Need to merge two credit cards

#3 12-07-2008, 08:46 PM

I can't find a screen called "account details." I have tried to type in the
new account number on the "change account settings" screen, but the new
number failed to synchronize with the bank. Also, Money had only displayed
the last four digits of the card number, but when I manually typed in the new
card number, Money continued to display the entire account number. It didn't
"X" out the leading digits.

"AJM" wrote:

- quote -

> "Steve" <Steve[at]discussions.microsoft.com> wrote in message
> news:77C8B8C3-56D1-4286-95FC-7A520C789058[at]microsoft.com...
> > I lost my credit card, so the bank replaced it with one that has a new
> > account number. I tried to "merge accounts manually" from the old account
> > to
> > the new one, but now my annual budget either double counts individual
> > transactions, or if I close my old card account in Money, all of my
> > transfers
> > from checking to the credit card show up as an expense, instead of just a
> > transfer between accounts.
> Surely there is no need to open a new account. On occasions, after my credit
> card has been lost or damaged or for whatever other reason , and a new one
> has been issued bearing a new number, I have simply changed the Account
> Number in "Account details". You may also choose to enter the old account
> number and the date of change in the "Comments" box as a matter of record.
> AJM

#2 12-07-2008, 08:42 PM

Actually, among the changes I have attempted was deleting the account.
However, Money warned me that it would delete all of my accounts with that
bank. I have tried to "close" the account though, as described below.

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Steve wrote:
> > I lost my credit card, so the bank replaced it with one that has a new
> > account number. I tried to "merge accounts manually" from the old account to
> > the new one, but now my annual budget either double counts individual
> > transactions, or if I close my old card account in Money, all of my transfers
> > from checking to the credit card show up as an expense, instead of just a
> > transfer between accounts.
> Are you sure that you did not choose to Delete the old account
> rather than Close it?

#1 12-04-2008, 08:11 AM

"Steve" <Steve[at]discussions.microsoft.com> wrote in message
news:77C8B8C3-56D1-4286-95FC-7A520C789058[at]microsoft.com...
- quote -

> I lost my credit card, so the bank replaced it with one that has a new
> account number. I tried to "merge accounts manually" from the old account
> to
> the new one, but now my annual budget either double counts individual
> transactions, or if I close my old card account in Money, all of my
> transfers
> from checking to the credit card show up as an expense, instead of just a
> transfer between accounts.

Surely there is no need to open a new account. On occasions, after my credit
card has been lost or damaged or for whatever other reason , and a new one
has been issued bearing a new number, I have simply changed the Account
Number in "Account details". You may also choose to enter the old account
number and the date of change in the "Comments" box as a matter of record.

AJM

12-03-2008, 02:44 PM

In microsoft.public.money, Steve wrote:

- quote -

> I lost my credit card, so the bank replaced it with one that has a new
> account number. I tried to "merge accounts manually" from the old account to
> the new one, but now my annual budget either double counts individual
> transactions, or if I close my old card account in Money, all of my transfers
> from checking to the credit card show up as an expense, instead of just a
> transfer between accounts.

Are you sure that you did not choose to Delete the old account
rather than Close it?

#-1 12-03-2008, 01:58 AM

I lost my credit card, so the bank replaced it with one that has a new
account number. I tried to "merge accounts manually" from the old account to
the new one, but now my annual budget either double counts individual
transactions, or if I close my old card account in Money, all of my transfers
from checking to the credit card show up as an expense, instead of just a
transfer between accounts.

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