Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
  #2  
Old 02-13-2007, 09:20 PM
JRB
Guest
 
Posts: n/a
Default RE: Multiple Bank Accounts, Only One

Albert,

You do not have to download all 3 accounts from Wells Fargo. If you have
set up all 3 accounts in MS Money then simply re-name 2 of the accounts and
do not set up on-line access. Choose the option "my financial institution is
not on the list". For the automated account use the full function of setting
up on-line access. When you download from Wells Fargo - be certain you have
selected the correct account for download.

Usually with "linked" accounts on financial websites you will see all your
accounts at log on but may choose to review each individually once you log
in. Be certain to select the account for review - then download from that
screen and verify the account number.

Here's an example:

Wells Fargo Checking On-line access desired
Savings - WF no on-line access desired
CD - WF no on-line access desired

and so on................... Set the accounts up in Money so you know what
they represent but don't allow on-line access.

These financial programs all basically work the same way. You select the
options you want and there is always a "work around" from automation on-line.

Good Luck

"Albert" wrote:

- quote -

> Hi, Im a new money user. I have Wells Fargo banking and i have several
> accounts under my login name for the website. Meaning, when i go to
> wellsfargo.com and then login, i can see my three accounts. What i want to do
> with money, is monitor ONLY ONE ACCOUNT. So my question is, if i type in my
> username and password on money, can i select to monitor the balance on only
> one account? Please Help!

  #1  
Old 02-12-2007, 02:30 AM
Albert
Guest
 
Posts: n/a
Default Re: Multiple Bank Accounts, Only One

Im running moeny 2006 standard

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Albert wrote:
> > Hi, Im a new money user. I have Wells Fargo banking and i have several
> > accounts under my login name for the website. Meaning, when i go to
> > wellsfargo.com and then login, i can see my three accounts. What i want to do
> > with money, is monitor ONLY ONE ACCOUNT. So my question is, if i type in my
> > username and password on money, can i select to monitor the balance on only
> > one account? Please Help!

> This is not a tested process, and it seems obscure. Perhaps somebody
> will have a better technique. Make an extra copy/backup of your file
> in case you want to undo something.
> Change the Financial Institution for two of the accounts to "Wells
> Fargo local", or some such. When Money presents a list of banks
> asking if your bank is on the list, say your bank is not on the
> list. You may have to disable online access to WF to change the
> name.
> Enable the account you want the downloads for. Expect to merge the
> desired accounts that Money creates with the account you want to
> download to. *If* Money creates two more unwanted accounts for you
> for the accounts you don't want to access online, delete the
> statements on the Account List page by right-clicking where it says
> you have transactions to read, and then Close those extra accounts.
> Do not merge them with the two accounts that you want to handle
> manually.
> You did not say what program you are running, so I guessed you are
> using Money 2007 Deluxe or a version that will work similarly.

 
Old 02-11-2007, 11:17 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Multiple Bank Accounts, Only One

In microsoft.public.money, Albert wrote:

- quote -

> Hi, Im a new money user. I have Wells Fargo banking and i have several
> accounts under my login name for the website. Meaning, when i go to
> wellsfargo.com and then login, i can see my three accounts. What i want to do
> with money, is monitor ONLY ONE ACCOUNT. So my question is, if i type in my
> username and password on money, can i select to monitor the balance on only
> one account? Please Help!


This is not a tested process, and it seems obscure. Perhaps somebody
will have a better technique. Make an extra copy/backup of your file
in case you want to undo something.

Change the Financial Institution for two of the accounts to "Wells
Fargo local", or some such. When Money presents a list of banks
asking if your bank is on the list, say your bank is not on the
list. You may have to disable online access to WF to change the
name.

Enable the account you want the downloads for. Expect to merge the
desired accounts that Money creates with the account you want to
download to. *If* Money creates two more unwanted accounts for you
for the accounts you don't want to access online, delete the
statements on the Account List page by right-clicking where it says
you have transactions to read, and then Close those extra accounts.
Do not merge them with the two accounts that you want to handle
manually.

You did not say what program you are running, so I guessed you are
using Money 2007 Deluxe or a version that will work similarly.


  #-1  
Old 02-11-2007, 10:48 PM
Albert
Guest
 
Posts: n/a
Default Multiple Bank Accounts, Only One

Hi, Im a new money user. I have Wells Fargo banking and i have several
accounts under my login name for the website. Meaning, when i go to
wellsfargo.com and then login, i can see my three accounts. What i want to do
with money, is monitor ONLY ONE ACCOUNT. So my question is, if i type in my
username and password on money, can i select to monitor the balance on only
one account? Please Help!
 

Tags
accounts, bank, multiple
Similar Threads
Thread Forum Replies Last Post
confusion about multiple accounts at same bank
Lorraine: I have two Money files - 0ne for my personal accounts and one for my business. I use one bank for all of my accounts. Here's my problem: When I...
Microsoft Money 5 03-18-2006 01:34 AM
Multiple accounts:one bank (different IDs & pswd)
garnd: How do i set up auto-online updates when u have multiple accounts at one bank w/ different IDs and pswds?
Microsoft Money 8 02-23-2005 05:31 PM
multiple accounts at a single bank
MichaelG: Can anyone help me set up downloads for multiple accounts at a single institution? When I change account numbers, it deletes the previous account....
Microsoft Money 1 01-22-2004 01:50 AM
Multiple accounts, same bank
instugator: I have 2 accounts at my bank. Each of these has a savings AND a checking account. When I attempt to download a 'web statement' from account 2,...
Microsoft Money 1 12-12-2003 07:15 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 08:32 PM.