Credit Card Institutional Change

#4 11-23-2006, 11:27 AM

On Wed, 22 Nov 2006 20:28:08 -0600, Cal Learner-- MVP
<via_newsgroup[at]please.tnx> wrote:

- quote -

> In microsoft.public.money, Ron Rosenfeld wrote:
> > On Wed, 22 Nov 2006 08:57:48 -0600, Cal Learner-- MVP
> > <via_newsgroup[at]please.tnx> wrote:
> > > > In microsoft.public.money, Ron Rosenfeld wrote:
> > > > > > My LL Bean credit card, which had been managed by MBNA, is now being managed by
> > > > Bank of America (since they bought out MBNA).
> > > > > > > I had been making online payments so cannot merely change the name of the
> > > > payee.
> > > > > > > What is the best way of handling this in Money2007?
> > > > > I would disable that account for online access
> > > (AccountList-> ManageOnlineServices). Change settings including FI.
> > > Enable card for online access.
> > > > Thanks Cal,
> > > That was one option I considered. Just wondering if there is a "cleaner" way,
> > that would also retain records of payments made to MBNA vs payments to BOA.
> Based on what BobJ, I would do nothing until there is a problem.
> Changing the payee in the checking account would seem to accomplish
> keeping track of who the payments are to. A note in the account
> settings comment field about what the switch date was would let you
> remember later when the switchover was.
> Of course you could create a new account. Transfer any balance
> carried over. I don't see an overall advantage, but it would keep
> things separate. It seems to be a matter of preference.

Yes. So far all I've done is change the mailing address.

Thanks.

--ron

#3 11-23-2006, 01:28 AM

In microsoft.public.money, Ron Rosenfeld wrote:

- quote -

> On Wed, 22 Nov 2006 08:57:48 -0600, Cal Learner-- MVP
> <via_newsgroup[at]please.tnx> wrote:
> > In microsoft.public.money, Ron Rosenfeld wrote:
> > > > My LL Bean credit card, which had been managed by MBNA, is now being managed by
> > > Bank of America (since they bought out MBNA).
> > > > > I had been making online payments so cannot merely change the name of the
> > > payee.
> > > > > What is the best way of handling this in Money2007?
> > > I would disable that account for online access
> > (AccountList-> ManageOnlineServices). Change settings including FI.
> > Enable card for online access.
> Thanks Cal,
> That was one option I considered. Just wondering if there is a "cleaner" way,
> that would also retain records of payments made to MBNA vs payments to BOA.

Based on what BobJ, I would do nothing until there is a problem.

Changing the payee in the checking account would seem to accomplish
keeping track of who the payments are to. A note in the account
settings comment field about what the switch date was would let you
remember later when the switchover was.

Of course you could create a new account. Transfer any balance
carried over. I don't see an overall advantage, but it would keep
things separate. It seems to be a matter of preference.

#2 11-23-2006, 01:20 AM

On Wed, 22 Nov 2006 08:57:48 -0600, Cal Learner-- MVP
<via_newsgroup[at]please.tnx> wrote:

- quote -

> In microsoft.public.money, Ron Rosenfeld wrote:
> > My LL Bean credit card, which had been managed by MBNA, is now being managed by
> > Bank of America (since they bought out MBNA).
> > > I had been making online payments so cannot merely change the name of the
> > payee.
> > > What is the best way of handling this in Money2007?
> I would disable that account for online access
> (AccountList-> ManageOnlineServices). Change settings including FI.
> Enable card for online access.

Thanks Cal,

That was one option I considered. Just wondering if there is a "cleaner" way,
that would also retain records of payments made to MBNA vs payments to BOA.
--ron

#1 11-22-2006, 01:57 PM

In microsoft.public.money, Ron Rosenfeld wrote:

- quote -

> My LL Bean credit card, which had been managed by MBNA, is now being managed by
> Bank of America (since they bought out MBNA).
> I had been making online payments so cannot merely change the name of the
> payee.
> What is the best way of handling this in Money2007?

I would disable that account for online access
(AccountList-> ManageOnlineServices). Change settings including FI.
Enable card for online access.

11-22-2006, 01:52 PM

I'm not sure you have to do anything. I have two MBNA not-for-profit
organization affinity cards and have not made any changes. So far I have
had no problems using E-pays.
--
Peace,
BobJ

"Ron Rosenfeld" <ronrosenfeld[at]nospam.org> wrote in message
news:15f8m2112j1g5sut0k3ob1lo28mb6i5vkp[at]4ax.com...
- quote -

> My LL Bean credit card, which had been managed by MBNA, is now being
> managed by
> Bank of America (since they bought out MBNA).
> I had been making online payments so cannot merely change the name of the
> payee.
> What is the best way of handling this in Money2007?
> Thanks.
> --ron

#-1 11-22-2006, 11:05 AM

My LL Bean credit card, which had been managed by MBNA, is now being managed by
Bank of America (since they bought out MBNA).

I had been making online payments so cannot merely change the name of the
payee.

What is the best way of handling this in Money2007?

Thanks.

--ron

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