Microsoft KB Archive/148522

Money: Errors Downloading Bank Statement Information

PSS ID Number: Q148522 Article last modified on 01-31-1999

WINDOWS:4.0,4.0a,5.0

WINDOWS

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The information in this article applies to:

 Microsoft Money 99 Microsoft Money 98 == Microsoft Money, versions 5.0, 4.0, 4.0a == 

= SYMPTOMS =

When you attempt to use online services to download a statement or send a payment, you may receive one of the following error messages:


 * There was a problem with the file being received from Online Services. Please call Online Services Customer Support.
 * An unexpected error has occurred. Please call Online Services Customer Support.
 * An unexpected error has occurred. Please try your call again, and if this message repeats, call Online Services Customer Support.

NOTE: If you receive the first error message before the modem dials, please see the following article in the Microsoft Knowledge Base:

ARTICLE-ID: Q137888 TITLE: Money: Problem with File Being Received from Online Services

= CAUSE =

This behavior can occur if the send or receive file for the online services session is damaged or not formatted properly.

= RESOLUTION =

If you receive one of these error messages when you send an electronic payment to Online Services, please see the following article in the Microsoft Knowledge Base:

ARTICLE-ID: Q148300 TITLE: Avoiding Duplicate Payments When Communication Fails

If you receive one of these error messages when you attempt to download a bank statement, determine which account causes the problem by narrowing the focus to one account at a time.

To narrow the focus to one account, use the appropriate method for your version of Money.

Money 98
  Test if you can send just an e-mail letter to your bank. Do not send any other instructions at this time.   With your right mouse button, right-click each of the instructions under Connect in the Online Banking area.   Click Don’t Send On Next Call.   Repeat steps A-B for each instruction until they are all unavailable (grayed out). </li>  Create a test letter and send it to Online Services. </li></ol> </li>  Send a Get Statement And Latest Balance request for one account only. Determine if this account works successfully. <ol style="list-style-type: lower-alpha;">  With your right mouse button, right-click each instruction Under Connect in the Online Banking area. </li>  Click Don’t Send On Next Call. </li>  Repeat steps A-B until only one Get Statement and Latest Balance instruction remains to be sent. </li></ol> </li></ol>

NOTE: Don’t click any additional buttons if you receive one of the error messages listed at the top of this article. Collect the communication file created by Money before you proceed. For additional information, see the “More Information” section later in this article.

<ol start="3" style="list-style-type: decimal;"> Step through each enabled account sequentially, repeating step 2 with a different account until you have determined which accounts are functioning properly. Collect the communication files from any accounts that return errors.</li></ol>

These files should be reviewed by technical support representatives to determine the source of the problem. Follow the steps outlined in the “More Information” section. Contact your bank for further instructions.

Money 5.0 and 4.0
<ol style="list-style-type: decimal;">  Test if you can send just an e-mail letter to your bank. Do not send any other instructions at this time. <ol style="list-style-type: lower-alpha;">  With your right mouse button, right-click each of the instructions in step 1 of the Online Services area. In Money 5.0, these instructions are on the Connect tab of the Home Banking area. </li>  Click Don’t Send On Next Call. </li>  Repeat for each instruction until they are all unavailable (grayed out). </li>  Create a test letter and send it to Online Services. </li></ol> </li></ol>

For additional information, please see the following article in the Microsoft Knowledge Base:

ARTICLE-ID: Q142768 TITLE: Money 95: How To Cancel Apays, Epays, and Send Bank Letter

<ol start="2" style="list-style-type: decimal;">  Send a Get Statement And Latest Balance request for one account only. Determine if this account works successfully. <ol style="list-style-type: lower-alpha;">  With your right mouse button, right-click each instruction in step 1 of the Online Services area. In Money 5.0, these instructions are on the Connect tab of the Home Banking area. </li>  Click Don’t Send On Next Call. </li>  Repeat until only one Get Statement and Latest Balance instruction remains to be sent. </li></ol> </li></ol>

NOTE: Don’t click any additional buttons if you receive one of the error messages listed at the top of this article. Collect the communication file created by Money before you proceed. For additional information, see the “More Information” section, later in this article.

<ol start="3" style="list-style-type: decimal;"> Step through each enabled account sequentially, repeating step 2 with a different account until you have determined which accounts are functioning properly. Collect the communication files from any accounts that return errors.</li></ol>

These files should be reviewed by technical support representatives to determine the source of the problem. Follow the steps outlined in the “More Information” section below. Contact your bank for further instructions.

= MORE INFORMATION =

When you initiate an Online Services session, Money creates a Send file and a Receive file. Normally, these files are deleted when you finish the online services session. For troubleshooting this issue, it is important to collect the Receive file before it is deleted. Use the Windows Explorer to search for and copy these files. For additional information, please see the following article in the Microsoft Knowledge Base:

ARTICLE-ID: Q130091 TITLE: Money: How to Save Send and Receive Files

Additional query words: w_money on-line on line grey gray greyed grayed grey-out dimmed dim visa interactive open 97 6.0 potato financial connectivity

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========================================================= Keywords : kberrmsg kbdta kbonline Version : WINDOWS:4.0,4.0a,5.0 Platform : WINDOWS Issue type : kbprb ============================================================================= Copyright Microsoft Corporation 1999.