up for Online Service. To be able to merge the two accounts, one of the accounts must be considered Offline and one of the accounts must be considered Online. You may have to export the data from the old account and then import the data into the new account.
For more information about how to export and import account information in Microsoft Money, click the following article number to view the article in the Microsoft Knowledge Base:
178830 (http://support.microsoft.com/kb/178830/)
How to export and import account information in Microsoft Money
|
| 3. | Click the drop down arrow that is next to the old account, and then select the new account from the list.
Note Read the information that appears on the screen. Money will indicate that there
may be duplicate transactions between certain dates. This is based off of the
information that has just been downloaded from Yodlee. If the dates of those
transactions overlap with the dates of transactions that are currently in the
Money file, you will have to make sure you delete the duplicates as soon as the
merge is complete. |
| 4. | Click OK. |
You will receive a message that states that the merge was successful.
As mentioned in step 3, this process may cause some
duplicate transactions. After you delete the duplicate transactions, perform another online update to make sure that you have all the latest
transactions. To download the latest transactions again, follow these steps:
| 1. | Click Tools, point to Internet
Updates, click Update Now. |
| 2. | If you have any selections under Account
Transactions, click to select the appropriate check boxes, and
then make sure that your sign in information is entered. |
| 3. | Click Update. |
The transactions should be downloaded, and
then you can match those transactions with existing transactions in your register.
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This behavior is by design.
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The third-party products that this article discusses are manufactured by companies that are independent of Microsoft. Microsoft makes no warranty, implied or otherwise, regarding the performance or reliability of these products.
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