"Cal Learner-- MVP" wrote:

- quote -

Thanks, it seems to have worked. I did end up with duplicate transactions
on one of my accounts, but I've cleaned it up.

I'll probably be back with other issues as I work this all out...

In microsoft.public.money, Brian wrote:

- quote -

Make an extra backup of your file as a different filename first.

Do the merge. The feared deletion of information usually does not
happen.

I've heard that this warning is not totally accurate (i.e. it may not
actually delete the old transactions).
But, I still suggest making a copy of you file before doing the merge.
If it really does end up deleting older transactions, you can open the copy,
and do an Export of the account that has the history and then go back to the
other file and Import (as a statement) the QIF file that you exported. That
will bring the history back into that account.

You may have some clean-up to do: possibly some duplicated transactions, and
you may need to adjust the account's opening balance.

-Mark


"Brian" <Brian[at]discussions.microsoft.com> wrote in message
news:8E396E94-CF19-48BB-B85C-F997B34AF73D[at]microsoft.com...
- quote -

Sorry, I forgot to mention that this is Money 2005 Standard. I doubt it
matters but I'm running XP Pro on a Dell.

Thanks!

(originally posted at http://www.dslreports.com/forum/remark,12969711)

I've used MS Money for years, but have never really taken advantage of all
its features.

Recently (when helping a friend reinstall his copy) I discovered that I can
set up some of my banks for automatic online services -- where it will
connect and download transactions for me automagically. This is exactly what
I've been wanting for ages!!!

The only problem is that when I set this up, it created new accounts -- and
only downloaded a small range of transactions (30 days on one, 2 weeks on the
other). And when I try to merge the duplicate accounts it tells me it will
delete the transactions that are older than what was automatically downloaded.

This sucks, b/c I've got several years worth of information in these
accounts that I would like to have handy. I know I can close the account
(within Money) and refer to it whenever I want -- but before I do that I'd
like to copy over all this year's transactions so it's all together for
reporting purposes and such.

Is there a simple way to do this? So far the only way I've found to do this
is to right-click each individual transaction and do "copy to account...".
SURELY there's an easier way. It won't let me select multiple transactions...
I tried exporting from the old account and then importing to the new--but it
recognizes the accounts are different.

I'm open to suggestions! I've got the same issue on two different accounts.