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#2
11-28-2005, 12:18 PM
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 Re: Rename Investment Cash Accounts Don't apologize. This has always seemed like a pretty cryptic place to put this. Why isn't there a separate details screen like there is for all other accounts? Glad I could help. Thanks for the feedback. "Matt McLelland" <MattMcLelland[at]discussions.microsoft.com> wrote in message news:60F024BF-CF73-45D8-AF8B-2E90021890A2[at]microsoft.com... - quote - > Thanks Dick...this was the answer. I'm a little embarrassed...I'd already > visited this screen but didn't scroll down far enough to see this. |
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#1
11-28-2005, 03:45 AM
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| Re: Rename Investment Cash Accounts Thanks Dick...this was the answer. I'm a little embarrassed...I'd already visited this screen but didn't scroll down far enough to see this. Thanks again! "Dick Watson" wrote: - quote - > You just want to rename the Investment Cash Account? Go to the Investment > Account Settings. There's a text box there for Cash Portion Account Name. > "Matt McLelland" <MattMcLelland[at]discussions.microsoft.com> wrote in message > news:12D5E68D-B7C5-476A-9A0D-4C8884409C8E[at]microsoft.com... > > About a year ago one of the financial institutions from my investment > > portfolio changed something at the home office that resulted in new > > account > > numbers in all 6 of my accounts. At the time I was using Money 2005, > > although am now using Money 2006 Deluxe. Anyway, I changed the account > > number in Money and everything kept working just as it always did (account > > downloads, stock quotes, etc). This morning I was looking more closely at > > the associated cash account for each of my 6 investment accounts, and > > realized their account numbers still show the old account number, even > > though > > they are correctly linked to the right investment account. I have looked > > all > > over the MS support site and can't figure out how to change the cash > > account > > name..can anyone help? |
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11-26-2005, 07:49 PM
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| Re: Rename Investment Cash Accounts You just want to rename the Investment Cash Account? Go to the Investment Account Settings. There's a text box there for Cash Portion Account Name. "Matt McLelland" <MattMcLelland[at]discussions.microsoft.com> wrote in message news:12D5E68D-B7C5-476A-9A0D-4C8884409C8E[at]microsoft.com... - quote - > About a year ago one of the financial institutions from my investment > portfolio changed something at the home office that resulted in new > account > numbers in all 6 of my accounts. At the time I was using Money 2005, > although am now using Money 2006 Deluxe. Anyway, I changed the account > number in Money and everything kept working just as it always did (account > downloads, stock quotes, etc). This morning I was looking more closely at > the associated cash account for each of my 6 investment accounts, and > realized their account numbers still show the old account number, even > though > they are correctly linked to the right investment account. I have looked > all > over the MS support site and can't figure out how to change the cash > account > name..can anyone help? |
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#-1
11-26-2005, 12:10 PM
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| Rename Ivenestment Cash Accounts About a year ago one of the financial institutions from my investment portfolio changed something at the home office that resulted in new account numbers in all 6 of my accounts. At the time I was using Money 2005, although am now using Money 2006 Deluxe. Anyway, I changed the account number in Money and everything kept working just as it always did (account downloads, stock quotes, etc). This morning I was looking more closely at the associated cash account for each of my 6 investment accounts, and realized their account numbers still show the old account number, even though they are correctly linked to the right investment account. I have looked all over the MS support site and can't figure out how to change the cash account name..can anyone help? |
| Tags |
| accounts, cash, ivenestment, rename |
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