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#6
08-05-2007, 12:52 AM
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 Re: Account numbers change - easiest way to handle ? "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message news:2fi9b3hcdh69o8p6ctl5kfk8onao1b4ug7[at]4ax.com... - quote - > In microsoft.public.money, - Bobb - wrote:
Connected ( with new online services info in there) and it showed correct> > Cal, > > > Bump in the road here ... > > In M2004 I went in turned off online services, connected to Fidelity > > with > > my new account info and it download the account names ( old and new) I > > went thru choosing SKIP for the old ones and assigning my old names to > > the > > new ones. Looks good. BUT problem downloading. At first it showe ' no > > internet connection' ( broadband) so I went into IE settings and clicked > > "autodetect LAN settings". I closed/reopened the file - it then did > > try - > > and failed with "please contact the company message ...."" error > > returned > > from Fidelity. back to this in a minute.... > > > In M2006 I did nothing but connect/download to get my 'old' statements > > ( I > > haven't messed with it at all up to this point) and it downloaded my new > > / > > old accounts too - shows 3 new accounts , SO.... > > > Might it be that since 3 years is up for Fidelity's support ,M2004 > > online > > services WON'T now work ( in which case I'll go back to my backup). > I don't think that would be it. > > > I'll reboot, and try a bit later also. Will update if it then works. > Good idea. You could also try giving the new accounts slightly > different names. Reboot didn't help, but tonight it worked. ( Fidelity hiccups earlier ? ) balances in download . All set in M2004. Thanks Will edit m2006 info on other pc. Bobb |
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#5
08-04-2007, 06:49 PM
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| Re: Account numbers change - easiest way to handle ? In microsoft.public.money, - Bobb - wrote: - quote - > Cal,
I don't think that would be it.> Bump in the road here ... > In M2004 I went in turned off online services, connected to Fidelity with > my new account info and it download the account names ( old and new) I > went thru choosing SKIP for the old ones and assigning my old names to the > new ones. Looks good. BUT problem downloading. At first it showe ' no > internet connection' ( broadband) so I went into IE settings and clicked > "autodetect LAN settings". I closed/reopened the file - it then did try - > and failed with "please contact the company message ...."" error returned > from Fidelity. back to this in a minute.... > In M2006 I did nothing but connect/download to get my 'old' statements ( I > haven't messed with it at all up to this point) and it downloaded my new / > old accounts too - shows 3 new accounts , SO.... > Might it be that since 3 years is up for Fidelity's support ,M2004 online > services WON'T now work ( in which case I'll go back to my backup). - quote - > I'll reboot, and try a bit later also. Will update if it then works.
Good idea. You could also try giving the new accounts slightlydifferent names. - quote - > Thanks, > Bobb > "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message > news:vti4b31squhlnqodojflvnllta2o9evq5o[at]4ax.com... > > In microsoft.public.money, - Bobb - wrote: > > > > > > "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message > > > news:htq3b3t0g7k11rfque5os7gtmiu779mlha[at]4ax.com... > > > > In microsoft.public.money, - Bobb - wrote: > > > > > > > > My financial mail stolen from mailbox - found in woods. I contacted > > > > > broker/bank etc and now have new account numbers. > > > > > I just connected to Fidelity to download statement.Money still has my > > > > > old > > > > > account info so - > > > > > Money statement shows sold,sold,sold,sold,sold .... TRANSFERRED .... > > > > > I called Fidelity to see how to handle it - they said to create new > > > > > account ........ losing my history. No I'm not gonna do that ! What's > > > > > the > > > > > easiest way to do this ? > > > > > To accept the download, then delete the sell,sell,sell,transfer > > > > > download > > > > > info and just change my account numbers ? > > > > > > > Keep extra backups in case you want to undo something. > > > > > > > If you have yet to accept the sold,sold,sold,sold,sold .... > > > > TRANSFERRED transactions, delete the statement. > > > > > Cal, > > > > > I DOWNLOADED the info, but not 'accepted' each yet. I open the > > > statement - > > > saw them and chose 'Postpone', so when I open next time - still shows > > > new > > > info to be accepted. I didn't know how to "delete the statement " or > > > than > > > to accept then delete each of the 20 transactions. Can I 'undo the > > > download' so they don't show as outstanding ? > > > You could delete the statement by right-clicking TransactionsToRead > > from the AccountList, but I would not recommend that. You will just > > re-download those later. Instead you want them Void for now. The > > easiest way is to process the transactions. You are presented with > > three buttons during processing. There is Postpone, there is the one > > you press to accept the transaction, and there is the one you want > > to press