none
Reassign ofx file to an account RRS feed

  • Question

  • Hello. I choose a wrong bank account when associating an OFX file content. Now, when downloading data for account A, the account B that is updated with file's informations. How can I ask Money to associate files downloaded to a particular account? I looked on the web, but found nothing about reinitializing OFX file association.

    Can anyone help? Thanks.

    Wednesday, November 3, 2010 7:12 AM

Answers

  • 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/en-us where you temporarily
    change the currency of the wrong account.

    Wednesday, November 3, 2010 4:16 PM
    Moderator

All replies

  • 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/en-us where you temporarily
    change the currency of the wrong account.

    Wednesday, November 3, 2010 4:16 PM
    Moderator
  • Many thanks! I was waiting for this since a long time...
    Thursday, November 4, 2010 11:36 PM