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#4
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| In microsoft.public.money, kch wrote: - quote - > cal, i think money plus may be the answer, but i'm going to try your
In Money Plus, there is an AccountList view. From there, for the> recommendation. can you delete existing transactions while you are > "categorizing my transactions," or do i do that from a separate function? > thanks. unwanted account, you would right-click where it says TransactionsToRead, and then click Delete Statement. No need to supply a category first. |
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#3
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| MEss is designed strictly to download data. That's why I said you'd have to convert to Deluxe. "kch" <kch[at]discussions.microsoft.com> wrote in message news E0EC180-988F-4733-9770-8CEBFBEC2297[at]microsoft.com...- quote - > is there more information somewhere are using money ess without > downloading? i'm open. |
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#2
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| cal, i think money plus may be the answer, but i'm going to try your recommendation. can you delete existing transactions while you are "categorizing my transactions," or do i do that from a separate function? thanks. dick, is there more information somewhere are using money ess without downloading? i'm open. "Cal Learner-- MVP" wrote: - quote - > In microsoft.public.money, kch wrote: > > > (bear with me. i'm new and although this is my second time trying to set up > > money, i've run into the same problem and have yet to find the answer in the > > forum.) > > > i have four bank accounts and one is shared with a family member. i don't > > want this account to show up at all in money essentials. i tried "closing" > > it. i tried "hiding" it. i tried "deleting" it. but each time i go back to > > "categorize my transactions," transactions from that account are still there. > See if you can delete the existing transactions from that shared > account. Then close the account within Money. In Money Plus that > would prevent the account from showing transactions in reports, and > prevent its downloading new transactions from the bank. I hope it is > the same in Essentials. |
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#1
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| In microsoft.public.money, kch wrote: - quote - > (bear with me. i'm new and although this is my second time trying to set up
See if you can delete the existing transactions from that shared> money, i've run into the same problem and have yet to find the answer in the > forum.) > i have four bank accounts and one is shared with a family member. i don't > want this account to show up at all in money essentials. i tried "closing" > it. i tried "hiding" it. i tried "deleting" it. but each time i go back to > "categorize my transactions," transactions from that account are still there. account. Then close the account within Money. In Money Plus that would prevent the account from showing transactions in reports, and prevent its downloading new transactions from the bank. I hope it is the same in Essentials. |
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| The problem here is that Money is designed (and Money Essentials (MEss) even more so) for the most mainstream case and that case wants every account downloaded. Microsoft seems to feel that more granular control adds a cost and complexity and user support costs (since every feature they add causes people to call up needing help) and they don't want to go there. IF you abandon a) MEss for Deluxe, and b) the notion that the only way to get the data into Money is to download it, THEN you can get total control over how Money depicts the data. This of necessity entails putting some more effort into the problem. But as many users come to know, downloading transaction data does not solve all problems and does create some of its own. "kch" <kch[at]discussions.microsoft.com> wrote in message news:BB8DBC2A-A94E-4E63-AE54-3877E9948739[at]microsoft.com... - quote - > (bear with me. i'm new and although this is my second time trying to set > up > money, i've run into the same problem and have yet to find the answer in > the > forum.) > i have four bank accounts and one is shared with a family member. i don't > want this account to show up at all in money essentials. i tried "closing" > it. i tried "hiding" it. i tried "deleting" it. but each time i go back to > "categorize my transactions," transactions from that account are still > there. |
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#-1
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| (bear with me. i'm new and although this is my second time trying to set up money, i've run into the same problem and have yet to find the answer in the forum.) i have four bank accounts and one is shared with a family member. i don't want this account to show up at all in money essentials. i tried "closing" it. i tried "hiding" it. i tried "deleting" it. but each time i go back to "categorize my transactions," transactions from that account are still there. |
| Tags |
| account, hide or close or delete, shared |
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