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#6
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| I called MS directly. I was on the phone with them for an hour unti we figured it out. In order to merge accounts, one account has to b online and one offline. I have no idea why! From there I was able t merge the accounts. So far M06 seems more complicated than M04. It will take a while t figure it out - quote - > Mark Hornwrote
<affordableinsurance4u[at]yahoo-dot-com.no-spam.invalid> wroteOn 2005-08-19, Jeff - quote - > I don't know how to eliminate these duplicate accounts at thi
to this problem. There appears to be no way to deal with these ipoint > Any other suggestions are appreciated A big part of the reason that I have not moved to M05 or M06 is du M05/M06 other than to just close them, let them continue to downloa transactions, and manually exclude them from all of you reports.[/quote:d2f537af31 |
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#5
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| On 2005-08-19, JeffP <affordableinsurance4u[at]yahoo-dot-com.no-spam.invalid> wrote: - quote - > I don't know how to eliminate these duplicate accounts at this point.
A big part of the reason that I have not moved to M05 or M06 is due> Any other suggestions are appreciated. to this problem. There appears to be no way to deal with these in M05/M06 other than to just close them, let them continue to download transactions, and manually exclude them from all of your reports. |
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#4
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| The credit card accounts are actually duplicates. So even though th accounts are closed, they are still accepting the new downloade transactions. When I try the merge feature, the accounts I want t merge are not listed. The duplicate accounts only list the last transactions. I do not have any other transactions in the register. I don't know how to eliminate these duplicate accounts at this point. Any other suggestions are appreciated - quote - > Jimwrote Also, based on my past experience, you don't want to delete thos > credit cards accounts if you also have in use a check register wit > checks made out to them. I dId this once and all the check > disappeared from the Money check register - 3 years worth! Had t > manually reenter all of them - fortunately I had 12 months o > statements and a paper register for the older ones > Ji > On Thu, 18 Aug 2005 11:04:41 -0500 > affordableinsurance4u[at]yahoo-dot-com.no-spam.invalid (JeffP) wrote > When I upgraded to M06 I had some old credit card accounts reappea a > duplicates. Same account #'s, different account names. Eve thoug > these accounts are closed, the updates list transactions for bot > accounts. I have tried to merge accounts but when I do this th > accounts that I want to merge are not listed. So is there any wa > can delete the account? I just want to delete the account but > tried this and it insists that I close the account. Or if I choos > to delete the account it will automatically delete other account > from the same bank (why??). Is there a way around this > Thanks![/quote:736baf6712 |
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#3
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| No, it will not automatically be excluded from financial reports. You'll need to customize the reports to exclude those accounts. -- "JeffP" <affordableinsurance4u[at]yahoo-dot-com.no-spam.invalid> wrote in message news:4LGdnY6wP7P_D5jeRVn_vQ[at]giganews.com... - quote - > If I close the account will it automatically exclude them from > financial reports? I had the account closed and it was still > receiving transactions after the update. > > Richard Bollarwrote: > You can't delete the accounts so long as you use online services from > their > > associated financial institution. Unfortunately, the only solution > is to > > mark the accounts as closed and exclude them from your financial > reports. > > > -- > > > "JeffP" <affordableinsurance4u[at]yahoo-dot-com.no-spam.invalid> wrote in > > message news:soednWABmccELJneRVn_vQ[at]giganews.com... > > When I upgraded to M06 I had some old credit card accounts reappear > as > > duplicates. Same account #'s, different account names. Even > though > > these accounts are closed, the updates list transactions for both > > accounts. I have tried to merge accounts but when I do this the > > accounts that I want to merge are not listed. So is there any way > I > > can delete the account? I just want to delete the account but I > > tried this and it insists that I close the account. Or if I choose > > to delete the account it will automatically delete other accounts > > from the same bank (why??). Is there a way around this? > > > Thanks! > > [/quote:c69af17620] |
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#2
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| If I close the account will it automatically exclude them fro financial reports? I had the account closed and it was stil receiving transactions after the update - quote - > Richard Bollarwrote
theirYou can't delete the accounts so long as you use online services fro - quote - > associated financial institution. Unfortunately, the only solutio is to > mark the accounts as closed and exclude them from your financia reports > -- > "JeffP" <affordableinsurance4u[at]yahoo-dot-com.no-spam.invalid wrote in > message news:soednWABmccELJneRVn_vQ[at]giganews.com.. > When I upgraded to M06 I had some old credit card accounts reappea a > duplicates. Same account #'s, different account names. Eve thoug > these accounts are closed, the updates list transactions for bot > accounts. I have tried to merge accounts but when I do this th > accounts that I want to merge are not listed. So is there any wa > can delete the account? I just want to delete the account but > tried this and it insists that I close the account. Or if I choos > to delete the account it will automatically delete other account > from the same bank (why??). Is there a way around this > Thanks > [/quote:c69af17620 |
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#1
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| Also, based on my past experience, you don't want to delete those credit cards accounts if you also have in use a check register with checks made out to them. I dId this once and all the checks disappeared from the Money check register - 3 years worth! Had to manually reenter all of them - fortunately I had 12 months of statements and a paper register for the older ones. Jim On Thu, 18 Aug 2005 11:04:41 -0500, affordableinsurance4u[at]yahoo-dot-com.no-spam.invalid (JeffP) wrote: - quote - > When I upgraded to M06 I had some old credit card accounts reappear as > duplicates. Same account #'s, different account names. Even though > these accounts are closed, the updates list transactions for both > accounts. I have tried to merge accounts but when I do this the > accounts that I want to merge are not listed. So is there any way I > can delete the account? I just want to delete the account but I > tried this and it insists that I close the account. Or if I choose > to delete the account it will automatically delete other accounts > from the same bank (why??). Is there a way around this? > Thanks! |
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| You can't delete the accounts so long as you use online services from their associated financial institution. Unfortunately, the only solution is to mark the accounts as closed and exclude them from your financial reports. -- "JeffP" <affordableinsurance4u[at]yahoo-dot-com.no-spam.invalid> wrote in message news:soednWABmccELJneRVn_vQ[at]giganews.com... - quote - > When I upgraded to M06 I had some old credit card accounts reappear as > duplicates. Same account #'s, different account names. Even though > these accounts are closed, the updates list transactions for both > accounts. I have tried to merge accounts but when I do this the > accounts that I want to merge are not listed. So is there any way I > can delete the account? I just want to delete the account but I > tried this and it insists that I close the account. Or if I choose > to delete the account it will automatically delete other accounts > from the same bank (why??). Is there a way around this? > Thanks! |
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#-1
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| When I upgraded to M06 I had some old credit card accounts reappear a duplicates. Same account #'s, different account names. Even thoug these accounts are closed, the updates list transactions for bot accounts. I have tried to merge accounts but when I do this th accounts that I want to merge are not listed. So is there any way can delete the account? I just want to delete the account but tried this and it insists that I close the account. Or if I choos to delete the account it will automatically delete other account from the same bank (why??). Is there a way around this Thanks |
| Tags |
| accounts, deleting |
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