Getting the same transactions over and over


S

Sherry

After hours and hours of trying, I finally figured out some of my problems
with '05, but this one has me stumped. Every time I open Money it downloads
from the web (which is okay) but it downloads the same transactions - over,
and over, and over, and over. What am I doing wrong? How do I make it
stop? Thanks!
 
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S

Sherry

Okay, well I did that. Big mistake. Now my checking account says I am
thousands of dollars overdrawn. Shall I just delete this account and start
over? Any other ideas?

Sherry
 
C

Cal Learner-- MVP

Okay, well I did that. Big mistake. Now my checking account says I am
thousands of dollars overdrawn. Shall I just delete this account and start
over? Any other ideas?
If you were better off before, restore your backup.

Who is the bank? I would disable the online access for that bank and
see if they have statement download on their website.

Once the Yodlee access is straightened out, you could return to
that.
 
S

Sherry

I guess I should have waited for your response before I quit Money. Oh well.
I ended up closing the account and setting up a new one. I'll still have
access to all my old transactions that way, but at least I'm not starting
with a negative balance!
 
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C

Cal Learner-- MVP

I guess I should have waited for your response before I quit Money. Oh well.
I ended up closing the account and setting up a new one. I'll still have
access to all my old transactions that way, but at least I'm not starting
with a negative balance!
To avoid overwriting your backup, I suggest some settings:

In Tools->Settings->BackupOptions
I suggest checking
x Automatically backup to hard disk on exit
x Prompt me before backing up each time*
x Make my file small ...

Then periodically, perhaps once per month or more, copy your
latest backup (named differently from your earlier backups) to a
CDR. With XP, this can be a copy and paste operation. Otherwise
use the burning software that came with your CDR drive.

I strongly suggest use of a USB Flash drive also, in addition to
backing up to your hard drive. They typically act like a big
floppy. For a more automated way to make multiple backups, see
Glyn Simpson's method at http://money.mvps.org/backup.aspx


* This has two advantages. You can change the file name
occasionally. I like to pick a name something like money050111.
Then it is easy to change the name to have multiple backups. The
..mbf extension is automatic. The other advantage is that you can
choose "Don't Back Up, or you change your mind about exiting by
simply clicking the X in the upper right of the pop-up box.
 
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