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Old 08-13-2005, 10:36 PM
Richard Bollar
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Default Re: Beware MM 2006 if you have multiple accounts

Yeah. The workaround is to mark those accounts as closed and exclude them
from reports. Money 2005 also works the same way.

--

"Dan Okon" <dan15470[at]comcast.net> wrote in message
news:TaSdndGK0qxg7WPfRVn-jw[at]comcast.com...
- quote -

> I have been a money user for years. I just installed mm 2006 and did an
> online update. When done, money downloaded all accounts that I have access
> to at all financial institutions and created MM accounts for them. Of
> course, it ignored the account that previously existed in mm 2004 for those
> institutions - don't know why and realy don't even care.
> Apparently, the logic is that if you have an acount at a financial
> institution then you must manage it through money. You cannot avoid
> this - you can only close the accounts you don't want to see and eliminate
> them every time you do a report.
> I cannot accept this logic. I have kids in college, business and trust
> accounts that I manage all the time through my financial institutions.
> Both banks and brokerage accounts are impacted. These non-personal
> accounts have no business in my mm ledgers. MM will not allow me to
> delete or exclude individual accounts but requires me to delete ALL
> accounts at a financial institution. The effort to exclude them is just
> not woth the time.
> So, if you use online access at your financial institution for
> non-personal reasons, be advised of this restriction. For me, it's refund
> time and re-install mm2004 untill I can find a better alternative.



  #-1  
Old 08-13-2005, 10:15 PM
Dan Okon
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Posts: n/a
Default Beware MM 2006 if you have multiple accounts

I have been a money user for years. I just installed mm 2006 and did an
online update. When done, money downloaded all accounts that I have access
to at all financial institutions and created MM accounts for them. Of
course, it ignored the account that previously existed in mm 2004 for those
institutions - don't know why and realy don't even care.

Apparently, the logic is that if you have an acount at a financial
institution then you must manage it through money. You cannot avoid this -
you can only close the accounts you don't want to see and eliminate them
every time you do a report.

I cannot accept this logic. I have kids in college, business and trust
accounts that I manage all the time through my financial institutions. Both
banks and brokerage accounts are impacted. These non-personal accounts have
no business in my mm ledgers. MM will not allow me to delete or exclude
individual accounts but requires me to delete ALL accounts at a financial
institution. The effort to exclude them is just not woth the time.

So, if you use online access at your financial institution for non-personal
reasons, be advised of this restriction. For me, it's refund time and
re-install mm2004 untill I can find a better alternative.



 

Tags
2006, accounts, beware, multiple
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