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Old 11-27-2004, 08:19 PM
Cal Learner-- MVP
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Default Re: Ignore an account

In microsoft.public.money, Drew Carter wrote:

- quote -

> Please pardon my ignorance, but I've been trying to figure out how to do
> what you've suggested for about an hour, and I can't seem to get it.
> I can create a new investment account and make it a watch account. However,
> how do I make this existing account an investment account? Thanks.


You can't.

What I would do is to keep the original account, but do a transfer
of the balance to the NewInvestmentAccount(cash). Close the first
account if you like. Then do future transactions in the new account.

Alternatively you could do a QIF export of the old account as a
loose QIF. Delete the old account. Then import the QIF file as a new
or recovered account into the NewInvestmentAccount(cash).

However if that old account included transfers, the result may have
problems you would have to find and adjust. Keep a copy of the file
before trying your changes in case you want to return to what you
had.


  #1  
Old 11-27-2004, 07:15 PM
Drew Carter
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Posts: n/a
Default Re: Ignore an account

Please pardon my ignorance, but I've been trying to figure out how to do
what you've suggested for about an hour, and I can't seem to get it.

I can create a new investment account and make it a watch account. However,
how do I make this existing account an investment account? Thanks.

-Drew


"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:7gmhq0d0jai08vouihi0di5dkfbdgrh2bj[at]4ax.com...
- quote -

> In microsoft.public.money, Drew Carter wrote:
> > I have a joint account with my roommate that we keep our rent/utilities
> > in.
> > I don't want it to show up in my money (or, I at least don't want it to
> > factor into my total account balance). I can't delete the account, unless
> > I
> > remove all accounts for this bank. Is there anything I can do here?
> > Thanks.

> You could create the account as an Investment Account, and make it a
> Watch account.
> Do your cash operations in the Cash Transactions register.



 
Old 11-27-2004, 06:49 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Ignore an account

In microsoft.public.money, Drew Carter wrote:

- quote -

> I have a joint account with my roommate that we keep our rent/utilities in.
> I don't want it to show up in my money (or, I at least don't want it to
> factor into my total account balance). I can't delete the account, unless I
> remove all accounts for this bank. Is there anything I can do here?
> Thanks.


You could create the account as an Investment Account, and make it a
Watch account.

Do your cash operations in the Cash Transactions register.

  #-1  
Old 11-27-2004, 05:27 PM
Drew Carter
Guest
 
Posts: n/a
Default Ignore an account

I have a joint account with my roommate that we keep our rent/utilities in.
I don't want it to show up in my money (or, I at least don't want it to
factor into my total account balance). I can't delete the account, unless I
remove all accounts for this bank. Is there anything I can do here?
Thanks.

-Drew


 

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