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  #6  
Old 09-30-2004, 09:33 PM
Cal Learner-- MVP
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Posts: n/a
Default Re: Problem with my bank just adding online services now

In microsoft.public.money, Dan Orth wrote:

- quote -

> Thanks, you were right. One last question -
> I have a checking, savings, and credit card account with this credit union.
> When I set up online services the first time I choose to set up banking but
> now that that is working I wanted to have it automatically download my
> credit card transactions too. I can't seem to see where I can set up a
> credit card online service with them. It only gives me the ability to
> cancel using online services. Is there a way to do this? Thanks for all
> your help!



Perhaps somebody with your same credit card would know. Typically I
think of the credit card and the related bank as separate financial
institutions.

  #5  
Old 09-30-2004, 05:14 PM
Dan Orth
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Posts: n/a
Default Re: Problem with my bank just adding online services now

I actually just made a backup of my entire money file and the backup did
delete the transactions in the new account so I am all set. Now all I need
to do it figure out a away to sync my credit card with that institution too.
-Dan


"Mark" <abcd[at]abcd.com> wrote in message
news:415c3d95$1[at]news.microsoft.com...
- quote -

> I would suggest making a QIF export of you bank account before deciding to
> merge, just in case it really does delete all transactions prior to Aug 2.
> That way you can re-import the transactions from that QIF file.
> -Mark
> "Dan Orth" <danorth[at]hotmail.com> wrote in message
> news:%234MyvowpEHA.3900[at]TK2MSFTNGP10.phx.gbl...
> > Hi-
> > Thanks for that info, the only problem is when I try that it says that it
> > detects transactions older than Aug. 2, 2004 and they will be deleted

> during
> > the merge to prevent duplicates. How can I avoid this? I don't want it

> to
> > delete anything and I will delete it if neccessary. The majority of my
> > transactions are before 8/2/04. Thanks for your help and your fast
> > response! I really appreciate it alot!
> > -Dan
> > > > "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message

> > news:3bcol0h7ovup3knqplmprnqsucr3c848ca[at]4ax.com...
> > > In microsoft.public.money, Dan Orth wrote:
> > > > > > My bank always had me manually download my info from their site by
> > > > selecting
> > > > a date range. I just checked now and notice that they have automatic
> > > > updates. When I set that up it created 2 more accounts for me. I want

> to
> > > > just merge them together with my old ones since they have all the past
> > > > transactions and names correct but I don't know how to do this. I
> > > > would
> > > > really appreciate any help anyone has. Thanks!
> > > > > Make an extra backup/copy of your Money file in case you want to
> > > undo later.
> > > > > Assuming you are running Money 2005, in the Account List click Merge
> > > Duplicate Accounts on the left.
> > > >


  #4  
Old 09-30-2004, 05:08 PM
Mark
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Posts: n/a
Default Re: Problem with my bank just adding online services now

I would suggest making a QIF export of you bank account before deciding to
merge, just in case it really does delete all transactions prior to Aug 2.
That way you can re-import the transactions from that QIF file.

-Mark
"Dan Orth" <danorth[at]hotmail.com> wrote in message
news:%234MyvowpEHA.3900[at]TK2MSFTNGP10.phx.gbl...
- quote -

> Hi-
> Thanks for that info, the only problem is when I try that it says that it
> detects transactions older than Aug. 2, 2004 and they will be deleted

during
> the merge to prevent duplicates. How can I avoid this? I don't want it

to
> delete anything and I will delete it if neccessary. The majority of my
> transactions are before 8/2/04. Thanks for your help and your fast
> response! I really appreciate it alot!
> -Dan
> "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
> news:3bcol0h7ovup3knqplmprnqsucr3c848ca[at]4ax.com...
> > In microsoft.public.money, Dan Orth wrote:
> > > > My bank always had me manually download my info from their site by
> > > selecting
> > > a date range. I just checked now and notice that they have automatic
> > > updates. When I set that up it created 2 more accounts for me. I want

to
> > > just merge them together with my old ones since they have all the past
> > > transactions and names correct but I don't know how to do this. I would
> > > really appreciate any help anyone has. Thanks!
> > > Make an extra backup/copy of your Money file in case you want to

> > undo later.
> > > Assuming you are running Money 2005, in the Account List click Merge

> > Duplicate Accounts on the left.


