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How to do things in Money: Downloaded transaction data

Q) When I download data from my bank, Money grabs the file. How do I make it stop?

A) As many applications do, Money tells Windows to associate certain file types with Money and assign certain things to do when files of that type are downloaded or opened. If you have Quicken installed, it tries to do the exact same thing. Barring your intervention, the last application installed will win this battle. You can use this fact to all Quicken to get the files by simply reinstalling it.

But you can also take matters into your own hands. If you want to see or change file associations yourself, you can

Start|Settings|Control Panel|Folder Options|File Types

Select OFX-- Open Financial Exchange File or QIF or whatever.

Click Advanced. Check Confirm Open After Download unless you would not like the pop-up box. That pop-up box may be of use in that it lets you save the file to the disk and open it with either or both programs later.

See that the "Actions" box contains "Open" in bold. If it is not bold, you can select Open as the default action by clicking the Set Default button.

Click Edit.

When you click edit, the application used to perform action for Money would be similar to the following line:

"C:\Program Files\Microsoft Money\System\mnyimprt.exe" %1

with both the quotes and the %1 after the quote. The path will differ based on your installation. Modify it for your setup. There would be a similar string if Quicken is handling that file type.

Answer courtesy of Cal Learner--MVP

Please see this disclaimer if you are using Money 2005 or this comment if you are using Money 2006.

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How to do things in Money: Downloaded transaction data
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Last update: 10 December 2006

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