in this unusual situation. The name on that button differs > > with the version. In recent versions, it is "No". > > > Alternatively you could accept and then Void the transactions in the > > register(s). Having the voided transactions will inhibit them from > > being re-downloaded. > > > > > > > > > If too late for > > > > that, restore the backup from just before you got that statement. > > > > > > > Disable the account for online access. Change the account numbers. > > > > Set up the account for online access using the new credentials. > > > > > > > When you download first from the new account, expect to download > > > > Buy/AddShares for each position. Instead select No/Void. If you make > > > > a mistake, go back and Void the unwanted transaction. > > > > > > > Then go thru the register and make any corrections. > > > > > > > You could go back thru the registers in a few months and delete the > > > > Void transactions. > > > > > OK, so conceptually I'll download everything - new and old then just > > > delete 'those transactions' leaving me all the old info and new account > > > numbers. > > > > > Thanks once again. > > > Bobb |
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#4
08-04-2007, 01:46 PM
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| Re: Account numbers change - easiest way to handle ? Cal, Bump in the road here ... In M2004 I went in turned off online services, connected to Fidelity with my new account info and it download the account names ( old and new) I went thru choosing SKIP for the old ones and assigning my old names to the new ones. Looks good. BUT problem downloading. At first it showe ' no internet connection' ( broadband) so I went into IE settings and clicked "autodetect LAN settings". I closed/reopened the file - it then did try - and failed with "please contact the company message ...."" error returned from Fidelity. back to this in a minute.... In M2006 I did nothing but connect/download to get my 'old' statements ( I haven't messed with it at all up to this point) and it downloaded my new / old accounts too - shows 3 new accounts , SO.... Might it be that since 3 years is up for Fidelity's support ,M2004 online services WON'T now work ( in which case I'll go back to my backup). I'll reboot, and try a bit later also. Will update if it then works. Thanks, Bobb "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message news:vti4b31squhlnqodojflvnllta2o9evq5o[at]4ax.com... - quote - > In microsoft.public.money, - Bobb - wrote: > > > "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message > > news:htq3b3t0g7k11rfque5os7gtmiu779mlha[at]4ax.com... > > > In microsoft.public.money, - Bobb - wrote: > > > > > > My financial mail stolen from mailbox - found in woods. I contacted > > > > broker/bank etc and now have new account numbers. > > > > I just connected to Fidelity to download statement.Money still has my > > > > old > > > > account info so - > > > > Money statement shows sold,sold,sold,sold,sold .... TRANSFERRED .... > > > > I called Fidelity to see how to handle it - they said to create new > > > > account ........ losing my history. No I'm not gonna do that ! What's > > > > the > > > > easiest way to do this ? > > > > To accept the download, then delete the sell,sell,sell,transfer > > > > download > > > > info and just change my account numbers ? > > > > > Keep extra backups in case you want to undo something. > > > > > If you have yet to accept the sold,sold,sold,sold,sold .... > > > TRANSFERRED transactions, delete the statement. > > > Cal, > > > I DOWNLOADED the info, but not 'accepted' each yet. I open the > > statement - > > saw them and chose 'Postpone', so when I open next time - still shows > > new > > info to be accepted. I didn't know how to "delete the statement " or > > than > > to accept then delete each of the 20 transactions. Can I 'undo the > > download' so they don't show as outstanding ? > You could delete the statement by right-clicking TransactionsToRead > from the AccountList, but I would not recommend that. You will just > re-download those later. Instead you want them Void for now. The > easiest way is to process the transactions. You are presented with > three buttons during processing. There is Postpone, there is the one > you press to accept the transaction, and there is the one you want > to press in this unusual situation. The name on that button differs > with the version. In recent versions, it is "No". > Alternatively you could accept and then Void the transactions in the > register(s). Having the voided transactions will inhibit them from > being re-downloaded. > > > > If too late for > > > that, restore the backup from just before you got that statement. > > > > > Disable the account for online access. Change the account numbers. > > > Set up the account for online access using the new credentials. > > > > > When you download first from the new account, expect to download > > > Buy/AddShares for each position. Instead select No/Void. If you make > > > a mistake, go back and Void the unwanted transaction. > > > > > Then go thru the register and make any corrections. > > > > > You could go back thru the registers in a few months and delete the > > > Void transactions. > > > OK, so conceptually I'll download everything - new and old then just > > delete 'those transactions' leaving me all the old info and new account > > numbers. > > > Thanks once again. > > Bobb |
