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Old 08-12-2003, 08:12 PM
Cindy Conover
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Default Re: Wachovia/New Account Issue

Let me know what you come up with and if I can help you out. I will look at
my money tonight

Cindy


  #1  
Old 08-12-2003, 07:45 PM
Matt Petersen
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Default Re: Wachovia/New Account Issue

I'll give that a shot. Thanks for your help.

- quote -

> -----Original Message-----
> Okay try something like this.
> Rename the account under account details
> Go into Payees and rename it there.
> Yes you will have to change the online feature parts,

i.e. web site and
> passwords.
> If you can't get this to work, yes you can import and

export.
> Cindy
> .

 
Old 08-12-2003, 07:00 PM
Cindy Conover
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Default Re: Wachovia/New Account Issue

Okay try something like this.
Rename the account under account details
Go into Payees and rename it there.
Yes you will have to change the online feature parts, i.e. web site and
passwords.

If you can't get this to work, yes you can import and export.

Cindy


  #-1  
Old 08-12-2003, 06:12 PM
Matt Petersen
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Default Wachovia/New Account Issue

I have an account with Wachovia, which recently merged
with First Union. As a result, in order to continue
accessing my account via Online Services, I was required
to do the following: update my Money 2003 software;
disable and then re-enable Online services for my account;
update Online Banking; create new payment instructions;
etc. Unfortunately, the instructions provided by Wachovia
haven't been working for me, no matter what I've tried.

So I'm wondering if I can do the following: set up a new
Wachovia account (which will only download the last 90
days worth of transactions) and then somehow import the
transactions that I've already recorded over the past year.

Does anyone know if this is possible? Thanks in advance
for your help.
 

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account, issue, wachovia or new
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