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#2
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| Thanks to you both. I did "exactly" what Cal suggested and I am finding Money STILL downloading the statements for the "closed" Duplicate account. what am i missing? |
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#1
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| I agree completely with Cal's solution. I did this with Money 2006 when I had a similar situation with Fidelity. It has continued to work with each subsequent versions. I named the second account as Fidelity Stock Bogus Duplicate account. As Cal said. Once you let money create it you need to close it so that it does not download or appear in your reports. "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message news:r7gk94hlan1afklgm4012n81r80satri91[at]4ax.com... - quote - > In microsoft.public.money, sri wrote: > > My wife and I have two seperate retirmement accounts and a joint brokerage > > (with different login IDs) at fidelity. So, whenever we log into fidelity > > website using either one's login Id, we see our own retirement account + > > the > > joint brokerage account in the portfolio. > > > So, I went in first and using my own fidelity login Id downloaded the > > statements to setup my new money accounts in Money 2006. And it worked as > > expected and pulled in my retirement + our joint brokerage account and > > created corresponding two new investment accounts in money. > > > Now, I went back and tried to create new Fidelity investments account > > using > > my wife's userId. This time, again, it pulled down two accounts (my wife's > > retirement and the common brokerage account). > > > Problem is, money wants to create a brand new account for the same joint > > brokerage account that I already have setup against my user Id. Moeny 2006 > > is > > not allowing me to: > > > a) map the second time newly downloaded joint account with the > > correponding > > existing money account (since it is already setup against a different > > online > > update user id). > > > b) doesn't let me manually delete the redaundant additonal money account > > created the second time. If I try to delete it, then it also wants to > > delete my wife's retirement account as well which I don't want to. > > > I think someone must have come across this issue before and wondering how > > to > > handle it? > > With Money Plus (not sure about Money 2006, you would let it create > the duplicate account. Then from the account list, right -click > where it says you have transactions to read for that account, and > delete the statement. Then *Close* the duplicated account. Money > Plus should not try to download statements into that closed account. > Be prepared to restore a backup, to undo, if this does not work well > for you. |
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| In microsoft.public.money, sri wrote: - quote - > My wife and I have two seperate retirmement accounts and a joint brokerage
With Money Plus (not sure about Money 2006, you would let it create> (with different login IDs) at fidelity. So, whenever we log into fidelity > website using either one's login Id, we see our own retirement account + the > joint brokerage account in the portfolio. > So, I went in first and using my own fidelity login Id downloaded the > statements to setup my new money accounts in Money 2006. And it worked as > expected and pulled in my retirement + our joint brokerage account and > created corresponding two new investment accounts in money. > Now, I went back and tried to create new Fidelity investments account using > my wife's userId. This time, again, it pulled down two accounts (my wife's > retirement and the common brokerage account). > Problem is, money wants to create a brand new account for the same joint > brokerage account that I already have setup against my user Id. Moeny 2006 is > not allowing me to: > a) map the second time newly downloaded joint account with the correponding > existing money account (since it is already setup against a different online > update user id). > b) doesn't let me manually delete the redaundant additonal money account > created the second time. If I try to delete it, then it also wants to > delete my wife's retirement account as well which I don't want to. > I think someone must have come across this issue before and wondering how to > handle it? the duplicate account. Then from the account list, right -click where it says you have transactions to read for that account, and delete the statement. Then *Close* the duplicated account. Money Plus should not try to download statements into that closed account. Be prepared to restore a backup, to undo, if this does not work well for you. |
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#-1
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| My wife and I have two seperate retirmement accounts and a joint brokerage (with different login IDs) at fidelity. So, whenever we log into fidelity website using either one's login Id, we see our own retirement account + the joint brokerage account in the portfolio. So, I went in first and using my own fidelity login Id downloaded the statements to setup my new money accounts in Money 2006. And it worked as expected and pulled in my retirement + our joint brokerage account and created corresponding two new investment accounts in money. Now, I went back and tried to create new Fidelity investments account using my wife's userId. This time, again, it pulled down two accounts (my wife's retirement and the common brokerage account). Problem is, money wants to create a brand new account for the same joint brokerage account that I already have setup against my user Id. Moeny 2006 is not allowing me to: a) map the second time newly downloaded joint account with the correponding existing money account (since it is already setup against a different online update user id). b) doesn't let me manually delete the redaundant additonal money account created the second time. If I try to delete it, then it also wants to delete my wife's retirement account as well which I don't want to. I think someone must have come across this issue before and wondering how to handle it? thanks sri |
| Tags |
| accounts, ids, issue, joint, user |
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