You can only merge an account once, I've found that
annoying. Once I merged the online account and the old
account, it lost its online funcationality so I tried
setting it up again and thus created another dup account
but couldn't merge it to the previously merged one.

Also, I've found almost annoying enough to reinstall
2004, when it downloads new transactions automatically,
it doesn't match them with the transaction I already
entered like it does if I import the new data from the
bank website. For instance, I have a bank transfer from
BofA from Savings to Checking. I entered it into Money
as a transfer. When money pulls it from the website the
next day after it has cleared, money created a new debit
in the savings and a new deposit in the checking. If I
delete them it keeps redownloading them. So then I
decided to go with the Money download and delete mine.
Then I mark the money downloaded ones as transfers and it
creates a new corresponding transfer instead of linking
the two together.

Basically I can't enter in transactions manually if i am
going to use the online services feature of Money or it
will create duplicates. I also can't use the transfer:
function or it creates duplicates.

Money 2004 was a lot better at matching new downloaded
transactions with manually entered transactions. How can
I get in on the beta for Money 2006? I've used Money
since Money 98 and have upgraded every year. There
doesn't seem to be as much quality beta testing on 2005
compared to all the previous ones.





- quote -

....

"Steve" <farmer.steve[at]SPAMgmail.com> wrote in message
news:3d0c01c4ab46$a2239d80$a301280a[at]phx.gbl...

- quote -

You must use the "Merge duplicate accounts" function. The duplicate account
is created as a side effect of the online account setup. Once you get the
new account, merge it into the old... this will keep the info in the old
account and then synch the data from the new online account into the old.
When you first merge the accounts you may end up with duplicate
transactions, so make note of your balance. The dupes are usually within
the past 1 to 32 days.



- quote -

Money and MSN do a two way synch. Money is sending the transactions it has
to MSN and MSN is sending the transactions it has to Money. This will allow
the online updates to work. See, when you use online updates (not OFX
Direct Connect), Money is telling MSN Money to actually do the update. MSN
is in control. Money will then check back with MSN after about a minute to
check the status of these updates and then download the new transactions for
your to see. It also does the same thing with manually entered transactions
in MSN.

- quote -

When you view the transactions in a report or by payee or something of that
nature, you can usally select multiple transactions and then change their
category. Also, the find and replace feature may be nice in that case.
There is no way in the account register to select or work with multiple
transactions... a feature much like the other normal or standard features
that Money is lacking.

Larry

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I am setting up my accounts in 2005 Small Business.
I am several problems, questions.

1.) How can I associate an existing account with my
online bank to get updates?
When I set it up, it always creates a new account, and I
do not need that.

2.) When I sync the data mith MSN money, it ALWAYS gets
the data from the online site.
I want to UPLOAD the data, not download. I want my home
machine to be in charge. How do I set that up?

3.) How can I gategorise exsiting transactions in bulk,
rather then one by one?

Any help is really appreciated.

Steve
Senior Programmer.