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#1
02-13-2004, 09:18 PM
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 Changing account to investment Doug: Did you ever get any help on this? Randy - quote - > -----Original Message----- > I recently install Money 2004 and want to start using > online banking to download statements. > I track all my checking activity under the account > type 'bank'. To download my statement, the dropdown box > only lists investment accounts and not this one. > I tried to change the account type but there is > no 'investment' listed. I tried several ways and could > not get my checking account name to appear in the box. > I have almost a decade of transactions and hope there is a > way to change this account type to 'investments'. > Thanks in advance > Doug > . |
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02-06-2004, 04:32 PM
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| Re: Changing account to investment In microsoft.public.money, Doug wrote: - quote - > I recently install Money 2004 and want to start using
It is not clear what drop-down box you are referring to.> online banking to download statements. > I track all my checking activity under the account > type 'bank'. To download my statement, the dropdown box > only lists investment accounts and not this one. - quote - > I tried to change the account type but there is
Go to Accounts&Bills-> OnlineServicesManager> no 'investment' listed. I tried several ways and could > not get my checking account name to appear in the box. Is your bank account listed under the Banks and brokerages that have no services"? Click "Change financial institution" and see if you can find your bank in the list. |
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#-1
02-06-2004, 06:14 AM
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| Changing account to investment I recently install Money 2004 and want to start using online banking to download statements. I track all my checking activity under the account type 'bank'. To download my statement, the dropdown box only lists investment accounts and not this one. I tried to change the account type but there is no 'investment' listed. I tried several ways and could not get my checking account name to appear in the box. I have almost a decade of transactions and hope there is a way to change this account type to 'investments'. Thanks in advance Doug |
| Tags |
| account, changing, investment |
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