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Download imports into wrong account
A while ago i incorrectly selected an account to download into and cannot get
rid of it for the life of me. The association with the wrong account sticks. What happens, I download from institution A. I selected that should be institution B and it always puts that download into the account for institution B. I'd like to break the link to institution B so it will correctly put it into the account for A. I've tried going through and renaming accounts to no avail. I've downloaded the OFX files and played with changing account numbers in them, also no luck Any help much appreciated. Thanks. |
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Re: Download imports into wrong account
In microsoft.public.money, SJS wrote:
>A while ago i incorrectly selected an account to download into and cannot get >rid of it for the life of me. The association with the wrong account sticks. > >What happens, I download from institution A. I selected that should be >institution B and it always puts that download into the account for >institution B. I'd like to break the link to institution B so it will >correctly put it into the account for A. > >I've tried going through and renaming accounts to no avail. I've downloaded >the OFX files and played with changing account numbers in them, also no luck If OFX Web statements are placed in the wrong account, blank the Financial Institution (FI) for the *wrong* account in account settings. Do that in the Account Settings/Details, which you can reach by right-clicking the account name on the Account List. Don't just change the FI. Blank it. On the Account List, if there are transactions to read for the wrong account, right-click TransactionsToRead, and then click Delete Statement. Import the OFX file. Money should ask which account to use. Tell Money the statement should go onto the right account. Put the FI for the *wrong* account back. If that does not fix it, see method 2 of http://support.microsoft.com/kb/910214 where you temporarily change the currency of the wrong account. |
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Re: Download imports into wrong account
Got it. What I was doing was not redownloading the statement and then
deleting it from the "Account List" by right clicking on it. Instead, had deleted the individual transactions. That does not work. Deleting the whole statement and then blanking as described works. Thanks for the help, what you said jogged me toward that. |
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