Transactions or downloaded statements may not appear in the Account Register when you try to download a statement from your financial institution by using Money 2006 (921922)



The information in this article applies to:

  • Microsoft Money Premium 2006
  • Microsoft Money Small Business 2006
  • Microsoft Money Standard 2006
  • Microsoft Money Deluxe 2006

SYMPTOMS

When you try to download a statement from your financial institution by using Microsoft Money 2006, you may experience one of the following symptoms:
  • After you download online statements from your financial institution, Money 2006 notifies you that there are new transactions. However, you may not be able to view the downloaded transactions in the Account Register.
  • The download process appears to work correctly. However, no new transactions appear in the Account Register.

CAUSE

This issue may occur if the downloaded file contains double quotation marks around the payee name. This is a formatting issue that is controlled by the financial institution that provides the downloaded file.

RESOLUTION

To resolve this issue, the financial institution has to correct the formatting of the file by removing the double quotation marks.

WORKAROUND

To work around this issue, configure Money 2006 to use standardized payee names. To do this, follow these steps:
  1. Start Money 2006, and then click Settings on the Tools menu.
  2. Click Online service settings, and then click to select the Show standardized payee names for which a name match is not found check box.
  3. Click OK, and then check to see whether the issue still occurs.
Note If this does not resolve the issue, you may be experiencing a different issue. See the "More information" section for more troubleshooting suggestions.

MORE INFORMATION

If this article does not resolve the issue, you may have to perform additional troubleshooting steps. For more information, click the following article number to view the article in the Microsoft Knowledge Base:

829143 How to troubleshoot problems downloading statements from your financial institution's Web site into Money


Modification Type:MajorLast Reviewed:7/11/2006
Keywords:kbprb kbtshoot kbExpertiseBeginner KB921922 kbAudGeneralUser