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Old 10-10-2004, 12:53 AM
Joe Guidera
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Default Re: Select online services from a particular financial institution with Microsoft Mo

You are correct. It does not appear that you have the option of selectively
pulling accounts from a financial institution. Appears to be an all or
nothing kind of deal.

--

----------- Joe Guidera
jguidera[at]msn.com.remove



"Michael" <anonymous[at]discussions.microsoft.com> wrote in message
news:2af001c4ad43$7f4997c0$a601280a[at]phx.gbl...
- quote -

> With Microsoft Money 2004 I was able to update the online
> services for a particular financial institution
> manually. After making this update money showed a list
> of all the accounts with that financial institution and
> asked you to assign them to accounts in your Microsoft
> Money file, create a new account, or skip that account.
> I keep separate Microsoft Money files for my business
> accounts and a separate file or my private accounts even
> though these accounts are all kept at the same
> institution. This was no problem with Microsoft Money
> 2004 because I could select which accounts I wanted to
> provide online services for individually.
> With Microsoft Money 2005 it does not appear that is
> possible anymore to select which accounts at a particular
> financial institution one wants to manage online. Money
> 2005 automatically goes out the financial institution and
> gets a list of all accounts that can be accessed online
> (how and when Microsoft Money 2005 does this is not
> entirely clear to me) and adds them automatically to the
> Microsoft Money file. This is a problem with my method
> of using separate Microsoft Money files for personal and
> business accounts. Does anyone have any suggestions how
> to solve this problem? Can I just delete the accounts
> for the Microsoft Money file that I do not want accessed
> through that file?
> Any suggestions or explanations how Money 2005 manages
> online capabilities for particular financial institution
> and how I can selectively select which accounts I want
> Microsoft Money to manage would be appreciated.



  #-1  
Old 10-08-2004, 02:31 PM
Michael
Guest
 
Posts: n/a
Default Select online services from a particular financial institution with Microsoft Mo

With Microsoft Money 2004 I was able to update the online
services for a particular financial institution
manually. After making this update money showed a list
of all the accounts with that financial institution and
asked you to assign them to accounts in your Microsoft
Money file, create a new account, or skip that account.
I keep separate Microsoft Money files for my business
accounts and a separate file or my private accounts even
though these accounts are all kept at the same
institution. This was no problem with Microsoft Money
2004 because I could select which accounts I wanted to
provide online services for individually.

With Microsoft Money 2005 it does not appear that is
possible anymore to select which accounts at a particular
financial institution one wants to manage online. Money
2005 automatically goes out the financial institution and
gets a list of all accounts that can be accessed online
(how and when Microsoft Money 2005 does this is not
entirely clear to me) and adds them automatically to the
Microsoft Money file. This is a problem with my method
of using separate Microsoft Money files for personal and
business accounts. Does anyone have any suggestions how
to solve this problem? Can I just delete the accounts
for the Microsoft Money file that I do not want accessed
through that file?

Any suggestions or explanations how Money 2005 manages
online capabilities for particular financial institution
and how I can selectively select which accounts I want
Microsoft Money to manage would be appreciated.

 

Tags
financial, institution, microsoft, online, select, services
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