Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
  #2  
Old 09-22-2007, 07:27 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Money Plus and Chase Business Card

In microsoft.public.money, gz wrote:

- quote -

> On Sep 22, 12:45 pm, Cal Learner-- MVP <via_newsgr...[at]please.tnx> wrote:
> > In microsoft.public.money, gz wrote:
> > > I have a Chase business card account. It allows you to specify
> > > several employee accounts under the master account. Each employee
> > > account has its own account number. For example you can create an
> > > account for John Doe. If John Doe uses one dollar, this one dollar
> > > will be reflected in both John Doe's account and the master account.
> > > > The problem is that both the master account and the employee accounts
> > > are downloaded to Money, causing the debt to be double counted. I try
> > > to delete all the employee accounts or the master account. But Money
> > > told me that if I want to delete one account, I will need to delete
> > > all accounts. I just can't find a way to exclude either the master
> > > account or all employee accounts in total balance calculation.
> > > > Can anyone help?
> > > Instead of deleting, try closing the account. From the Account List,

> > right-click the account and choose AccountIsClosed. Expect future
> > downloads to not put transactions into that account.

> Yeah, but the existing transactions are still there and added to the
> total balance.


You can Delete or Void the existing transactions.
  #1  
Old 09-22-2007, 06:53 PM
gz
Guest
 
Posts: n/a
Default Re: Money Plus and Chase Business Card

On Sep 22, 12:45 pm, Cal Learner-- MVP <via_newsgr...[at]please.tnxwrote:
- quote -

> In microsoft.public.money, gz wrote:
> > I have a Chase business card account. It allows you to specify
> > several employee accounts under the master account. Each employee
> > account has its own account number. For example you can create an
> > account for John Doe. If John Doe uses one dollar, this one dollar
> > will be reflected in both John Doe's account and the master account.
> > The problem is that both the master account and the employee accounts
> > are downloaded to Money, causing the debt to be double counted. I try
> > to delete all the employee accounts or the master account. But Money
> > told me that if I want to delete one account, I will need to delete
> > all accounts. I just can't find a way to exclude either the master
> > account or all employee accounts in total balance calculation.
> > Can anyone help?

> Instead of deleting, try closing the account. From the Account List,
> right-click the account and choose AccountIsClosed. Expect future
> downloads to not put transactions into that account.


Yeah, but the existing transactions are still there and added to the
total balance.

 
Old 09-22-2007, 05:45 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Money Plus and Chase Business Card

In microsoft.public.money, gz wrote:

- quote -

> I have a Chase business card account. It allows you to specify
> several employee accounts under the master account. Each employee
> account has its own account number. For example you can create an
> account for John Doe. If John Doe uses one dollar, this one dollar
> will be reflected in both John Doe's account and the master account.
> The problem is that both the master account and the employee accounts
> are downloaded to Money, causing the debt to be double counted. I try
> to delete all the employee accounts or the master account. But Money
> told me that if I want to delete one account, I will need to delete
> all accounts. I just can't find a way to exclude either the master
> account or all employee accounts in total balance calculation.
> Can anyone help?


Instead of deleting, try closing the account. From the Account List,
right-click the account and choose AccountIsClosed. Expect future
downloads to not put transactions into that account.


  #-1  
Old 09-22-2007, 05:33 PM
gz
Guest
 
Posts: n/a
Default Money Plus and Chase Business Card

Hi,

I have a Chase business card account. It allows you to specify
several employee accounts under the master account. Each employee
account has its own account number. For example you can create an
account for John Doe. If John Doe uses one dollar, this one dollar
will be reflected in both John Doe's account and the master account.

The problem is that both the master account and the employee accounts
are downloaded to Money, causing the debt to be double counted. I try
to delete all the employee accounts or the master account. But Money
told me that if I want to delete one account, I will need to delete
all accounts. I just can't find a way to exclude either the master
account or all employee accounts in total balance calculation.

Can anyone help?

Thanks,
Geoffrey

 

Tags
business, card, chase, money
Similar Threads
Thread Forum Replies Last Post
Importing Chase credit card qif into MS Money 2007?
Ed: Hi, Quicken 2007 won't let me use qif files to add transactions to an existing credit card account in quicken. I may switch to MS Money 2007,...
Microsoft Money 1 01-15-2007 10:49 PM
Microsoft Money 2004 Chase Credit Card
rjb: I have 2004 Microsoft Money. However, since JPMorgan Chase split off into Chase, I am unable to choose Chase as a bank. The people at Chase said...
Microsoft Money 1 09-19-2006 04:39 AM
Chase Credit Card - Good Deal?
Neighbor: Hi, All, I am looking to buy a home and running really low on cash. I got a Chase Credit Card with credit line of $10,000 approved. It claims 0%...
Microsoft Money 47 10-24-2005 04:36 AM
Chase Credit Card Downloads: Finance Charges With Erroneous Date
Jim: FYI: When I download Chase credit card transaction histories into Money 2004 all of the dates for Finance Charges appear as 11/30/99. On Chase's...
Microsoft Money 1 10-09-2004 01:24 AM



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 12:52 AM.