Microsoft KB Archive/159510

Money 5.0: Duplicate Transactions Downloaded After Upgrading

PSS ID Number: Q159510 Article last modified on 09-14-1997

3.00 3.0a 5.00

WINDOWS

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The information in this article applies to:

 == Microsoft Money, versions 3.0, 3.0a, 5.0 == 

= SYMPTOMS =

After upgrading from Money version 3.0 to Money version 5.0, you receive 60 to 90 days data downloaded to your account the first time you connect to your bank. These transaction do not match the transactions in your register resulting in many duplicate transactions.

= CAUSE =

Microsoft has confirmed this to be a problem in Microsoft Money version 5.0 when converting from Microsoft Money version 3.0 or 3.0a.

= RESOLUTION =

There is no way to stop the download from occurring. After merging these transactions into your account register, you must step through the Account Register and delete any duplicate transactions.

When merging transactions into your account in the Add To Account Wizard, add a key word to the memo field of the duplicate transactions. This assists you in detecting and deleting these transactions later.

= STATUS =

We are researching this problem and will post new information here in the Microsoft Knowledge Base as it becomes available.

If this occurs again after your first call to download bank statement information in Money 5.0, or if this occurs after upgrading from Money version 4.0, please contact Microsoft at (425) 635-7131.

= MORE INFORMATION =

Finding Duplicate Transactions
In Money version 5.0, you merge transactions into your Account Register by clicking the Read Statement button on the Statements tab in the Home Banking area. Click Add To Account Register to launch the Add To Account Register Wizard.

Before starting the Add to Account Wizard after your first call, print an Account Transactions report for the last three months for each of your accounts enabled for Online Banking. You can use these reports to determine if a transaction was previously downloaded into your account. For more information about how to perform this task in Money, see your Money printed documentation or online Help.

After printing the reports, open the Add to Account Register Wizard. If Money presents items that it cannot find in the Account Register, look at your printed report to see if the transaction is already in your register. If you detect a duplicate, add a key word to the Memo field, such as DELETE.

Deleting Duplicate Transactions
After completing the wizard, follow these steps to delete the duplicates:

  In the Account Register, click the triangle on the View bar.   Select All Transaction Details.   Scroll through the register and delete any transactions with the key word DELETE in the memo field.   Right-click on the transaction and then click Delete on the shortcut menu.   When asked if you want to delete the transaction, click Yes.   Repeat these steps for every duplicate transaction. </li></ol> </li></ol>

NOTE: If you merged the transactions without adding a key word, you must compare transactions carefully for any duplicates before deleting transactions.

KBCategory: kbusage kbbuglist KBSubcategory: kbonline Additional reference words: 3.00 3.0a 5.00 w_money Chase Michigan National many dups extra remove upgrade duplicated ham

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========================================================= Keywords : kbonline kbbuglist Version : 3.00 3.0a 5.00 Platform : WINDOWS ============================================================================= Copyright Microsoft Corporation 1997.