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#3
08-03-2007, 12:49 PM
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| Re: Account numbers change - easiest way to handle ? "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message news:vti4b31squhlnqodojflvnllta2o9evq5o[at]4ax.com... - quote - > In microsoft.public.money, - Bobb - wrote: > > > "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message > > news:htq3b3t0g7k11rfque5os7gtmiu779mlha[at]4ax.com... > > > In microsoft.public.money, - Bobb - wrote: > > > > > > My financial mail stolen from mailbox - found in woods. I contacted > > > > broker/bank etc and now have new account numbers. > > > > I just connected to Fidelity to download statement.Money still has my > > > > old > > > > account info so - > > > > Money statement shows sold,sold,sold,sold,sold .... TRANSFERRED .... > > > > I called Fidelity to see how to handle it - they said to create new > > > > account ........ losing my history. No I'm not gonna do that ! What's > > > > the > > > > easiest way to do this ? > > > > To accept the download, then delete the sell,sell,sell,transfer > > > > download > > > > info and just change my account numbers ? > > > > > Keep extra backups in case you want to undo something. > > > > > If you have yet to accept the sold,sold,sold,sold,sold .... > > > TRANSFERRED transactions, delete the statement. > > > Cal, > > > I DOWNLOADED the info, but not 'accepted' each yet. I open the > > statement - > > saw them and chose 'Postpone', so when I open next time - still shows > > new > > info to be accepted. I didn't know how to "delete the statement " or > > than > > to accept then delete each of the 20 transactions. Can I 'undo the > > download' so they don't show as outstanding ? > You could delete the statement by right-clicking TransactionsToRead > from the AccountList, but I would not recommend that. You will just > re-download those later. Instead you want them Void for now. The > easiest way is to process the transactions. You are presented with > three buttons during processing. There is Postpone, there is the one > you press to accept the transaction, and there is the one you want > to press in this unusual situation. The name on that button differs > with the version. In recent versions, it is "No". > Alternatively you could accept and then Void the transactions in the > register(s). Having the voided transactions will inhibit them from > being re-downloaded. Ahah ! Ok, Opened the TransactionsToRead and for my monthly interest/div reinvestments I said OK, and for the Sell/Transfers I chose "VOID TRANSACTION" ( this PC has M2004 on it). Worked Great ! In the register amount column it shows VOID. Perfect. So I can SEE what happened and not have to actually delete each and every one ( a lot of them). Thanks once again Cal. |
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#2
08-02-2007, 09:30 PM
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| Re: Account numbers change - easiest way to handle ? In microsoft.public.money, - Bobb - wrote: - quote - > "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
You could delete the statement by right-clicking TransactionsToRead> news:htq3b3t0g7k11rfque5os7gtmiu779mlha[at]4ax.com... > > In microsoft.public.money, - Bobb - wrote: > > > > My financial mail stolen from mailbox - found in woods. I contacted > > > broker/bank etc and now have new account numbers. > > > I just connected to Fidelity to download statement.Money still has my > > > old > > > account info so - > > > Money statement shows sold,sold,sold,sold,sold .... TRANSFERRED .... > > > I called Fidelity to see how to handle it - they said to create new > > > account ........ losing my history. No I'm not gonna do that ! What's > > > the > > > easiest way to do this ? > > > To accept the download, then delete the sell,sell,sell,transfer > > > download > > > info and just change my account numbers ? > > > Keep extra backups in case you want to undo something. > > > If you have yet to accept the sold,sold,sold,sold,sold .... > > TRANSFERRED transactions, delete the statement. > Cal, > I DOWNLOADED the info, but not 'accepted' each yet. I open the statement - > saw them and chose 'Postpone', so when I open next time - still shows new > info to be accepted. I didn't know how to "delete the statement " or than > to accept then delete each of the 20 transactions. Can I 'undo the > download' so they don't show as outstanding ? from the AccountList, but I would not recommend that. You will just re-download those later. Instead you want them Void for now. The easiest way is to process the transactions. You are presented with three buttons during processing. There is Postpone, there is the one you press to accept the transaction, and there is the one you want to press in this unusual situation. The name on that button differs with the version. In recent versions, it is "No". Alternatively you could accept and then Void the transactions in the register(s). Having the voided transactions will inhibit them from being re-downloaded. - quote - > > If too late for > > that, restore the backup from just before you got that statement. > > > Disable the account for online access. Change the account numbers. > > Set up the account for online access using the new credentials. > > > When you download first from the new account, expect to download > > Buy/AddShares for each position. Instead select No/Void. If you make > > a mistake, go back and Void the unwanted transaction. > > > Then go thru the register and make any corrections. > > > You could go back thru the registers in a few months and delete the > > Void transactions. > OK, so conceptually I'll download everything - new and old then just > delete 'those transactions' leaving me all the old info and new account > numbers. > Thanks once again. > Bobb |
