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Old 10-28-2007, 04:33 PM
Cal Learner-- MVP
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Default Re: Accessing Fidelity mySmart Cash Bank Accounts

In microsoft.public.money, Igzabether wrote:

- quote -

> I recently opened a new Fidelity MySmart Cash checking account, but when I
> set Money 2006 up to download transactions, it gets added in the Investments
> category. I would like to find a way, however, for it to be listed
> separately, as a checking account under Bank Accounts, separate from my
> investment account with Fidelity.
> Is there a way to do this?


Entering things by hand instead of download lets you have everything
organized as you desire. When downloading, the institution sets it
up a particular way. If you have two brokers, they each might use a
different way. Going along with that is the easier way.

Now if you just trying to separate some accounts from others on the
Account List, you could make one group Favorite accounts. Then
select SortAccountListBy:FavoritesFirst. So if that would do it for
you, then yes. Otherwise, no.
  #-1  
Old 10-28-2007, 11:37 AM
Igzabether
Guest
 
Posts: n/a
Default Accessing Fidelity mySmart Cash Bank Accounts

I recently opened a new Fidelity MySmart Cash checking account, but when I
set Money 2006 up to download transactions, it gets added in the Investments
category. I would like to find a way, however, for it to be listed
separately, as a checking account under Bank Accounts, separate from my
investment account with Fidelity.

Is there a way to do this?
 

Tags
accessing, accounts, bank, cash, fidelity, mysmart
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