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Old 10-28-2007, 02:37 AM
Sandra
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Default RE: IRA account download does not connect to retirement account

Update--I tried turning off online updates for my bank; deleted the duplicate
account entries; and restarted Money. I then turned online updates back on
and updated my account--the duplicates re-appeared.

Is a possible solution one where online updates are turned off, and then to
manually download from the bank to Money?

Thanks for any help/advice!
--
Sandra


"Sandra" wrote:

- quote -

> My bank has added my IRA investments to the main account page; therefore,
> when I update my checking account the 5 ira investments are downloaded as 5
> new accounts. My IRA at this bank has been set up in money as a retirement
> account for years with no problems, but now my money file is showing the
> investments double. I am unable to merge the accounts, and when I tried to
> delete the duplicates, I received a warning that all accounts with the bank
> would be deleted.
> I am using Money 2007, and the bank is SunTrust, if that helps.
> --
> Sandra

  #-1  
Old 10-28-2007, 01:45 AM
Sandra
Guest
 
Posts: n/a
Default IRA account download does not connect to retirement account

My bank has added my IRA investments to the main account page; therefore,
when I update my checking account the 5 ira investments are downloaded as 5
new accounts. My IRA at this bank has been set up in money as a retirement
account for years with no problems, but now my money file is showing the
investments double. I am unable to merge the accounts, and when I tried to
delete the duplicates, I received a warning that all accounts with the bank
would be deleted.

I am using Money 2007, and the bank is SunTrust, if that helps.
--
Sandra
 

Tags
account, connect, download, ira, retirement
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