How to assign online access to exsiting account

#2 01-03-2005, 02:40 PM

In microsoft.public.money, MR wrote:

- quote -

> i am testing Money 2005 and have imported from an existing quicken 2004
> file.
> it seems all my accounts moved, but it didn't retain the fact that some
> accounts like American express and my back have on-line services enable. i
> can't seem to enable those features again without creating a new American
> express account or bank account.
> is there a way to assign on-line access to an existing account?

There is a Merge operation in the left side of the Account List to
let you merge those new accounts then. The wording about losing
transactions earlier than 30 days is scary, but nobody I have seen
reported having lost their existing transactions.

#1 01-03-2005, 01:55 PM

If you are using the Trial Version, it may have limitations in available
services. I know when I tested it, I had a problem with OnLine Bill Pay. I
am not sure but I think the online services is limited as well.

After purchasing the software, I had no problems at all.

"MR" wrote:

- quote -

> i am testing Money 2005 and have imported from an existing quicken 2004
> file.
> it seems all my accounts moved, but it didn't retain the fact that some
> accounts like American express and my back have on-line services enable. i
> can't seem to enable those features again without creating a new American
> express account or bank account.
> is there a way to assign on-line access to an existing account?
> thanks
> m

01-03-2005, 01:17 PM

Before you get that question answered, make sure you know how to *UN*assign
online access to an existing account. While some users experience
satisfaction with that functionality, many here do not. You may want to
disable it after you've enabled it.
--
Chris Cowles,
Gainesville, FL

"MR" <comconix[at]newsgroup.nospam> wrote in message
news:uuWHCsY8EHA.4028[at]TK2MSFTNGP15.phx.gbl...
- quote -

> i am testing Money 2005 and have imported from an existing quicken 2004
> file.
> it seems all my accounts moved, but it didn't retain the fact that some
> accounts like American express and my back have on-line services enable. i
> can't seem to enable those features again without creating a new American
> express account or bank account.
> is there a way to assign on-line access to an existing account?
> thanks
> m

#-1 01-03-2005, 10:54 AM

i am testing Money 2005 and have imported from an existing quicken 2004
file.
it seems all my accounts moved, but it didn't retain the fact that some
accounts like American express and my back have on-line services enable. i
can't seem to enable those features again without creating a new American
express account or bank account.
is there a way to assign on-line access to an existing account?
thanks
m

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