Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
  #6  
Old 12-05-2008, 02:31 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Separate accounts at same financial institution

In microsoft.public.money, REman wrote:

- quote -

> "Cal Learner-- MVP" wrote:
> > > Closing the accounts works with those FIs that are direct OFX

> > access.
> > I have several accounts that do not use direcet OFX access and I get "Update

> Unsuccessful" on these accounts. Is there any solution for this?


The best solution would be to use FIs that provide their own OFX
servers vs third party info. However
http://support.microsoft.com/kb/904336 could give you information
about what happens with a third party access FI that passes thru MSN
Money on the way to you.
  #5  
Old 12-05-2008, 12:57 PM
REman
Guest
 
Posts: n/a
Default Re: Separate accounts at same financial institution



"Cal Learner-- MVP" wrote:

- quote -

> Closing the accounts works with those FIs that are direct OFX
> access.

I have several accounts that do not use direcet OFX access and I get "Update
Unsuccessful" on these accounts. Is there any solution for this?
  #4  
Old 12-05-2008, 04:45 AM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Separate accounts at same financial institution

In microsoft.public.money, Stonie J wrote:

- quote -

> On Dec 4, 6:19*pm, Cal Learner-- MVP <via_newsgr...[at]please.tnx> wrote:
> > In microsoft.public.money, Stonie J wrote:

>
> > > I have reported this before, and apparently that's just how Money
> > > works, which is ridiculous. *If an account is marked as closed, Money
> > > should NOT try to update it along with the other currently active
> > > accounts. *The problem is that all accounts with a single institution
> > > are treated the same: they are either all updated or all not updated
> > > and they are all controlled by the same login information.
> > > > Correct me if I'm wrong, but that's the way it appears to me.
> > > Are you using Money Plus?

> Yes.


Closing the accounts works with those FIs that are direct OFX
access.

I would log onto the web site of your WaMu. See if the unwanted
account is still showing on the website. If not, I would disable
online access for WaMu in your Money file, change the FI in Money
for the unwanted account to something else, or maybe just delete
that account. Then set up your WaMu accounts in Money again.

You could even do what is described in
http://support.microsoft.com/kb/323964/en-us after changing/deleting
the unwanted account and before setting up WaMu for online access
again.

Note that your undo is to restore a backup. You might want to
consider increasing how many backups that Money keeps, tho the
default of four is probably more than enough for most.
  #3  
Old 12-05-2008, 02:55 AM
Stonie J
Guest
 
Posts: n/a
Default Re: Separate accounts at same financial institution

On Dec 4, 6:19*pm, Cal Learner-- MVP <via_newsgr...[at]please.tnx> wrote:
- quote -

> In microsoft.public.money, Stonie J wrote:
> > On Dec 4, 4:11*pm, Cal Learner-- MVP <via_newsgr...[at]please.tnx> wrote:
> > > In microsoft.public.money, REman wrote:
> > > > I am running Money Plus Premium – How can I update selected accounts?
> > > > I have financial institutions where I hold accounts in joint ownership with
> > > > my son along with my own private accounts. *I have not found a way to allow
> > > > me to do online updates only with my accounts; it always wants to update his
> > > > as well.
> > > > In addition if I try to delete his account from my file Money tells me that
> > > > it will delete my accounts as well. *I want to track my son’s finances
> > > > separately from my own. *How can I do that?
> > > In Money Plus, mark the account(s) that you don't want to be updated
> > > as Closed.
> > > You can delete the current transactions that are already there.

> > I have three WaMu accounts that I track with Money, but only two of
> > them are currently open. *Even though I have marked one of my WaMu
> > accounts as closed in Money, Money still tries to update it and I get
> > an "Update unsuccessful" message every time.
> > I have reported this before, and apparently that's just how Money
> > works, which is ridiculous. *If an account is marked as closed, Money
> > should NOT try to update it along with the other currently active
> > accounts. *The problem is that all accounts with a single institution
> > are treated the same: they are either all updated or all not updated
> > and they are all controlled by the same login information.
> > Correct me if I'm wrong, but that's the way it appears to me.

> Are you using Money Plus?


Yes.
  #2  
Old 12-04-2008, 11:19 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Separate accounts at same financial institution

In microsoft.public.money, Stonie J wrote:

- quote -

> On Dec 4, 4:11*pm, Cal Learner-- MVP <via_newsgr...[at]please.tnx> wrote:
> > In microsoft.public.money, REman wrote:
> > > I am running Money Plus Premium – How can I update selected accounts?
> > > > I have financial institutions where I hold accounts in joint ownership with
> > > my son along with my own private accounts. *I have not found a way to allow
> > > me to do online updates only with my accounts; it always wants to update his
> > > as well.
> > > > In addition if I try to delete his account from my file Money tells me that
> > > it will delete my accounts as well. *I want to track my son’s finances
> > > separately from my own. *How can I do that?
> > > In Money Plus, mark the account(s) that you don't want to be updated

> > as Closed.
> > > You can delete the current transactions that are already there.

