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#5
09-24-2006, 01:18 PM
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 Re: Merging 2 Accounts salam شمفا "md" <md[at]discussions.microsoft.com> wrote in message news:0C1B3D64-42FF-46FE-8493-8BA58AF76B78[at]microsoft.com... - quote - > This way will NOT work. You need to disable online function and follow the > instructions from one of the above posts > "Colin H Tomlinson" wrote: > > If your new and old accounts are already set up, > > > Rename the account you DON'T want to keep, something like 'A/X - old'. Then > > merge the accounts, by merging 'A/X - old' into 'A/X'. Then 'A/X' - old is > > no more and all the transactions are in the ONE account, called 'A/X'. > > > Colin > > > "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message > > news:3o2e9294dap2q0j5una13s4cj857k4httc[at]4ax.com... > > > In microsoft.public.money, beamone wrote: > > > > > > Before I do the merge I need to know which account merges into which > > > > Account. > > > > Do you bring up the Account that you want to keep & then choose from the > > > > list the one you want to merge with or visa versa? > > > > > Assuming you are using the merge function in Money 2006/7, you will > > > not have that choice. You can only merge a non-online with an online > > > account. > > > > > To do what I think you want to do, I would disable the old account > > > for online access in Money. I would then change the credentials of > > > the old account to those of the new account. > > > > > Set up that account for online access. After you fetch transactions > > > for the revised credentials, I expect there to be a new (minutes > > > old) online account which you will merge with the existing account. > > > Expect a warning about losing old transactions. Merge anyway. > > > > > Again, keep backups in case you do not like a result, but I predict > > > success for you. > > > > |
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#4
09-15-2006, 05:39 PM
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| Re: Merging 2 Accounts This way will NOT work. You need to disable online function and follow the instructions from one of the above posts "Colin H Tomlinson" wrote: - quote - > If your new and old accounts are already set up, > Rename the account you DON'T want to keep, something like 'A/X - old'. Then > merge the accounts, by merging 'A/X - old' into 'A/X'. Then 'A/X' - old is > no more and all the transactions are in the ONE account, called 'A/X'. > Colin > "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message > news:3o2e9294dap2q0j5una13s4cj857k4httc[at]4ax.com... > > In microsoft.public.money, beamone wrote: > > > > Before I do the merge I need to know which account merges into which > > > Account. > > > Do you bring up the Account that you want to keep & then choose from the > > > list the one you want to merge with or visa versa? > > > Assuming you are using the merge function in Money 2006/7, you will > > not have that choice. You can only merge a non-online with an online > > account. > > > To do what I think you want to do, I would disable the old account > > for online access in Money. I would then change the credentials of > > the old account to those of the new account. > > > Set up that account for online access. After you fetch transactions > > for the revised credentials, I expect there to be a new (minutes > > old) online account which you will merge with the existing account. > > Expect a warning about losing old transactions. Merge anyway. > > > Again, keep backups in case you do not like a result, but I predict > > success for you. > |
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#3
06-20-2006, 02:27 PM
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| Re: Merging 2 Accounts If your new and old accounts are already set up, Rename the account you DON'T want to keep, something like 'A/X - old'. Then merge the accounts, by merging 'A/X - old' into 'A/X'. Then 'A/X' - old is no more and all the transactions are in the ONE account, called 'A/X'. Colin "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message news:3o2e9294dap2q0j5una13s4cj857k4httc[at]4ax.com... - quote - > In microsoft.public.money, beamone wrote: > > Before I do the merge I need to know which account merges into which > > Account. > > Do you bring up the Account that you want to keep & then choose from the > > list the one you want to merge with or visa versa? > Assuming you are using the merge function in Money 2006/7, you will > not have that choice. You can only merge a non-online with an online > account. > To do what I think you want to do, I would disable the old account > for online access in Money. I would then change the credentials of > the old account to those of the new account. > Set up that account for online access. After you fetch transactions > for the revised credentials, I expect there to be a new (minutes > old) online account which you will merge with the existing account. > Expect a warning about losing old transactions. Merge anyway. > Again, keep backups in case you do not like a result, but I predict > success for you. |
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#2
06-19-2006, 08:42 PM
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| Re: Merging 2 Accounts In microsoft.public.money, beamone wrote: - quote - > Before I do the merge I need to know which account merges into which Account.
Assuming you are using the merge function in Money 2006/7, you will> Do you bring up the Account that you want to keep & then choose from the > list the one you want to merge with or visa versa? not have that choice. You can only merge a non-online with an online account. To do what I think you want to do, I would disable the old account for online access in Money. I would then change the credentials of the old account to those of the new account. Set up that account for online access. After you fetch transactions for the revised credentials, I expect there to be a new (minutes old) online account which you will merge with the existing account. Expect a warning about losing old transactions. Merge anyway. Again, keep backups in case you do not like a result, but I predict success for you. |
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#1
06-19-2006, 08:33 PM
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| Re: Merging 2 Accounts Before I do the merge I need to know which account merges into which Account. Do you bring up the Account that you want to keep & then choose from the list the one you want to merge with or visa versa? -- Barry www.beamalarm.com "Cal Learner-- MVP" wrote: - quote - > In microsoft.public.money, beamone wrote: > > I had to replace My A/X card & now I have 2 A/X Accounts set up. > > I want to merge the old into the new Account. > > But When I try to merge it does not tell me which one is merging into which > > one. > > I dont want to merge the new into the old number. > > I want to merge all the old activity into the new Account number. > Keep an extra copy of your file or backup. Do the merge. If you > don't like the result, File-> Restore. |
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06-19-2006, 07:15 PM
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| Re: Merging 2 Accounts In microsoft.public.money, beamone wrote: - quote - > I had to replace My A/X card & now I have 2 A/X Accounts set up.
Keep an extra copy of your file or backup. Do the merge. If you> I want to merge the old into the new Account. > But When I try to merge it does not tell me which one is merging into which > one. > I dont want to merge the new into the old number. > I want to merge all the old activity into the new Account number. don't like the result, File-> Restore. |
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#-1
06-19-2006, 07:01 PM
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| Merging 2 Accounts I had to replace My A/X card & now I have 2 A/X Accounts set up. I want to merge the old into the new Account. But When I try to merge it does not tell me which one is merging into which one. I dont want to merge the new into the old number. I want to merge all the old activity into the new Account number. -- Barry www.beamalarm.com |
| Tags |
| accounts, merging |
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