Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
  #2  
Old 06-28-2007, 08:38 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: UNABLE TO MERGE/DELETE TRIPLICATE ONLINE ACCOUNT

In microsoft.public.money, RoNaLdS173 wrote:

- quote -

> Money did change the account number on one of the accounts but, otherwise,
> everything is the same except for the starting amounts, and what was
> previously entered/downloaded in each. Regarding which Money program I am
> using, it is Money '07 Deluxe.
> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, RoNaLdS173 wrote:
> > > > I originally setup an online acct. for my Shell credit card but for some
> > > unknown reason Money 2007 setup another, which I simply closed. But, it just
> > > setup a 3rd online acct. and now I can't delete the additional 2 accounts
> > > without losing all the data in all three accounts. Also, since all three
> > > account are online--none started manually--I can't seem to merge them. Can
> > > somebody PLEASE give me some suggestions without a lot of techy talk!
> > > I kinda doubt it.
> > > Are you using Money 2007 Deluxe?
> > > Do each of those accounts show the same Financial Institution and

> > Account number? To see those, right-click the name of the account on
> > the accounts list. Choose SeeAccountSettings.

>

I have thought about it, and I am not sure I can get you there
*with* a lot of techy talk. You should be able to merge a non-online
account with an online account.

So what it would involve is to disable online access to the account
you want to keep. That would probably also disable online access to
the others.

Blank the financial institution for all but one account in the
Account Settings. The account you want to keep would probably be the
one with the oldest transactions. Set that one account for online
access again. If a new accounts are created, merge the one you kept
with the appropriate new one. If there is an unwanted account
created, Close that account.

The left over accounts that have the institution blanked out could
be looked at, or even used to do a QIF export. But that's getting
even more complex.

Keep an extra copy/backup of your file in case you want to undo
something.

  #1  
Old 06-26-2007, 02:43 PM
RoNaLdS173
Guest
 
Posts: n/a
Default Re: UNABLE TO MERGE/DELETE TRIPLICATE ONLINE ACCOUNT

Money did change the account number on one of the accounts but, otherwise,
everything is the same except for the starting amounts, and what was
previously entered/downloaded in each. Regarding which Money program I am
using, it is Money '07 Deluxe.

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, RoNaLdS173 wrote:
> > I originally setup an online acct. for my Shell credit card but for some
> > unknown reason Money 2007 setup another, which I simply closed. But, it just
> > setup a 3rd online acct. and now I can't delete the additional 2 accounts
> > without losing all the data in all three accounts. Also, since all three
> > account are online--none started manually--I can't seem to merge them. Can
> > somebody PLEASE give me some suggestions without a lot of techy talk!

> I kinda doubt it.
> Are you using Money 2007 Deluxe?
> Do each of those accounts show the same Financial Institution and
> Account number? To see those, right-click the name of the account on
> the accounts list. Choose SeeAccountSettings.

 
Old 06-25-2007, 10:40 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: UNABLE TO MERGE/DELETE TRIPLICATE ONLINE ACCOUNT

In microsoft.public.money, RoNaLdS173 wrote:

- quote -

> I originally setup an online acct. for my Shell credit card but for some
> unknown reason Money 2007 setup another, which I simply closed. But, it just
> setup a 3rd online acct. and now I can't delete the additional 2 accounts
> without losing all the data in all three accounts. Also, since all three
> account are online--none started manually--I can't seem to merge them. Can
> somebody PLEASE give me some suggestions without a lot of techy talk!


I kinda doubt it.

Are you using Money 2007 Deluxe?

Do each of those accounts show the same Financial Institution and
Account number? To see those, right-click the name of the account on
the accounts list. Choose SeeAccountSettings.

  #-1  
Old 06-25-2007, 09:48 PM
RoNaLdS173
Guest
 
Posts: n/a
Default UNABLE TO MERGE/DELETE TRIPLICATE ONLINE ACCOUNT

I originally setup an online acct. for my Shell credit card but for some
unknown reason Money 2007 setup another, which I simply closed. But, it just
setup a 3rd online acct. and now I can't delete the additional 2 accounts
without losing all the data in all three accounts. Also, since all three
account are online--none started manually--I can't seem to merge them. Can
somebody PLEASE give me some suggestions without a lot of techy talk!
 

Tags
account, merge or delete, online, triplicate, unable
Similar Threads
Thread Forum Replies Last Post
Duplicate, Triplicate Transactions
SFGiants Fan: Somehow duplicate and triplicate transactions showed up on my MS Money 2007. Is there a way to restore the money file to match up with the banking...
Microsoft Money 4 12-18-2006 11:29 PM
Unable to delete account - Money 2004 Dlx
Eric: I closed my old loan account after refinancing, haven't created a new loan account yet, but my old mortgage payment is still showing up under the...
Microsoft Money 2 02-13-2004 02:43 AM
Unable to delete or suppress a Mutual Fund
PhilZ: I have a mutual fund that has a zero balance since 2001 yet money keeps reporting on its progress. When I attempt to delete using "delete an...
Microsoft Money 1 11-17-2003 02:21 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 11:10 PM.