  #3  
Old 09-30-2004, 05:06 PM
Dan Orth
Guest
 
Posts: n/a
Default Re: Problem with my bank just adding online services now

Thanks, you were right. One last question -
I have a checking, savings, and credit card account with this credit union.
When I set up online services the first time I choose to set up banking but
now that that is working I wanted to have it automatically download my
credit card transactions too. I can't seem to see where I can set up a
credit card online service with them. It only gives me the ability to
cancel using online services. Is there a way to do this? Thanks for all
your help!
-Dan


"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:vjdol05sadp3il4vrqdv0b0es25evhko4l[at]4ax.com...
- quote -

> In microsoft.public.money, Dan Orth wrote:
> > Thanks for that info, the only problem is when I try that it says that it
> > detects transactions older than Aug. 2, 2004 and they will be deleted
> > during
> > the merge to prevent duplicates. How can I avoid this? I don't want it
> > to
> > delete anything and I will delete it if neccessary. The majority of my
> > transactions are before 8/2/04.

> I think it is referring to deleting downloaded things out of the
> *new* account. However that's why you want the extra backup. And I
> don't mean overwriting your only existing backup.
> You should have a backup of what your file was last week as well as
> what it was yesterday.
> File-> Restore is your undo.



  #2  
Old 09-30-2004, 04:38 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Problem with my bank just adding online services now

In microsoft.public.money, Dan Orth wrote:

- quote -

> Thanks for that info, the only problem is when I try that it says that it
> detects transactions older than Aug. 2, 2004 and they will be deleted during
> the merge to prevent duplicates. How can I avoid this? I don't want it to
> delete anything and I will delete it if neccessary. The majority of my
> transactions are before 8/2/04.



I think it is referring to deleting downloaded things out of the
*new* account. However that's why you want the extra backup. And I
don't mean overwriting your only existing backup.



You should have a backup of what your file was last week as well as
what it was yesterday.

File-> Restore is your undo.

  #1  
Old 09-30-2004, 04:26 PM
Dan Orth
Guest
 
Posts: n/a
Default Re: Problem with my bank just adding online services now

Hi-
Thanks for that info, the only problem is when I try that it says that it
detects transactions older than Aug. 2, 2004 and they will be deleted during
the merge to prevent duplicates. How can I avoid this? I don't want it to
delete anything and I will delete it if neccessary. The majority of my
transactions are before 8/2/04. Thanks for your help and your fast
response! I really appreciate it alot!
-Dan


"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:3bcol0h7ovup3knqplmprnqsucr3c848ca[at]4ax.com...
- quote -

> In microsoft.public.money, Dan Orth wrote:
> > My bank always had me manually download my info from their site by
> > selecting
> > a date range. I just checked now and notice that they have automatic
> > updates. When I set that up it created 2 more accounts for me. I want to
> > just merge them together with my old ones since they have all the past
> > transactions and names correct but I don't know how to do this. I would
> > really appreciate any help anyone has. Thanks!

> Make an extra backup/copy of your Money file in case you want to
> undo later.
> Assuming you are running Money 2005, in the Account List click Merge
> Duplicate Accounts on the left.



 
Old 09-30-2004, 04:18 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Problem with my bank just adding online services now

In microsoft.public.money, Dan Orth wrote:

- quote -

> My bank always had me manually download my info from their site by selecting
> a date range. I just checked now and notice that they have automatic
> updates. When I set that up it created 2 more accounts for me. I want to
> just merge them together with my old ones since they have all the past
> transactions and names correct but I don't know how to do this. I would
> really appreciate any help anyone has. Thanks!


Make an extra backup/copy of your Money file in case you want to
undo later.

Assuming you are running Money 2005, in the Account List click Merge
Duplicate Accounts on the left.

  #-1  
Old 09-30-2004, 04:13 PM
Dan Orth
Guest
 
Posts: n/a
Default Problem with my bank just adding online services now

Hi-
My bank always had me manually download my info from their site by selecting
a date range. I just checked now and notice that they have automatic
updates. When I set that up it created 2 more accounts for me. I want to
just merge them together with my old ones since they have all the past
transactions and names correct but I don't know how to do this. I would
really appreciate any help anyone has. Thanks!
-Dan


 

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adding, bank, online, problem, services
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