Microsoft KB Archive/158609

Money 5.0: Problems Converting to the Home Banking Edition

PSS ID Number: Q158609 Article last modified on 09-12-1997

5.00

WINDOWS

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The information in this article applies to:

 == Microsoft Money, version 5.0 == 

= SYMPTOMS =

When you upgrade to the Home Banking Edition of Money 5.0 from a Money 4.0 file enabled for Online Services, Money displays the following dialog box:

This edition of Microsoft Money will not allow multiple banks to be used with Online Services. Please select the bank you would like to keep enabled for Online Services.

All other banks will be disabled and can be re-enabled with the full retail release of Microsoft Money 97.

A list box contains a listing of bank names. If you select one account and click OK, Money displays the following dialog box:

Are you sure you want to disable all other banks but for Online Services?

After clicking Yes, Money converts the file.

Refer to the More Information section for additional error messages that occur after converting the file.

= CAUSE =

Money attempts to create a bank place for each unique name stored in the Account Details area of a Money 4.0 data file or the Account List in a Money 3.0 data file. The Home Banking Edition allows only one online enabled bank place. If your previous version Money file contains multiple bank names (such as My Bank and Mybank), the Home Banking Edition cannot convert the file correctly.

= RESOLUTION =

At the dialog:

Are you sure you want to disable all other banks but for Online Services?

click Cancel.

Open your Money file in the older version of Money. Ensure that all names in the Bank Name field are identical before converting the file in the Home Banking Edition of Money 5.0.

= WORKAROUND =

Disable all Online Services for all accounts at the enabled bank. Then use Rename Bank on the Contact Information tab to merge the different bank names.

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

ARTICLE-ID: Q150744 TITLE : Money: How to Disable Online Services

= MORE INFORMATION =

After converting a file with multiple bank places, each bank place in the Home Banking area appears to be enabled for the appropriate services. The Accounts tab lists the correct enabled services for the accounts; however, if you try to Connect or run the Online Services Setup Wizard for the account you chose to disable, you receive the following error:

The Home Banking Edition of Money allows you to set up Online Services for one bank only.

If you’d like to use Online Services with multiple banks, please visit your local software retailer and get the full retail release of Microsoft Money 97.

If you click Rename Bank on the Contact Information tab of the disabled bank to rename it to the correct spelling of the bank, you receive the following error:

A bank with the name already exists. You can move individual accounts into or out of this bank by going to the Account Manager, selecting Account Details, and then changing the bank name for each account.

If you attempt to change the Bank Name in the Account Details area to the correct bank name, you receive the following error:

You can’t change the bank name for this Online Services account because a bank already exists with that name. You can change the bank name for all accounts at this bank by clicking the Rename Bank button in the Home Banking area. Or you can consolidate accounts by changing the bank name for any accounts not enabled for Online Services.

Microsoft has confirmed this to be a problem in Microsoft Money Home Banking Edition version 5.0. We are researching this problem and will post new information here in the Microsoft Knowledge Base as it becomes available.

KBCategory: kberrmsg kbbuglist KBSubcategory: Additional reference words: 5.00 loop endless chase manhattan w_money ham

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========================================================= Keywords : kbbuglist Version : 5.00 Platform : WINDOWS ============================================================================= Copyright Microsoft Corporation 1997.