This is getting a little confusing: What I am calling the broker name has a
small plus to the left that when clicked changes to a minus sign and reveals
all the accounts under that broker. I chose to use the term broker name
because when you click "sort account list by" in the left column there is an
option to sort by "bank or broker name". My account list appears as follows
when not expanded:

+ American Funds
+ American Funds #3

Since both were downloaded from the same broker MS Money addded the #3 and
that is how it appeard after downloading my wife and kids plans (accounts).
If I click the + next to American Funds it displays the 8 funds in mt Roth
with a total at the bottom....very nicely. BUT when I click the + next to
American Funds #3 to expand this group it displays about 28 funds some of
which belong to my wife's Roth, some of which belong to my first childs 529
and some of which belong to my second childs 529. The three groups of
accounts are mixed under this Broker Name "American Funds #3!

I don't think my problem has anything to do with merging accounts. I just
want ot add 2 more broker names called American Funds 2 and American Funds 4
and seperate the accounts so that they are all in a related group instead of
being mixed together.

Thanks again for hanging in there to try and understand what I'm saying!!

"Cal Learner-- MVP" wrote:

- quote -

In microsoft.public.money, cwilliams wrote:

- quote -


I suspect that you call a broker name is what I would call an
account, and what you are calling an account, I would call an
investment. The things in the AccountList are accounts.

Since you are downloading, you will want to follow the account
distinctions that American Funds is making. But if you get duplicate
accounts, you will want to merge as appropriate using
AccountList-> MergeDuplicateAccounts. The merger process will allow
you to merge a downloaded account with an account that is not set up
for online access.

Another thing that you want to do is to rename the accounts
appropriately. To do that, right-click the account name, and choose
SeeAccountSettings. There you can make changes.

Keep an extra backup or so in case you want to undo something with
File-> Restore.




**************************************

Basic Money Glossary (prototype)

Account

A collective place to place transactions, investments, cash, and
debt. An investment account would normally hold stocks, bonds,
and/or mutual funds. There are also bank, credit, and asset
accounts. Money Help item "account" gives a description.

Category

The Money help item "category" says "A way to sort your income and
expenses into meaningful groups so you can see income and spending
patterns in Money reports." That seems like a good description.


Favorite Account

An attribute of an account to give it easier access. See help item
"favorite".


Investment

A security such as stock, bond, or mutual fund. See Help item
"investment". Investment Buys and Sells are entered into an
investment (type) account, but an account is not an investment.
Normally when your broker assigns different account numbers, each
account number would correspond to an account. Each account can
contain many different types of investments.


Money File

The file that normally has the extension .mny. It contains the
data for money as well as most of the settings. It can be moved,
deleted, or copied by normal operating system means. See Help item
"file".

The Money file can be backed up to a Money backup file with a .mbf
extension. Give careful thought to your backup policy.


Watch Account

An account that is not real, but is for the purpose of watching
securities that you may not actually own. See help item "watch".

Money Market Fund

An investment held in an investment account that is a special kind
of mutual fund: the share price is fixed at $1 usually, and Money
does not put the sell transactions into the schedule D (capital
gains) information. Called "money market" in Money. Sometimes
referred to as MM or MMF.

Bank Money Market

A checking account from a bank that usually has some extra
restrictions and higher interest.

Thank you for your replies but I feel I left out some important details and I
will explain what what I did to hopefully help you understand what i want.
First I downloaded My Roth IRA from American Funds. Money downloaded 8
accounts (funds) for my IRA and Money created the broker name "American
Funds" under which my accounts are listed. Next I downloaded mt wife's Roth
IRA which is linked to our kids college savings plans or 529 plans. So when I
entered my wifes account #, fund # (Also with american Funds) money
downloaded all her Roth IRA account (funds) which is what I wanted but it
also wihout prompting me downloaaded both the kids 529 plans and all ~20
funds in these two plans. Money created another Broker name and called it
"American Funds #3". So in my account list I have two broker names for the
same investment company: American Funds and American Funds #3. I don't mind
having the broker name listed twice, in fact I want the same broker name
listed 4 times: 1 for my Roth IRA, 1 for my wifes Roth, one for each 529 plan.

I'm confident I didn't make a mistake downloading the account and I'm pretty
sure the problems lies in the fact that the kids accounts are linked to my
wifes. After all, you not going to give a 6 yr old and a 13 yr old a pasword
and access to an investment account! If it's not possible I'll somehow make
due with the portfollio manager that you suggested. I haven't had time to try
your suggestions yet but I will and will provide some feedback when I do.

Thanks,
"Cal Learner-- MVP" wrote:

- quote -

If there are 3 different accounts at the one broker then you should be able
to download them as separate accounts. I suspect that you did something
incorrectly when you first setup the online services. When you originate
online services and have more than one account with that service the
different accounts should show up and ask you to match the to existing
accounts or new accounts. I would suggest that you terminate the online
service for this broker and then delete the broker and restart the whole
process again.

--

Neil


"cwilliams" <cwilliams[at]discussions.microsoft.com> wrote in message
newsC8C6840-CBC2-4980-B11B-F11B74E5DE5D[at]microsoft.com...
- quote -

In microsoft.public.money, cwilliams wrote:

- quote -

I suggest that you use the Portfolio views to see your totals.

Investing-> InvestingTools-> Portfolio will get you there, but it
is better to add Portfolio as a Shortcut to get you to the Portfolio
in a single click.

Examine the various views. You can also click
ChangePortfolioView-> CustomizeCurrentView-> PortfolioColumns

Select each of the seven TotalReturn items, and click Add. Also
select TotalAnnualizedReturn. These will give a much better view
of how each of your investments have been performing. You can
reorder them by selecting one in the DisplayedColumns and choosing
MoveUp or MoveDown. You may want to select CostBasis on the right,
and click Remove. That column is very meaningful for non-deferred
accounts, but you should not care about that column for a 401K.

When done, you can do SaveAs. Money will ask for a name for that
view. Then you will be able to select that view with SelectView in
the upper-left of the portfolio. Alternatively, click Save, and
the view that was in effect when you clicked CustomizeCurrentView
will be modified.

You can also reorder and resize columns by dragging the column
headings while viewing a portfolio.

- quote -

It sounds as if all three accounts are already listed as being held
at the correct broker.

MS Money 2007:
In a single download MS Money downloaded accounts that contained funds for
one Roth IRA and 2 529 college savings plans. All three accounts downloaded
under one broker name so that I cannot see the indivual total sums of the
three accounts. Each plan contains 8-10 different funds.
I want to move all the Roth accounts under a single broker name such as
"American Funds Roth". One of the College savings plans under another broker
name such as American Funds College 529 Victoria, and the other college
savings plan under a third broker name such as American College savings Funds
Nicholas. Curently the accounts for all three plans (~30 accounts)are under
one broker name "American Funds #3" and I can't see the totals for the
indivual funds.

Does anyone know how to create a broker name so I can move existing accounts
into it?