Microsoft KB Archive/190416

Money 99: Active Statement Linked to Wrong Account

PSS ID Number: Q190416 Article last modified on 08-13-1998

WINDOWS:99

WINDOWS

================================================================ ==

The information in this article applies to:

 == Microsoft Money 99 == 

= SYMPTOMS =

When you import or download a Web Financial Services online statement into Microsoft Money from the Internet, the statement is downloaded to the wrong account.

= CAUSE =

The first time you downloaded an online statement into Money from the Internet, you associated the statement with the wrong Money account when you were asked to match that statement to an account in Money.

= RESOLUTION =

To associate the statement with the correct account, follow these steps:

  On the navigation bar, click Accounts.   Click the arrow to the left of Accounts on the navigation bar. Then, click the account that has the wrong statement associated with it. If you don’t see the account you want, look for it under Other Open Accounts or Closed Accounts.   In the left pane, click Details.   Click Online Setup, to the right of the Financial Institution box. NOTE: If the Financial Institution box is empty, Money asks you to assign the account to a financial institution. Money then takes you to Online Setup for that institution. Otherwise, Money takes you directly to Online Setup. 

Whether you associate an unassigned account to a financial institution, complete Online Setup, or do nothing, the next time you download this online statement, Money will ask you to associate it with the correct account.

= Additional query words: w_money 7.0 toy =

Keywords : kbdta mnyweb kbonline mnyinvest Version : WINDOWS:99 Platform : WINDOWS Issue type : kbprb ============================================================================= Copyright Microsoft Corporation 1998.