In microsoft.public.money, johnbusc[at]hotmail.com wrote:

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That handles the actually closed case. Sometimes here are a couple
of related cases where the account is not actually closed, but the
download to that particular Money file is unwanted:

1. A joint account is often set up by the FI to download to both
holders when they access their accounts. Often only one of
participants wants to track that joint account in their Money file.

2. In "householding" some brokers allow people with the same address
to combine accounts for purposes of meeting minimums or getting
better commission rates. That same kind of thing can happen in that
case.

Having Money Plus not try to download into accounts marked Closed
within Money helps those situations.

On Dec 24, 12:10*pm, "The Merg" <howard_merg...[at]NOSPAM.themerg.netwrote:

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It is not that uncommon for accounts that one closes at a bank to stay
"active" in their servers for some period of time.

The best way to handle this is to leave it "open" within Money for the
time being. At some point in the future, the account will disappear
from the bank's server and you'll start getting an error message after
updating that the account can't be found. At that time, you should
stop and re-start online services with that bank in Money. The
"closed" account will then no longer be associated with your "online"
accounts at that bank. Then it is safe to close the account within
Money.

Regards,
JB

If you look at Account List (set to show closed accounts), Money often
reports "download failed". So it "kind of" tries to download.
Back to the previous issue in the thread: as long as Citibank shows that
account, Money will see it. Only solution is to ask Citibank to delete the
account from their website. Good luck with that.....

--
Michael Gordon


"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:3euvm31v078a1r1e15t6877832uj3fhi60[at]4ax.com...
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In microsoft.public.money, The Merg wrote:

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Money Plus does not try to download from accounts marked Closed. I
forget when that behavior started... maybe Money 2007.

Okay thanks. I managed to delete the extra account right before I saw your
post as I had disabled on-line services for that account. Along the same
lines, I noticed for my Citibank services, there is a closed account that it
tries to download transactions for. The closed account has no transactions
in it though (it was an account number I had to close due to a fraudulent
charge). Is there anyway to just delete that one account without it
affecting the other Citibank accounts I have in Money.

Thanks again,
Merg

--
Today's problems don't worry me,
I haven't solved yesterday's yet.


"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
newsdlvm35de1jt2294oq0g1oedm8661g110a[at]4ax.com...
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In microsoft.public.money, The Merg wrote:

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Merge merges an online account with a non-online account.

After discontinuing online services for Oppenheimer, you should be
able to delete whichever such account you want.

I have no problem with going back to manually entering the transactions.
Oppenheimer doesn't really provide any useful information with the downloads
anyways (it just performs an "add shares" as opposed to buying shares,
reinvesting dividends, etc.). However, when I try to delete the second
Oppenheimer account, it wants to delete the primary account as well. I've
combined the Investment 2 Dupe with the original Investment 2 in the
original Oppenheimer account (gosh that's getting confusing) and then tried
to delete the Oppenheimer 2 account with no success.

- Merg

--
Today's problems don't worry me,
I haven't solved yesterday's yet.


"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:e6jvm39qgfnk5ldvq70be0d08c6m2agip9[at]4ax.com...
- quote -

In microsoft.public.money, The Merg wrote:

- quote -

If they consider each investment as an account, and if you want to
download transactions for those investments, then you will be better
off going along with that. Otherwise plan to enter the transactions
by hand.

- quote -

AccountList-> ManageOnlineService and click the account. Then
StopUsingOnlineServices.

I'm having two issues with Money 2007 Deluxe that are somewhat related. I
have two investment funds at Oppenheimer and set up the on-line services for
there. I had an account created in Money ("Oppenheimer") with the two
investments ("Investment 1" and "Investment 2") added to that account. When
I set up the on-line services, since Oppenheimer gives a unique account
number for each investment, it created a second account in Money
("Oppenheimer 2") and recreated "Investment 2" in the new account. Since,
the ticker symbol was already assigned to "Investment 2", it prompted me to
remove it from there and add it to "Investment 2 Duplicate", so I said yes.

I then tried to move the investment back to the original account and it
seemed to work. However, when I went to delete the Oppeheimer 2 account, I
get a dialog asking me if I want to close the account or delete it. The
issue here is that it asks if I want to delete ALL of my Oppenheimer
accounts and not just this one. Since this is for all purposes a dead
account, I'd like to delete it instead of just closing it.

I even looked at trying to merge these two accounts, but Money won't even
give either one of them as a choice.

Any ideas would be appreciated.

On a side note, how do you remove the on-line information for an account
once you set it up? A few accounts that I set up for on-line updates don't
download the information the way I want it, so I'd rather make it just a
"manual" account again.

Thanks,
Merg

--
Today's problems don't worry me,
I haven't solved yesterday's yet.