Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
  #2  
Old 10-07-2006, 09:38 PM
Michael Gordon
Guest
 
Posts: n/a
Default Re: How to customize account list?

I think what most people who find themselves in a similar position do is use
the Favorite Accounts on the Home Page as the default and only go to the
Account List when they want to view/access a less-used account.

--
Michael Gordon


"brett" <account[at]cygen.com> wrote in message
news:1160252689.901832.103350[at]i3g2000cwc.googlegroups.com...
- quote -

> Dick Watson wrote:
> > I guess this is why you can tag an account as Favorite and put Favorite
> > Accounts on the home page. The only alternative on the Account List page
> > is
> > to mark an account as closed and suppress showing the closed accounts.
> > I'm
> > not sure where the sense would be in having an account list that didn't
> > list
> > your accounts.

> I guess I'm looking for a customized account list. You are right that
> the account list should show all accounts. But than I'd like to create
> my own version of the account list. If I have Macy's VISA and Macy's
> Store credit cards that are used only once or twice, I don't want them
> taking up real estate on my screen. I only use them to take advantage
> of sales offered if you have those cards. Then I quickly pay the
> balance. I don't need to see them every time I look at the account
> list. They are almost always zero.
> What are the ramifications of using a closed account as an active one?
> One problem is that if I enter a charge of $100, it doesn't show on my
> "Credit Accounts" balance. Now, if I forget that I entered the $100,
> my credit card due date comes and goes, and I get a nice late fee. I
> could probably open the account just for the period of time I use it
> but that gets cumbersome. I suppose there isn't a clean or easy way to
> do it regardless.
> Thanks,
> Brett



  #1  
Old 10-07-2006, 08:24 PM
brett
Guest
 
Posts: n/a
Default Re: How to customize account list?


Dick Watson wrote:
- quote -

> I guess this is why you can tag an account as Favorite and put Favorite
> Accounts on the home page. The only alternative on the Account List page is
> to mark an account as closed and suppress showing the closed accounts. I'm
> not sure where the sense would be in having an account list that didn't list
> your accounts.


I guess I'm looking for a customized account list. You are right that
the account list should show all accounts. But than I'd like to create
my own version of the account list. If I have Macy's VISA and Macy's
Store credit cards that are used only once or twice, I don't want them
taking up real estate on my screen. I only use them to take advantage
of sales offered if you have those cards. Then I quickly pay the
balance. I don't need to see them every time I look at the account
list. They are almost always zero.

What are the ramifications of using a closed account as an active one?
One problem is that if I enter a charge of $100, it doesn't show on my
"Credit Accounts" balance. Now, if I forget that I entered the $100,
my credit card due date comes and goes, and I get a nice late fee. I
could probably open the account just for the period of time I use it
but that gets cumbersome. I suppose there isn't a clean or easy way to
do it regardless.

Thanks,
Brett

 
Old 10-07-2006, 07:16 PM
Dick Watson
Guest
 
Posts: n/a
Default Re: How to customize account list?

I guess this is why you can tag an account as Favorite and put Favorite
Accounts on the home page. The only alternative on the Account List page is
to mark an account as closed and suppress showing the closed accounts. I'm
not sure where the sense would be in having an account list that didn't list
your accounts.

"brett" <account[at]cygen.com> wrote in message
news:1160241051.459439.4540[at]m7g2000cwm.googlegroups.com...
- quote -

> Any suggestions?


  #-1  
Old 10-07-2006, 05:10 PM
brett
Guest
 
Posts: n/a
Default How to customize account list?

In Money 2004, is there a way to choose the account I'd like to appear
in the account list? The is the only view I use but some accounts are
rarely used and I don't want them taking up space on the account list?


For example, if I could have only favorite accounts display that would
be great. I can sort by favorites but I like sorting by account type
since it categorizes everything. Once I need to view a non favorite
account, I could get at it by other means.

Any suggestions?

Thanks,
Brett

 

Tags
account, customize, list
Similar Threads
Thread Forum Replies Last Post
Default view of Investment Account in Account List
Taylor: I work out of the Account List in the Banking tab, which is my opening screen. When I click on an Investment Account, the default view is the...
Microsoft Money 5 04-18-2006 05:25 PM
Money 2005 - Display full account number in account list?
Hank Oredson: -- ... Hank http://horedson.home.att.net http://w0rli.home.att.net
Microsoft Money 1 01-01-2005 01:12 PM
Money 2005 - how to display full account number in account list?
Hank Oredson: -- ... Hank http://horedson.home.att.net http://w0rli.home.att.net
Microsoft Money 1 01-01-2005 01:11 PM
Money 2004: Displaying an associated cash account in the Account List
Steve Guidi: My brokerage firm provides me with an investment account that also acts as a chequing account. As a result, I track the cash balance of the...
Microsoft Money 1 02-03-2004 04:04 AM
Error between account list balances and actual account register
Tony: Hi - I've raised this as a support call but I'm running Money 2004 and my account balance on the account list view is differenct than that on the...
Microsoft Money 2 01-18-2004 02:18 PM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 07:10 PM.