In microsoft.public.money, Alan M. wrote:

- quote -

That "third party" in the description indicates that Money passes
thru a third party to MSN Money, and then on to Microsoft Money.
This may be informative to somebody who can explain why you are
getting transactions downloaded into your accounts in Money Plus
that are marked as closed, and, I would like to hope, how that can
be corrected.

"Cal Learner-- MVP" wrote:

- quote -

I'm using Washington Mutual but I couldn't discern anything from the
description.

In microsoft.public.money, Alan M. wrote:

- quote -

That's weird. In http://www.microsoft.com/money/bankonline.aspx is
your bank described with the term "third party"? If so, I wonder how
that might affect things.

I stand corrected. When I update, the closed accounts still get updated and
the transactions get repopulated.

Short of constantly deleting the transactions, any suggestions?

-Al

"Cal Learner-- MVP" wrote:

- quote -

Success! I wrote a macro to delete all of the transactions from the unwanted
accounts, and then closed the accounts in Money. After updating those
accounts are no longer being hit and my Monthly reports are now functioning
correctly.

Thank you all for your help!

-Alan

In microsoft.public.money, Alan M. wrote:

- quote -

As suggested, delete the transactions for those family accounts in
Money, and then Close those accounts in your Money file. The other
family members could do the corresponding thing in their Money
files.. That will not delete the transactions at the bank.

The easy way would have been to not accept those unwanted
transactions initially. Instead, right click where it says you have
transactions to read for those accounts, and delete the statements.
Then closing the accounts should prevent further download into those
closed accounts if you are running Money Plus.

"SteveBell" wrote:

- quote -

Well here comes the tricky part. My bank allows me to hide accounts on its
end, which in turn does not allow MS Money to download the unwanted
information. However, my family actively uses the bank's website to check up
on their accounts (better than the alternative) and it would be a real
nuisance to have to hide/re-hide their accounts just so that I can play with
MS Money.

I appreciate everyone's input!

Any more ideas to work around this problem? ...Without turning off updates
and manually typing in transactions?

-Alan

Alan M. wrote:

- quote -

No, nothing will be deleted at the bank.

- quote -

Closed accounts shouldn't update, but you never know. I would disable
online services for those accounts.

- quote -

If you can disable online updates for those accounts, you'll have what
you want.

--
Steve Bell
New Life Home Improvement
Arlington, TX

If I delete all of the transactions in the other accounts will they be
deleted on my bank's online service as well? Also, if I do delete all of the
transactions, will they be restored the next time I initiate an update with
my bank?

I searched for "Advanced Account Setup" but couldn't find any such
option/menu. It is not listed in the Glossary either. I am running MS Money
Plus Deluxe (Version 17.0.120.1415) which i believe is 2008.

Why is Microsoft forcing the user to removal of all sub accounts when trying
to just remove certain ones? And to continue, why do the monthly reports not
adhere to which accounts I've marked Opened and Closed?
--
-Alan M.

"Alan M." <AlanM[at]discussions.microsoft.com> wrote in message
news:5C2DCED6-D1B3-4585-A62C-E836B75D2AC7[at]microsoft.com...
- quote -

This was a liability introduced with Money 2005.

Money 2007 and Plus offer "Advanced Account Setup" as a workaround. Open
"Help" and search for "Advanced Account Setup". You may have to "Stop using
online services" and the "Set up online services" for the affected
institution to see this option. I couldn't find a way to drill in for it
for my established accounts, but I did have that option when I first set up
online services. NOTE: This may not work if you're using a Live ID for
Yodlee screen-scraping of accounts that don't offer true direct access via
an OFX server.

--
Scott Tyler
agent_scotty-at-hotmail-dot-com

Alan M. wrote:

- quote -

OK - You don't care at all what happens with those accounts.

Delete all the transactions in those accounts. There will be nothing
left to report.

--
Steve Bell
New Life Home Improvement
Arlington, TX

Unfortunately, this is a side effect of downloading data. If you can see it
on the bank's website, Money insists on downloading it to your Money data
file. Once there, well, you see some of the side effects.

Your only solution in the case of Monthly Reports is to skip downloading and
put in the data the old fashioned way. For the accounts you want collected
and recorded the way you want. By hand.

"Alan M." <AlanM[at]discussions.microsoft.com> wrote in message
news:5C2DCED6-D1B3-4585-A62C-E836B75D2AC7[at]microsoft.com...
- quote -

Well I tried to delete those 3 individual accounts but unfortunately Money
will only let me delete all of the accounts (within the one banking category)
or none at all. The option it gives me says "Delete this account, along with
my other <bank name> accounts | or Close this account"

The accounts I'm trying to exclude are of my other family members, and are
thus not useful to me.
--
-Alan M.


"SteveBell" wrote:

- quote -

Alan M. wrote:

- quote -

The Monthly Report is hard-coded. You can't make changes of any kind.

If you want the Monthly Report to show only those accounts, you'll have
to actually *delete* the accounts, not close them.

What kind of accounts are you trying exclude? Maybe we can figure out a
different approach for you.

--
Steve Bell
New Life Home Improvement
Arlington, TX

Hello all,

I am using MS Money Plus Deluxe. I inputed my online Banking logon
information and MS Money retrives all of my accounts linked to that logon (5
accounts). Now there are only two accounts that I want to have MS Money
manage and generate reports for. I have "closed" the remaining 3 accounts
within MS Money so that the two I want are showing as open.

However, when I choose to generate a monthly report it includes transactions
from all of the accounts linked to my banking login info. I have searched and
searched for a filter to disclude those unwanted accounts, but no luck. Is
there an option somwhere to only include the open accounts in the monthly
reports?

Now I had to go through each of the other repots and use the customize link
to only include the open accounts which was a pain, but only a one time
process. My problem is that I cannot find the same Customize link for the
monthly repots.


Can anyone help?

Thank you,
-Alan