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  #4  
Old 04-30-2006, 10:44 PM
Chris Cowles
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Default Re: Update of account glitch on closed accounts

<johnbusc[at]hotmail.com> wrote in message
news:1146433401.718812.10410[at]i40g2000cwc.googlegroups.com...
- quote -

> Chris Cowles wrote:
> > I you have apays scheduled, stop those and do an online update before
> > disabling online services.

> Thanks for the update Chris. I would assume it doesn't apply in the
> OP's case since the account was already closed...


You probably are correct. I hadn't read that far down, was commenting on
the 'disable online services'.


  #3  
Old 04-30-2006, 09:43 PM
johnbusc@hotmail.com
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Default Re: Update of account glitch on closed accounts


Chris Cowles wrote:
- quote -

> I you have apays scheduled, stop those and do an online update before
> disabling online services.


Thanks for the update Chris. I would assume it doesn't apply in the
OP's case since the account was already closed but good advice for the
"usual method" in general!

Regards,
JB

  #2  
Old 04-30-2006, 09:32 PM
Chris Cowles
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Default Re: Update of account glitch on closed accounts

<johnbusc[at]hotmail.com> wrote in message
news:1146426035.740874.134300[at]j33g2000cwa.googlegroups.com...
- quote -

> Steve,
> The usual method is:
> 1. disable online services within Money for your bank


I you have apays scheduled, stop those and do an online update before
disabling online services. Otherwise they'll continue at the bank and not
show up in Money. You can convert back to apay after reenabling online
services.

Any outstanding epays also will cease to be linked but those aren't such a
problem, since they're one-time events. When they clear, you can match
them, but you can't review status until it actually does clear.
--
Chris Cowles
Gainesville, FL



  #1  
Old 04-30-2006, 07:40 PM
johnbusc@hotmail.com
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Default Re: Update of account glitch on closed accounts

Steve,

The usual method is:

1. disable online services within Money for your bank
2. close within Money the account you closed at the bank
3. setup online services for your bank again

The latter step should produce only the open account(s) at your bank.
This step may also involve merging accounts that were created as part
of the onine setup process with your existing Money accounts.

If you did step 2 before step 1, re-open it before disabling online
services.

Let us know if this works for you!

Regards,
JB

Steve wrote:
- quote -

> I get the following error message when updating my accounts at a bank. I
> have several accounts and the others get properly updated.
> "Microsoft Money could not update your account because you bank or brokerage
> does not have a record of it. The account may be closed or the account
> number may have change. Learn more."
> It is true that the account that cannot be updated is a closed account there
> at the bank. So, my question is...How can i tell MS money to stop asking
> the bank for this account's information?
> I have only been able to figure out how to tell MS Money to query (or not
> query) a bank...I can't find out how to restrict the accounts requested from
> the bank.
> I am using Money SMall Business 2005
> Thanks in advance for any suggestions.


 
Old 04-30-2006, 04:39 PM
Cal Learner-- MVP
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Posts: n/a
Default Re: Update of account glitch on closed accounts

In microsoft.public.money, Steve wrote:

- quote -

> I get the following error message when updating my accounts at a bank. I
> have several accounts and the others get properly updated.
> "Microsoft Money could not update your account because you bank or brokerage
> does not have a record of it. The account may be closed or the account
> number may have change. Learn more."
> It is true that the account that cannot be updated is a closed account there
> at the bank. So, my question is...How can i tell MS money to stop asking
> the bank for this account's information?


It is not under your control. :-(

The common work around for a somewhat similar thing is to have that
account as a closed account in Money.

Whether this will help your case, I don't know.


- quote -

> I have only been able to figure out how to tell MS Money to query (or not
> query) a bank...I can't find out how to restrict the accounts requested from
> the bank.
> I am using Money SMall Business 2005
> Thanks in advance for any suggestions.

  #-1  
Old 04-30-2006, 04:02 PM
Steve
Guest
 
Posts: n/a
Default Update of account glitch on closed accounts

I get the following error message when updating my accounts at a bank. I
have several accounts and the others get properly updated.

"Microsoft Money could not update your account because you bank or brokerage
does not have a record of it. The account may be closed or the account
number may have change. Learn more."

It is true that the account that cannot be updated is a closed account there
at the bank. So, my question is...How can i tell MS money to stop asking
the bank for this account's information?

I have only been able to figure out how to tell MS Money to query (or not
query) a bank...I can't find out how to restrict the accounts requested from
the bank.

I am using Money SMall Business 2005

Thanks in advance for any suggestions.


 

Tags
account, accounts, closed, glitch, update
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