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Old 02-10-2006, 03:20 PM
Mark
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Posts: n/a
Default Re: online setup of an existing account

Reference: http://support.microsoft.com/kb/889926/en-us
It may be that the original Savings account is still linked to your bank and
is hence already "online".
Merge only combines an offline with an online account.

-Mark

"smikermat" <smikermat[at]discussions.microsoft.com> wrote in message
news:445BCBF0-AD69-44B1-BA38-7AEE61F3CA87[at]microsoft.com...
- quote -

> I'm using Money Deluxe 2006, in fact I just installed it. I have used MS
> Money for years; previous version was Deluxe 2005.
> I did a check for new online services for one of my existing accounts. It
> found new services, so I started going through the setup. After entering

all
> of my account/personal info, it displays a screen entitled, "Confirm

account
> type". It lists the account type (Savings) along with the correct last

four
> digits of my account number and the correct balance. It then asks me to
> choose the account type from a drop-down listbox. I choose savings and

click
> "Next". So far, so good.
> The next screen is entitled "Identify your existing accounts". It asks me
> "Are you already keeping track of any of these accounts in Money?" and

then
> lists the one account I have at the institution: Savings. I choose "Yes"

and
> click "Next".
> On the next screen, "Match duplicate accounts", is where things go

haywire.
> The account details on the left are still correct. The Action column on

the
> right has two radio buttons: The first says "This is a new account." and

the
> second "This account is the same as:" and then gives me another drop-down
> listbox that SHOULD list my accounts. BUT, it only lists one: my Checking
> account. That is not even at the same institution.
> I've tried clicking the Back button and choosing different accounty types
> but nothing changes.
> What can I do to get around this apparent bug in the software?
> Thanks.



  #-1  
Old 02-10-2006, 03:03 AM
smikermat
Guest
 
Posts: n/a
Default online setup of an existing account

I'm using Money Deluxe 2006, in fact I just installed it. I have used MS
Money for years; previous version was Deluxe 2005.

I did a check for new online services for one of my existing accounts. It
found new services, so I started going through the setup. After entering all
of my account/personal info, it displays a screen entitled, "Confirm account
type". It lists the account type (Savings) along with the correct last four
digits of my account number and the correct balance. It then asks me to
choose the account type from a drop-down listbox. I choose savings and click
"Next". So far, so good.

The next screen is entitled "Identify your existing accounts". It asks me
"Are you already keeping track of any of these accounts in Money?" and then
lists the one account I have at the institution: Savings. I choose "Yes" and
click "Next".

On the next screen, "Match duplicate accounts", is where things go haywire.
The account details on the left are still correct. The Action column on the
right has two radio buttons: The first says "This is a new account." and the
second "This account is the same as:" and then gives me another drop-down
listbox that SHOULD list my accounts. BUT, it only lists one: my Checking
account. That is not even at the same institution.

I've tried clicking the Back button and choosing different accounty types
but nothing changes.

What can I do to get around this apparent bug in the software?

Thanks.
 

Tags
account, existing, online, setup
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