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| 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! |
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| 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. |
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| In microsoft.public.money, Albert wrote: - quote - > Hi, Im a new money user. I have Wells Fargo banking and i have several
This is not a tested process, and it seems obscure. Perhaps somebody> 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! 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. |
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| 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 |
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