No, not quite. This is the problem. Money will let me assign the same bank.
However, this is what happens. It changes my checking account (held at the
same bank) to the new account (as evidenced by the account balance and
transactions).

While following advice in previous posts on this thread I found a work
around (see previous post).

Thanks Steve!

Penny


"SteveC" wrote:

- quote -

Penny,

So this is an account that you want to add (not for Online Access) and Money
won't let you tie it to a bank you already have listed? If so, try giving a
slightly different name to the Bank. For example if you have First National
Bank, tell Money that it is with First Natl Bank. Then once you set up the
account, go to the other account and change it from First National Bank to
First Natl Bank. If it lets you do that, then you can later change name of
bank. Or try changing the bank first to a wrong name so you can create with
a new name that will work. You see what I mean. Then run the file repair
on your money account.

Steve
"PR7" <PR7[at]discussions.microsoft.com> wrote in message
news:5341B3CB-FFFD-485B-940D-76493F3C5A04[at]microsoft.com...
- quote -

Ok, I looked to see whther or not I signed up for Passport. I wasn't signed
up for it.

I previously checked inot whether or not I actually had to choose a
financial institution. Money will not let you name one. But it does have a
small link "My bank or brokerage isn't listed". I set the account up by
following the link and entering information at the prompts. I then opened the
account and chose "Change Account Settings". I then chose the financial
institution and everything appears to be OK.

Thank you very much for your help!

Penny

"Cal Learner-- MVP" wrote:

- quote -

In microsoft.public.money, PR7 wrote:

- quote -

I think you may have inadvertently set this up for online access.

If you want to remove the Passport from a file you may have to turn
off background banking at
Tools-> Settings-> AccessYourMoneyDataOnTheWeb and then
File-> PasswordManager you can choose to remove your Passport.

If this does not apply, just tell Money that the institution is
named "particular banks name Checking"

- quote -

Money 2006 Premium

"PR7" wrote:

- quote -

Thanks Cal, but this doesn't apply. I am the only user and I have not set up
Money to work online at this time I prefer to do everything manually.

Penny

"Cal Learner-- MVP" wrote:

- quote -

Money 2006

"Cal Learner-- MVP" wrote:

- quote -

In microsoft.public.money, PR7 wrote:

- quote -

See http://support.microsoft.com/kb/814143/en-us

In microsoft.public.money, PR7 wrote:

- quote -

What program are you using?

In Money, I have an checking account set up for a particular bank. I have
since opened a new credit card account with the same bank. When I try add
this account via. Account List- Add a New account - Choose account type
(select credit card) - (Choose the bank) - I get the message "Your account
list already contains accounts with (particular banks name). After Money
updates your accounts, review the account list to see if it shows duplicate
copies of any accounts... click "OK". If I click OK Money changes the exiting
accounts type to a credit card account instead of adding the additional
account at the same bank.

I didn't have this problem when I added the checking and savings account at
the same bank when I first set them up. Of course at the time the program
asked if I had additional accounts at the same bank. How can I add additional
accounts to the same financial institution after the original setup
opportunity?

Thanks in advance for your help!

Penny