Ellen,
Earlier this year I spent almost two weeks running down an issue like this. Some things that I found:
- iCeateOFX is a great program but it can create OFX files that will crash Money. This is very much a function of the content of the csv data file that you download from your investment accounts.
- It is essential to run any OFX file, and certainly one created by iCreateOFX, through an OFX analyzer such as one listed here:
http://moneymvps.org/faq/article/366.aspx
and correct any errors that it shows. This “OFXAnalyzer” program is very annoying in that it doesn’t give you a clear message as to which entry is not compliant with the OFX standard or maybe is just non-compliant with what Money can accept. You may need to segment the csv file and run each piece through the analyzer separately to pin down the problem entry or data field. Don’t import an OFX file if it fails the analyzer!
In my case The problem was too long a field:
<NAME>BANK INT …1624-031524 TD BANK NA</NAME>
in the download of one account. Weirdly, the very same entry in a download from a different account didn’t cause a problem for Money. I edited the csv file to shorten that name and all was well.
- Importing a malformed OFX file into Money can crash Money and then Money may refuse to open at all. The reason for this is that a corrupted registry entry can get left behind when Money crashes. This link give a description:
It also gives an example of a Money crash that was caused by a "TRNTYPE" descriptor that Money didn’t like.
None
of this explains why you have problems when you enter your investment
transactions manually, but I suspect that there is some data field in
one of the transactions you are entering manually
that Money doesn’t like. It will take some experimentation to figure out what that data field is.
I hope that this helps.
Bill Becker
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One other adjustment that I advise:
Customize your Money’s Home Page such that the only two modules are Reminders and Favorite Accounts. Any of the Advisor FYI modules also play nicely, but other modules like Bills & Deposits and Investment Performance can consume some time/memory, and prevent you from working with your file right away (and have even been known to occasionally cause the program to exit).