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#1
08-02-2007, 09:06 PM
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| Re: Account numbers change - easiest way to handle ? "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message news:htq3b3t0g7k11rfque5os7gtmiu779mlha[at]4ax.com... - quote - > In microsoft.public.money, - Bobb - wrote:
Cal,> > My financial mail stolen from mailbox - found in woods. I contacted > > broker/bank etc and now have new account numbers. > > I just connected to Fidelity to download statement.Money still has my > > old > > account info so - > > Money statement shows sold,sold,sold,sold,sold .... TRANSFERRED .... > > I called Fidelity to see how to handle it - they said to create new > > account ........ losing my history. No I'm not gonna do that ! What's > > the > > easiest way to do this ? > > To accept the download, then delete the sell,sell,sell,transfer > > download > > info and just change my account numbers ? > Keep extra backups in case you want to undo something. > If you have yet to accept the sold,sold,sold,sold,sold .... > TRANSFERRED transactions, delete the statement. I DOWNLOADED the info, but not 'accepted' each yet. I open the statement - saw them and chose 'Postpone', so when I open next time - still shows new info to be accepted. I didn't know how to "delete the statement " or than to accept then delete each of the 20 transactions. Can I 'undo the download' so they don't show as outstanding ? - quote - > If too late for
OK, so conceptually I'll download everything - new and old then just> that, restore the backup from just before you got that statement. > Disable the account for online access. Change the account numbers. > Set up the account for online access using the new credentials. > When you download first from the new account, expect to download > Buy/AddShares for each position. Instead select No/Void. If you make > a mistake, go back and Void the unwanted transaction. > Then go thru the register and make any corrections. > You could go back thru the registers in a few months and delete the > Void transactions. delete 'those transactions' leaving me all the old info and new account numbers. Thanks once again. Bobb |
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08-02-2007, 02:49 PM
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| Re: Account numbers change - easiest way to handle ? In microsoft.public.money, - Bobb - wrote: - quote - > My financial mail stolen from mailbox - found in woods. I contacted
Keep extra backups in case you want to undo something.> broker/bank etc and now have new account numbers. > I just connected to Fidelity to download statement.Money still has my old > account info so - > Money statement shows sold,sold,sold,sold,sold .... TRANSFERRED .... > I called Fidelity to see how to handle it - they said to create new > account ........ losing my history. No I'm not gonna do that ! What's the > easiest way to do this ? > To accept the download, then delete the sell,sell,sell,transfer download > info and just change my account numbers ? If you have yet to accept the sold,sold,sold,sold,sold .... TRANSFERRED transactions, delete the statement. If too late for that, restore the backup from just before you got that statement. Disable the account for online access. Change the account numbers. Set up the account for online access using the new credentials. When you download first from the new account, expect to download Buy/AddShares for each position. Instead select No/Void. If you make a mistake, go back and Void the unwanted transaction. Then go thru the register and make any corrections. You could go back thru the registers in a few months and delete the Void transactions. |
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#-1
08-02-2007, 02:31 PM
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| Account numbers change - easiest way to handle ? My financial mail stolen from mailbox - found in woods. I contacted broker/bank etc and now have new account numbers. I just connected to Fidelity to download statement.Money still has my old account info so - Money statement shows sold,sold,sold,sold,sold .... TRANSFERRED .... I called Fidelity to see how to handle it - they said to create new account ........ losing my history. No I'm not gonna do that ! What's the easiest way to do this ? To accept the download, then delete the sell,sell,sell,transfer download info and just change my account numbers ? Thanks Bobb |
| Tags |
| account, change, easiest, handle, numbers |
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