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  #5  
Old 08-26-2007, 11:35 PM
John Barnes
Guest
  
Posts: n/a
Default Re: Merge accounts
Tried again this weekend. Worked well. Thanks for your help.

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:uiohc31b41ui7c88oeuhsjt0vojnhg6ovl[at]4ax.com...
- quote -

> In microsoft.public.money, John Barnes wrote:
> > Also, since online is determined at the bank level, not the account level,
> > how do I have an account that is not set up for online access when if I
> > set
> > up for online processing all 3 accounts and 4 when the new account is
> > created become 'online access' and no longer eligible for merging.
> When you disable online access and set it up again, I expect you
> will have 6 accounts from the original 3 before you merge.
> Remember you have that extra copy/backup so you can undo the changes
> if you don't like the results.
> > > "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
> > news:icfhc3df5d04vau1rlguhs9nr5q11ctur0[at]4ax.com...
> > > In microsoft.public.money, John Barnes wrote:
> > > > > > I had my account number stolen, and the bank assigned a new account
> > > > number
> > > > and transferred all activity, so the account, online, looks identical,
> > > > with
> > > > all activity from both accounts shown in the new account. In Money, I
> > > > changed the account number to the new account number hoping that it
> > > > would
> > > > check the new account number and see the activity from both accounts and
> > > > handle it cleanly, like online.
> > > > No such luck. Money has set up a new account with the activity post new
> > > > account and has the balance forward as the amount at time of account
> > > > number
> > > > change. Online and Money now don't match. I tried to merge the
> > > > accounts
> > > > in
> > > > Money, but it says there are no accounts to merge, even though now I
> > > > have
> > > > 2
> > > > accounts with the same account numbers.
> > > > How can I merge these accounts, or do I forever have to live with 2
> > > > accounts
> > > > for the same account because of some Money anomaly?
> > > > > Make an extra copy/backup of your file in case you want to undo
> > > something.
> > > > > I would disable those accounts for online access. Then delete the
> > > new account. On the old account, change the account number to that
> > > of the new account. Then set up for online access. Expect a new
> > > account to be created, and merge that.
> > > > > Merge is between an account not set up for online access with an
> > > account that is set up for online access.
  #4  
Old 08-22-2007, 06:22 PM
John Barnes
Guest
  
Posts: n/a
Default Re: Merge accounts
Wouldn't let me merge any accounts. Looks like this POC will only let me
copy and delete some 1500 entries from one account to the other. I deleted
the other duplicate accounts and didn't need the backup copy.

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:uiohc31b41ui7c88oeuhsjt0vojnhg6ovl[at]4ax.com...
- quote -

> In microsoft.public.money, John Barnes wrote:
> > Also, since online is determined at the bank level, not the account level,
> > how do I have an account that is not set up for online access when if I
> > set
> > up for online processing all 3 accounts and 4 when the new account is
> > created become 'online access' and no longer eligible for merging.
> When you disable online access and set it up again, I expect you
> will have 6 accounts from the original 3 before you merge.
> Remember you have that extra copy/backup so you can undo the changes
> if you don't like the results.
> > > "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
> > news:icfhc3df5d04vau1rlguhs9nr5q11ctur0[at]4ax.com...
> > > In microsoft.public.money, John Barnes wrote:
> > > > > > I had my account number stolen, and the bank assigned a new account
> > > > number
> > > > and transferred all activity, so the account, online, looks identical,
> > > > with
> > > > all activity from both accounts shown in the new account. In Money, I
> > > > changed the account number to the new account number hoping that it
> > > > would
> > > > check the new account number and see the activity from both accounts and
> > > > handle it cleanly, like online.
> > > > No such luck. Money has set up a new account with the activity post new
> > > > account and has the balance forward as the amount at time of account
> > > > number
> > > > change. Online and Money now don't match. I tried to merge the
> > > > accounts
> > > > in
> > > > Money, but it says there are no accounts to merge, even though now I
> > > > have
> > > > 2
> > > > accounts with the same account numbers.
> > > > How can I merge these accounts, or do I forever have to live with 2
> > > > accounts
> > > > for the same account because of some Money anomaly?
> > > > > Make an extra copy/backup of your file in case you want to undo
> > > something.
> > > > > I would disable those accounts for online access. Then delete the
> > > new account. On the old account, change the account number to that
> > > of the new account. Then set up for online access. Expect a new
> > > account to be created, and merge that.
> > > > > Merge is between an account not set up for online access with an
> > > account that is set up for online access.
  #3  
Old 08-20-2007, 12:40 AM
Cal Learner-- MVP
Guest
  
Posts: n/a
Default Re: Merge accounts
In microsoft.public.money, John Barnes wrote:

- quote -

> Also, since online is determined at the bank level, not the account level,
> how do I have an account that is not set up for online access when if I set
> up for online processing all 3 accounts and 4 when the new account is
> created become 'online access' and no longer eligible for merging.

When you disable online access and set it up again, I expect you
will have 6 accounts from the original 3 before you merge.

Remember you have that extra copy/backup so you can undo the changes
if you don't like the results.


