Money can't sync a Certificate of Deposit (BANK VS INVESTMENT)

#4 02-15-2006, 01:02 AM

Sorry, my mistake. You can change from one investment type to another (or
one bank account type to another), but not from an investment type to a
banking type. If your bank doesn't go back far enough to download all your
transactions on this CD, you will have to enter them manually.
--
Peace,
BobJ

"Daniel" <no_spam_sonofsmog[at]no_spam_hotmail.com> wrote in message
news:ubWPNJbMGHA.524[at]TK2MSFTNGP09.phx.gbl...
- quote -

> I didn't see "convert from one type of account to another." anywhere in the
> FAQ.
> "Marilyn & Bob" <privacy[at]nospam.please> wrote in message
> news:eNPRu3aMGHA.668[at]TK2MSFTNGP11.phx.gbl...
> > No, you cannot merge them. You really should convert your CD to a Bank
> > Account. That is how Money classifies Bank based CDs. If you need to
> keep
> > the transactions you already entered (instead of reentering them manually
> > or--if B of A keeps older data, via download), see the FAQs on how to
> > convert from one type of account to another.
> > --
> > Peace,
> > BobJ
> > > "Daniel" <no_spam_sonofsmog[at]no_spam_hotmail.com> wrote in message
> > news:%232nkewYMGHA.3936[at]TK2MSFTNGP10.phx.gbl...
> > > I have a certificate of deposit CD, held at Bank of America, setup
> through,
> > > money that I update manually.
> > > > > Recently, I setup Money 2006 to sync with Bank of America (California).
> > > And
> > > low and behold it downloaded this account. Unfortunately the downloaded
> > > account is a BANK account while the account that I created through
> > > MONEY
> > > is
> > > an INVESTMENT account. Is there any way to merge these two accounts and
> > > continue to get udpates on the balance?
> > > > > Really, I would like the account to remain an investment since Money
> > > regards
> > > CD accounts (wisely) as investments.
> > > > > --
> > > Daniel
> > > > > > > > > --
> > > Daniel Blackmon
> > > Project Lead - Software Engineer
> > > Worldwide Environmental Products Inc.
> > > > >

#3 02-14-2006, 11:40 PM

No. I can only see a summary. But Money online services downloads it as an
account.

"Cara" <Cara[at]discussions.microsoft.com> wrote in message
news:48966F83-EA0C-4D7F-B350-0F7A87F82DCD[at]microsoft.com...
- quote -

> > I didn't see "convert from one type of account to another." anywhere in
the
> > FAQ.
> I ran into the same thing. I manually recreated the CD as a savings
account
> (right or wrong I don't know) and backfilled the transactions. Since the
> interest is credited monthly it didn't take very long.
> You were able to get to your BofA CD via Money? I guess the CA accounts
are
> setup differently because I can't see transactions for CDs online just a
> summary, and cannot download the CD transactions manually or
automatically.

#2 02-14-2006, 11:05 PM

- quote -

> I didn't see "convert from one type of account to another." anywhere in the
> FAQ.

I ran into the same thing. I manually recreated the CD as a savings account
(right or wrong I don't know) and backfilled the transactions. Since the
interest is credited monthly it didn't take very long.

You were able to get to your BofA CD via Money? I guess the CA accounts are
setup differently because I can't see transactions for CDs online just a
summary, and cannot download the CD transactions manually or automatically.

#1 02-14-2006, 08:55 PM

I didn't see "convert from one type of account to another." anywhere in the
FAQ.

"Marilyn & Bob" <privacy[at]nospam.please> wrote in message
news:eNPRu3aMGHA.668[at]TK2MSFTNGP11.phx.gbl...
- quote -

> No, you cannot merge them. You really should convert your CD to a Bank
> Account. That is how Money classifies Bank based CDs. If you need to
keep
> the transactions you already entered (instead of reentering them manually
> or--if B of A keeps older data, via download), see the FAQs on how to
> convert from one type of account to another.
> --
> Peace,
> BobJ
> "Daniel" <no_spam_sonofsmog[at]no_spam_hotmail.com> wrote in message
> news:%232nkewYMGHA.3936[at]TK2MSFTNGP10.phx.gbl...
> > I have a certificate of deposit CD, held at Bank of America, setup
through,
> > money that I update manually.
> > > Recently, I setup Money 2006 to sync with Bank of America (California).
> > And
> > low and behold it downloaded this account. Unfortunately the downloaded
> > account is a BANK account while the account that I created through MONEY
> > is
> > an INVESTMENT account. Is there any way to merge these two accounts and
> > continue to get udpates on the balance?
> > > Really, I would like the account to remain an investment since Money
> > regards
> > CD accounts (wisely) as investments.
> > > --
> > Daniel
> > > > > --
> > Daniel Blackmon
> > Project Lead - Software Engineer
> > Worldwide Environmental Products Inc.
>

02-14-2006, 08:27 PM

No, you cannot merge them. You really should convert your CD to a Bank
Account. That is how Money classifies Bank based CDs. If you need to keep
the transactions you already entered (instead of reentering them manually
or--if B of A keeps older data, via download), see the FAQs on how to
convert from one type of account to another.
--
Peace,
BobJ

"Daniel" <no_spam_sonofsmog[at]no_spam_hotmail.com> wrote in message
news:%232nkewYMGHA.3936[at]TK2MSFTNGP10.phx.gbl...
- quote -

> I have a certificate of deposit CD, held at Bank of America, setup through,
> money that I update manually.
> Recently, I setup Money 2006 to sync with Bank of America (California).
> And
> low and behold it downloaded this account. Unfortunately the downloaded
> account is a BANK account while the account that I created through MONEY
> is
> an INVESTMENT account. Is there any way to merge these two accounts and
> continue to get udpates on the balance?
> Really, I would like the account to remain an investment since Money
> regards
> CD accounts (wisely) as investments.
> --
> Daniel
> --
> Daniel Blackmon
> Project Lead - Software Engineer
> Worldwide Environmental Products Inc.

#-1 02-14-2006, 04:22 PM

I have a certificate of deposit CD, held at Bank of America, setup through,
money that I update manually.

Recently, I setup Money 2006 to sync with Bank of America (California). And
low and behold it downloaded this account. Unfortunately the downloaded
account is a BANK account while the account that I created through MONEY is
an INVESTMENT account. Is there any way to merge these two accounts and
continue to get udpates on the balance?

Really, I would like the account to remain an investment since Money regards
CD accounts (wisely) as investments.

--
Daniel

--
Daniel Blackmon
Project Lead - Software Engineer
Worldwide Environmental Products Inc.

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