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Old 05-08-2008, 12:41 AM
Cal Learner-- MVP
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Posts: n/a
Default Re: "un" Merge accounts

In microsoft.public.money, L on my forehead for this one wrote:

- quote -

> ..and the "L" gets bigger.
> I do not "unfortunately" have a backup copy of the file (as Homer Simpson
> says, "DOH!!)


There are worse ways to come to the epiphany that you need a better
backup methodology.

- quote -

> Any other thoughts on how I could "un-Merge" these accounts?

This would be in two parts: delete or void the data from the wrong
account, and getting the data to go to the right account when you
next try to import.

For the delete or void the data from the wrong account part, sort
the register by order of entry. That should put the transactions
that were imported at the same time together. Then right-click to
Void or Delete, or use the Delete key.

Then make a backup/copy of your file at that point.


For the other part, if OFX Web statements are being placed in the
wrong account, blank the Financial Institution (FI) for the *wrong*
account in account settings. Do that in the Account
Settings/Details, which you can reach by right-clicking the account
name on the Account List. Don't just change the FI. Blank it.

On the Account List, if there are transactions to read for the
wrong account, right-click TransactionsToRead, and then click
Delete Statement.

Import the OFX file. Money should ask which account to use. Tell
Money the statement should go onto the right account.

Put the FI for the *wrong* account back.


If that does not fix it, see method 2 of
http://support.microsoft.com/kb/910214/en-us where you temporarily
change the currency of the wrong account.

- quote -

> Thanks for your assistance.
> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, "L" on my forehead for this one <"L" on
> > my forehead for this one[at]discussions.microsoft.com> wrote:
> > > > I wanted to get my accounts online for a credit card and noticed that Money
> > > setup a account for the download. I went to merge the existing account with
> > > the online account and accidentally selected the wrong Credit Card account
> > > (correct online account). How do I:
> > > - delesect "merge" for these two accounts
> > > and
> > > - unmerge the information so that they are back to the way they were before
> > > I selected merge?
> > > File-> Restore a suitable backup.

>
  #1  
Old 05-07-2008, 11:42 PM
L on my forehead for this one
Guest
 
Posts: n/a
Default Re: "un" Merge accounts

...and the "L" gets bigger.

I do not "unfortunately" have a backup copy of the file (as Homer Simpson
says, "DOH!!)

Any other thoughts on how I could "un-Merge" these accounts?

Thanks for your assistance.

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, "L" on my forehead for this one <"L" on
> my forehead for this one[at]discussions.microsoft.com> wrote:
> > I wanted to get my accounts online for a credit card and noticed that Money
> > setup a account for the download. I went to merge the existing account with
> > the online account and accidentally selected the wrong Credit Card account
> > (correct online account). How do I:
> > - delesect "merge" for these two accounts
> > and
> > - unmerge the information so that they are back to the way they were before
> > I selected merge?

> File-> Restore a suitable backup.

 
Old 05-02-2008, 09:47 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: "un" Merge accounts

In microsoft.public.money, "L" on my forehead for this one <"L" on
my forehead for this one[at]discussions.microsoft.com> wrote:

- quote -

> I wanted to get my accounts online for a credit card and noticed that Money
> setup a account for the download. I went to merge the existing account with
> the online account and accidentally selected the wrong Credit Card account
> (correct online account). How do I:
> - delesect "merge" for these two accounts
> and
> - unmerge the information so that they are back to the way they were before
> I selected merge?


File-> Restore a suitable backup.
  #-1  
Old 05-02-2008, 09:41 PM
L on my forehead for this one
Guest
 
Posts: n/a
Default "un" Merge accounts

I wanted to get my accounts online for a credit card and noticed that Money
setup a account for the download. I went to merge the existing account with
the online account and accidentally selected the wrong Credit Card account
(correct online account). How do I:
- delesect "merge" for these two accounts
and
- unmerge the information so that they are back to the way they were before
I selected merge?
 

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accounts, merge
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