> I have three WaMu accounts that I track with Money, but only two of
> them are currently open. Even though I have marked one of my WaMu
> accounts as closed in Money, Money still tries to update it and I get
> an "Update unsuccessful" message every time.
> I have reported this before, and apparently that's just how Money
> works, which is ridiculous. If an account is marked as closed, Money
> should NOT try to update it along with the other currently active
> accounts. The problem is that all accounts with a single institution
> are treated the same: they are either all updated or all not updated
> and they are all controlled by the same login information.
> Correct me if I'm wrong, but that's the way it appears to me.


Are you using Money Plus?
  #1  
Old 12-04-2008, 11:07 PM
Stonie J
Guest
 
Posts: n/a
Default Re: Separate accounts at same financial institution

On Dec 4, 4:11*pm, Cal Learner-- MVP <via_newsgr...[at]please.tnx> wrote:
- quote -

> In microsoft.public.money, REman wrote:
> > I am running Money Plus Premium – How can I update selected accounts?
> > I have financial institutions where I hold accounts in joint ownership with
> > my son along with my own private accounts. *I have not found a way to allow
> > me to do online updates only with my accounts; it always wants to updatehis
> > as well.
> > In addition if I try to delete his account from my file Money tells me that
> > it will delete my accounts as well. *I want to track my son’s finances
> > separately from my own. *How can I do that?

> In Money Plus, mark the account(s) that you don't want to be updated
> as Closed.
> You can delete the current transactions that are already there.


I have three WaMu accounts that I track with Money, but only two of
them are currently open. Even though I have marked one of my WaMu
accounts as closed in Money, Money still tries to update it and I get
an "Update unsuccessful" message every time.

I have reported this before, and apparently that's just how Money
works, which is ridiculous. If an account is marked as closed, Money
should NOT try to update it along with the other currently active
accounts. The problem is that all accounts with a single institution
are treated the same: they are either all updated or all not updated
and they are all controlled by the same login information.

Correct me if I'm wrong, but that's the way it appears to me.
 
Old 12-04-2008, 09:11 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Separate accounts at same financial institution

In microsoft.public.money, REman wrote:

- quote -

> I am running Money Plus Premium – How can I update selected accounts?
> I have financial institutions where I hold accounts in joint ownership with
> my son along with my own private accounts. I have not found a way to allow
> me to do online updates only with my accounts; it always wants to update his
> as well.
> In addition if I try to delete his account from my file Money tells me that
> it will delete my accounts as well. I want to track my son’s finances
> separately from my own. How can I do that?


In Money Plus, mark the account(s) that you don't want to be updated
as Closed.

You can delete the current transactions that are already there.
  #-1  
Old 12-04-2008, 08:17 PM
REman
Guest
 
Posts: n/a
Default Separate accounts at same financial institution

I am running Money Plus Premium – How can I update selected accounts?

I have financial institutions where I hold accounts in joint ownership with
my son along with my own private accounts. I have not found a way to allow
me to do online updates only with my accounts; it always wants to update his
as well.

In addition if I try to delete his account from my file Money tells me that
it will delete my accounts as well. I want to track my son’s finances
separately from my own. How can I do that?

 

Tags
accounts, financial, institution, separate
Similar Threads
Thread Forum Replies Last Post
Cannot set up online services for multiple accounts in the same financial institution
rvsw@hotmail.com: Hi I am using microsoft money 2004. My spouse and I hold different accounts at the same financial institutions. We want to set up online services...
Microsoft Money 2 04-12-2006 02:37 PM
Multiple accounts at a single financial institution
Rich Z.: My wife and I have multiple accounts at a large investment company. Some of them are mine, some are hers and some are jointly owned so they are...
Microsoft Money 11 05-03-2005 12:59 AM
online multiple accounts at a financial institution
ddb: I have a couple of cases where there are two accounts at the same financial institution. One downloaded fine online but the other does not appear. ...
Microsoft Money 1 11-23-2004 04:15 PM
Multiple accounts/logins at same Financial Institution
Jody Miller: I know this issue was addressed here before but when I searched the ng the posts had already been removed. Q) Is it possible to set up online...
Microsoft Money 1 09-05-2003 04:34 PM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 03:10 AM.