- quote -

> "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
> news:icfhc3df5d04vau1rlguhs9nr5q11ctur0[at]4ax.com...
> > In microsoft.public.money, John Barnes wrote:
> > > > I had my account number stolen, and the bank assigned a new account number
> > > and transferred all activity, so the account, online, looks identical,
> > > with
> > > all activity from both accounts shown in the new account. In Money, I
> > > changed the account number to the new account number hoping that it would
> > > check the new account number and see the activity from both accounts and
> > > handle it cleanly, like online.
> > > No such luck. Money has set up a new account with the activity post new
> > > account and has the balance forward as the amount at time of account
> > > number
> > > change. Online and Money now don't match. I tried to merge the accounts
> > > in
> > > Money, but it says there are no accounts to merge, even though now I have
> > > 2
> > > accounts with the same account numbers.
> > > How can I merge these accounts, or do I forever have to live with 2
> > > accounts
> > > for the same account because of some Money anomaly?
> > > Make an extra copy/backup of your file in case you want to undo
> > something.
> > > I would disable those accounts for online access. Then delete the
> > new account. On the old account, change the account number to that
> > of the new account. Then set up for online access. Expect a new
> > account to be created, and merge that.
> > > Merge is between an account not set up for online access with an
> > account that is set up for online access.
  #2  
Old 08-19-2007, 11:29 PM
John Barnes
Guest
  
Posts: n/a
Default Re: Merge accounts
Also, since online is determined at the bank level, not the account level,
how do I have an account that is not set up for online access when if I set
up for online processing all 3 accounts and 4 when the new account is
created become 'online access' and no longer eligible for merging.

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:icfhc3df5d04vau1rlguhs9nr5q11ctur0[at]4ax.com...
- quote -

> In microsoft.public.money, John Barnes wrote:
> > I had my account number stolen, and the bank assigned a new account number
> > and transferred all activity, so the account, online, looks identical,
> > with
> > all activity from both accounts shown in the new account. In Money, I
> > changed the account number to the new account number hoping that it would
> > check the new account number and see the activity from both accounts and
> > handle it cleanly, like online.
> > No such luck. Money has set up a new account with the activity post new
> > account and has the balance forward as the amount at time of account
> > number
> > change. Online and Money now don't match. I tried to merge the accounts
> > in
> > Money, but it says there are no accounts to merge, even though now I have
> > 2
> > accounts with the same account numbers.
> > How can I merge these accounts, or do I forever have to live with 2
> > accounts
> > for the same account because of some Money anomaly?
> Make an extra copy/backup of your file in case you want to undo
> something.
> I would disable those accounts for online access. Then delete the
> new account. On the old account, change the account number to that
> of the new account. Then set up for online access. Expect a new
> account to be created, and merge that.
> Merge is between an account not set up for online access with an
> account that is set up for online access.
  #1  
Old 08-19-2007, 10:39 PM
John Barnes
Guest
  
Posts: n/a
Default Re: Merge accounts
The new Money record that was set up from the update procedure (the one with
only the post new account activity) was set up with the account number
xxxxxxxxxxxx9999 instead of the account numbers I have set up in Money for
the other 2 accounts with this bank 9999999999999999. When I change the
account number for the account with the account history I want, which format
should I use.

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:icfhc3df5d04vau1rlguhs9nr5q11ctur0[at]4ax.com...
- quote -

> In microsoft.public.money, John Barnes wrote:
> > I had my account number stolen, and the bank assigned a new account number
> > and transferred all activity, so the account, online, looks identical,
> > with
> > all activity from both accounts shown in the new account. In Money, I
> > changed the account number to the new account number hoping that it would
> > check the new account number and see the activity from both accounts and
> > handle it cleanly, like online.
> > No such luck. Money has set up a new account with the activity post new
> > account and has the balance forward as the amount at time of account
> > number
> > change. Online and Money now don't match. I tried to merge the accounts
> > in
> > Money, but it says there are no accounts to merge, even though now I have
> > 2
> > accounts with the same account numbers.
> > How can I merge these accounts, or do I forever have to live with 2
> > accounts
> > for the same account because of some Money anomaly?
> Make an extra copy/backup of your file in case you want to undo
> something.
> I would disable those accounts for online access. Then delete the
> new account. On the old account, change the account number to that
> of the new account. Then set up for online access. Expect a new
> account to be created, and merge that.
> Merge is between an account not set up for online access with an
> account that is set up for online access.
 
Old 08-19-2007, 10:03 PM
Cal Learner-- MVP
Guest
  
Posts: n/a
Default Re: Merge accounts
In microsoft.public.money, John Barnes wrote:

- quote -

> I had my account number stolen, and the bank assigned a new account number
> and transferred all activity, so the account, online, looks identical, with
> all activity from both accounts shown in the new account. In Money, I
> changed the account number to the new account number hoping that it would
> check the new account number and see the activity from both accounts and
> handle it cleanly, like online.
> No such luck. Money has set up a new account with the activity post new
> account and has the balance forward as the amount at time of account number
> change. Online and Money now don't match. I tried to merge the accounts in
> Money, but it says there are no accounts to merge, even though now I have 2
> accounts with the same account numbers.
> How can I merge these accounts, or do I forever have to live with 2 accounts
> for the same account because of some Money anomaly?

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

I would disable those accounts for online access. Then delete the
new account. On the old account, change the account number to that
of the new account. Then set up for online access. Expect a new
account to be created, and merge that.

Merge is between an account not set up for online access with an
account that is set up for online access.
  #-1  
Old 08-19-2007, 03:42 PM
John Barnes
Guest
  
Posts: n/a
Default Merge accounts
I had my account number stolen, and the bank assigned a new account number
and transferred all activity, so the account, online, looks identical, with
all activity from both accounts shown in the new account. In Money, I
changed the account number to the new account number hoping that it would
check the new account number and see the activity from both accounts and
handle it cleanly, like online.
No such luck. Money has set up a new account with the activity post new
account and has the balance forward as the amount at time of account number
change. Online and Money now don't match. I tried to merge the accounts in
Money, but it says there are no accounts to merge, even though now I have 2
accounts with the same account numbers.
How can I merge these accounts, or do I forever have to live with 2 accounts
for the same account because of some Money anomaly?
 

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