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#5
10-04-2008, 06:23 PM
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 Re: Account number change / duplicate accounts In microsoft.public.money, David A. Lessnau wrote: - quote - > I don't see anything resembling TransactionsToRead, anywhere. From the
Then my suggestion does not apply. If you see nothing in the> Account List, when I right-click on a closed account, all I see are the > standard options: > - See Account Register > - See Account Settings > - See Account History > - Account is Open > - Account is Closed > - Rename... > - Move... > - Delete.... ToReview column, then you have no transactions to read or delete. - quote - > I've looked at column headings, menu bars, and from within the closed > accounts themselves. I guess I need another hint  .> I'm using Microsoft Money Plus Deluxe Trial Version 17.0.120.1415. > David A. Lessnau > "Cal Learner-- MVP" wrote: > > In microsoft.public.money, David A. Lessnau wrote: > > > > I doubt I'm doing this right, but when I get duplicate accounts (in my case, > > > because they're joint accounts), I right-click on the account I no longer > > > want to see and select Account is Closed. That removes the account from my > > > view, stops downloading transactions to it, but doesn't affect the "good" > > > version I want to see. > > > You are doing that right. The one thing you might want to do is to > > set the AccountList view to show closed accounts. Then right-click > > TransactionsToRead for the closed account, and then click Delete. > > With Money Plus, Money will not attempt to download into that closed > > account. > > > I don't think that is Banjolicious's situation. > |
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#4
10-04-2008, 06:11 PM
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| Re: Account number change / duplicate accounts I don't see anything resembling TransactionsToRead, anywhere. From the Account List, when I right-click on a closed account, all I see are the standard options: - See Account Register - See Account Settings - See Account History - Account is Open - Account is Closed - Rename... - Move... - Delete.... I've looked at column headings, menu bars, and from within the closed accounts themselves. I guess I need another hint .I'm using Microsoft Money Plus Deluxe Trial Version 17.0.120.1415. David A. Lessnau "Cal Learner-- MVP" wrote: - quote - > In microsoft.public.money, David A. Lessnau wrote: > > I doubt I'm doing this right, but when I get duplicate accounts (in my case, > > because they're joint accounts), I right-click on the account I no longer > > want to see and select Account is Closed. That removes the account from my > > view, stops downloading transactions to it, but doesn't affect the "good" > > version I want to see. > You are doing that right. The one thing you might want to do is to > set the AccountList view to show closed accounts. Then right-click > TransactionsToRead for the closed account, and then click Delete. > With Money Plus, Money will not attempt to download into that closed > account. > I don't think that is Banjolicious's situation. |
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#3
10-04-2008, 02:28 PM
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| Re: Account number change / duplicate accounts On Oct 3, 11:25*am, Cal Learner-- MVP <via_newsgr...[at]please.tnxwrote: - quote - > In microsoft.public.money, Banjolicious wrote:
On the 2nd merge, all the old transactions are no longer in the> > My bank changed my account number. I had to change the credentials > > used for online updates. When Money updates, it creates a set of > > duplicate accounts for that bank. Fine...I merge duplicate accounts > > and everything should be fine, right? The next time money updates, it > > creates ANOTHER set of duplicate accounts. If I merge these I lose all > > my old transactions. > > How do I correct this? > Are you implying that you actually lost some transactions? account. I restored a backup from before then and started over, so I haven't really lost anything. |
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#2
10-03-2008, 09:16 PM
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| Re: Account number change / duplicate accounts In microsoft.public.money, David A. Lessnau wrote: - quote - > I doubt I'm doing this right, but when I get duplicate accounts (in my case,
You are doing that right. The one thing you might want to do is to> because they're joint accounts), I right-click on the account I no longer > want to see and select Account is Closed. That removes the account from my > view, stops downloading transactions to it, but doesn't affect the "good" > version I want to see. set the AccountList view to show closed accounts. Then right-click TransactionsToRead for the closed account, and then click Delete. With Money Plus, Money will not attempt to download into that closed account. I don't think that is Banjolicious's situation. |
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#1
10-03-2008, 09:08 PM
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| RE: Account number change / duplicate accounts I doubt I'm doing this right, but when I get duplicate accounts (in my case, because they're joint accounts), I right-click on the account I no longer want to see and select Account is Closed. That removes the account from my view, stops downloading transactions to it, but doesn't affect the "good" version I want to see. David A. Lessnau "Banjolicious" wrote: - quote - > My bank changed my account number. I had to change the credentials > used for online updates. When Money updates, it creates a set of > duplicate accounts for that bank. Fine...I merge duplicate accounts > and everything should be fine, right? The next time money updates, it > creates ANOTHER set of duplicate accounts. If I merge these I lose all > my old transactions. > How do I correct this? |
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10-03-2008, 03:25 PM
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| Re: Account number change / duplicate accounts In microsoft.public.money, Banjolicious wrote: - quote - > My bank changed my account number. I had to change the credentials
Are you implying that you actually lost some transactions?> used for online updates. When Money updates, it creates a set of > duplicate accounts for that bank. Fine...I merge duplicate accounts > and everything should be fine, right? The next time money updates, it > creates ANOTHER set of duplicate accounts. If I merge these I lose all > my old transactions. > How do I correct this? |
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#-1
10-03-2008, 10:31 AM
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| Account number change / duplicate accounts My bank changed my account number. I had to change the credentials used for online updates. When Money updates, it creates a set of duplicate accounts for that bank. Fine...I merge duplicate accounts and everything should be fine, right? The next time money updates, it creates ANOTHER set of duplicate accounts. If I merge these I lose all my old transactions. How do I correct this? |
| Tags |
| account, accounts, change, duplicate, number |
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