M2006 Unsuccessful Update = " Adjust your balance to zero ?"


B

- Bobb -

Have others seen this ? : new month so I just did a Connect to Online
Services ( to fetch a statement) and UNLIKE m2004 it doesn't show me "
Successful" or " FAILURE" , instead I see the " Read Online Statement"
in the left margin. Since I get dividends and have my money in CASH vs
Money Market Fund, I am expecting to see a " does not balance - adjust
shares?" box. BUT, tonight it apparently did not connect to any of my
funds, so when I clicked NEXT, the program wanted to "adjust my shares"
to ZERO !

Would be nice to get a " Cannot Connect" message rather than offering
to wipe out all of my info ? Can anyone think of a reason WHY they would
do away with a "failure to connect" message ? Do these people operate in
a real world ? Are they allowed to go outside and handle their own
money - Sheeesh .

I went to "View all accounts" and THERE I see:
Unsuccessful Update across from the accounts.
That's the only way I know that it didn't work - so be careful.
They should have an " UPDATE" link on THAT page so the user can see if
it worked.

Bobb
 
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J

JohnA

I'm not sure about your case, but I've seen it when Money 2006 can't find an
online account (after logging in, the bank says your account doesn't exist),
it adjusts it to zero. I've had that happen when I have multiple accounts
in a bank and a separate login for each one of them. As far as
confirmation, if you do your updates by clicking the "online updates" button
(next to the help in the upper right) and then click on "Update Now..." on
the bottom, you should see a connect result status... at least I always do.

-- John
 
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B

- Bobb -

John,
By clicking the "online updates" button
I never noticed that before. That's not how I do it.
I click on Portfolio Mgr - then Update prices - then "Update now"
Or from my first screen (investing home) I click on Update Now next to
"the last updated" time stamp.

I just tried your way and I do see my failures from last time.
Each account shows "Microsoft Money could not update your account... "
I'll try your way thanks.
 

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