Downloads updating closed accounts

#5 04-25-2007, 11:33 AM

I've seen this happen a lot.

I cured mine by turning off online services for that bank at the "online
services" dropdown, then turning them back on. When you turn them back on,
Money should connect to the net and give you the option of which accounts to
include. You should choose NOT to include the one you don't want to
download.

Make sure you know which account numbers you are tracking, as that is how
the accounts will be presented. Also know your online password.

Steve

"Bill" <Bill[at]discussions.microsoft.com> wrote in message
news:8A79CDCE-BBDF-412F-9CDD-80073D47C85A[at]microsoft.com...
- quote -

> I had a joint account for one of my kids that I use to track on money. The
> kid has moved out but still uses the account. I closed the account in
> Money
> but it still downloads all the transactions. I was going to delete it but
> Money "threatens" that it will delete all the accounts I have with that
> institution if I do that! Since I have several other active accounts there
> I
> really don't want to do that. Any ideas?

#4 04-25-2007, 05:44 AM

In microsoft.public.money, Bill wrote:

- quote -

> Version 16.0.120.1303 Money Deluxe 2007

OK. For the account you don't want to download to, if it says you
have transactions to review, right-click where it says you have
transactions to read, and select DeleteStatement. Close the account
by right-clicking the account and choose AccountIsClosed.
UpdateNow-> Update. The closed account should not say you have
transactions to read.

- quote -

> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, Bill wrote:
> > > > That is what I do not understand. I am running Money 2007???
> > > Help-> About will give you a version number. What is that number?
> > > > > > "Cal Learner-- MVP" wrote:
> > > > > > In microsoft.public.money, Bill wrote:
> > > > > > > > I had a joint account for one of my kids that I use to track on money. The
> > > > > kid has moved out but still uses the account. I closed the account in Money
> > > > > but it still downloads all the transactions. I was going to delete it but
> > > > > Money "threatens" that it will delete all the accounts I have with that
> > > > > institution if I do that! Since I have several other active accounts there I
> > > > > really don't want to do that. Any ideas?
> > > > > > > Money 2007 does not download into the closed account. You could
> > > > consider that.
> > > > > > > You could also have the account changed at the FI to not be included
> > > > in your set of accounts at the institution.
> > > >

#3 04-25-2007, 04:10 AM

Version 16.0.120.1303 Money Deluxe 2007

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Bill wrote:
> > That is what I do not understand. I am running Money 2007???
> Help-> About will give you a version number. What is that number?
> > "Cal Learner-- MVP" wrote:
> > > > In microsoft.public.money, Bill wrote:
> > > > > > I had a joint account for one of my kids that I use to track on money. The
> > > > kid has moved out but still uses the account. I closed the account in Money
> > > > but it still downloads all the transactions. I was going to delete it but
> > > > Money "threatens" that it will delete all the accounts I have with that
> > > > institution if I do that! Since I have several other active accounts there I
> > > > really don't want to do that. Any ideas?
> > > > > Money 2007 does not download into the closed account. You could
> > > consider that.
> > > > > You could also have the account changed at the FI to not be included
> > > in your set of accounts at the institution.
> >

#2 04-24-2007, 05:38 AM

In microsoft.public.money, Bill wrote:

- quote -

> That is what I do not understand. I am running Money 2007???

Help-> About will give you a version number. What is that number?

- quote -

> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, Bill wrote:
> > > > I had a joint account for one of my kids that I use to track on money. The
> > > kid has moved out but still uses the account. I closed the account in Money
> > > but it still downloads all the transactions. I was going to delete it but
> > > Money "threatens" that it will delete all the accounts I have with that
> > > institution if I do that! Since I have several other active accounts there I
> > > really don't want to do that. Any ideas?
> > > Money 2007 does not download into the closed account. You could
> > consider that.
> > > You could also have the account changed at the FI to not be included
> > in your set of accounts at the institution.
>

#1 04-24-2007, 04:14 AM

That is what I do not understand. I am running Money 2007???

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Bill wrote:
> > I had a joint account for one of my kids that I use to track on money. The
> > kid has moved out but still uses the account. I closed the account in Money
> > but it still downloads all the transactions. I was going to delete it but
> > Money "threatens" that it will delete all the accounts I have with that
> > institution if I do that! Since I have several other active accounts there I
> > really don't want to do that. Any ideas?
> Money 2007 does not download into the closed account. You could
> consider that.
> You could also have the account changed at the FI to not be included
> in your set of accounts at the institution.

04-22-2007, 09:17 PM

In microsoft.public.money, Bill wrote:

- quote -

> I had a joint account for one of my kids that I use to track on money. The
> kid has moved out but still uses the account. I closed the account in Money
> but it still downloads all the transactions. I was going to delete it but
> Money "threatens" that it will delete all the accounts I have with that
> institution if I do that! Since I have several other active accounts there I
> really don't want to do that. Any ideas?

Money 2007 does not download into the closed account. You could
consider that.

You could also have the account changed at the FI to not be included
in your set of accounts at the institution.

#-1 04-22-2007, 09:10 PM

I had a joint account for one of my kids that I use to track on money. The
kid has moved out but still uses the account. I closed the account in Money
but it still downloads all the transactions. I was going to delete it but
Money "threatens" that it will delete all the accounts I have with that
institution if I do that! Since I have several other active accounts there I
really don't want to do that. Any ideas?

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