Cal Learner-- MVP wrote:

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on-site, knowledgeable -- who says that only the investment registers
are shown in MsMoney's account list, despite the fact that for each of
those a cash register can be selected for display when the account is
opened. This cash register can also be installed as a toolbar button
with the Investing View of the Shortcuts, but as far as I can manage,
cannot be renamed in the toolbar.

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An interesting suggestion: it could work if only I could access the
cash portion of the account to do the merge.

According to the tech with whom I spoke, Quicken handles this situation
correctly, but I'm not about to go back to it... And also according to
the tech, Quicken and Money are the only two programs the broker
supports.

Thank you for your attention, Cal; it has helped me analyze Money's
funtions more closely than I would have otherwise.

T.

In microsoft.public.money, tony wrote:

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That is a problem. Care to name the broker? If so, somebody with
some experience with that broker may offer some insight. Or at least
on
http://www.microsoft.com/money/banko...BrokeragesOnly
identify if the description says "third party" or what?

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I don't know if I will be able to actually help. Perhaps you could
create a new file with the proper type accounts pre-created. Then do
the download, and see if you can match or merge the downloaded
accounts with the existing accounts.

I would like to hope that customer service of that broker would know
how to make this play.

What I am used to is an investment account that has a cash
transactions account that you can write checks with. Perhaps you
could merge Checking to one of those cash accounts. I have not had
that kind of thing to deal with.

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Cal Learner-- MVP wrote:
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Correct.

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They are from the same broker and all five appear to be investment
accounts, as suggested by the following sequence:

1. Banking tab > Account List tab > Account List screen shows all my
accounts.

2. Clicking on any one of them, shifts the display to Investing tab Investing Tools tab > Account Register.

At the left of that screen, the selections under the View category are
Account Summary, Investment Transactions, Cash Transactions.

Investment Transactions is surrounded by a dotted line frame.

The account displayed in the scrolling list at the right of Account
Register is the account which I selected from the Account List.

Selecting Cash Transactions changes the register to the checking
register I want to access, and the scrolling list displays an account
which does not appear in the Account List. This is the account which,
needless to say, I want to show in my Account List, but which I don't
seem to be able to access for that purpose.

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They do not show the type, but they do ask for the Cash Portion Name
and the Account Number. If that information will solve the problem,
I'll have to get it from the broker.

Thank you for your help.

T.

In microsoft.public.money, tony wrote:

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It would appear that Banking (which I would guess is an checking
account) and Card (which I would guess is a credit card account)
were somehow set up as investment accounts. Are those accounts all
from your broker?

If you right-click the accounts, and choose SeeAccountSettings, a
checking or credit card account will show the account type under the
account name. Oddly, an investment account does not show the type.

Do yours show the right type?

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I am not sure what you are describing. In the Account List, does it
show two many accounts? Can you merge where appropriate?


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After downloading into a new file all the available data from my
broker, MsMoney 2006 Standard Edition created five generically labeled
accounts (Investment #1, #2...) which I renamed appropriately IRA,
Trade, etc. The Account list under the Banking tab contains all of them
and only them. Two of them, Banking and Card, display an Investment
register by default; I can select the more useful Transactions register
as needed, but I cannot make it the default.

At the same time, the scrolling list of Shortcuts > Toolbar Display
Settings > Available contains the original generic labels along with
the renamed ones, and as it turns out, toolbar buttons for two of those
initial labels do display the Transaction registers I want. But... I
cannot access those labels to rename them with recognizable names.

What must I do now? I would be grateful for any help in that regard.

T.