Merge Accounts

[John Barnes]

How does one merge accounts when the merge accounts does not offer any
accounts to merge. WAMU has now officially been taken over as a Chase
account. Money set up a new account which shows the current balance. All
history is still in an account named WAMU. Merge duplicate accounts does
not offer an option to merge the accounts. Also export/import isn't an
option because of old transfers. Any solutions?

 

[Ken]

John
I found this in Money help.
On the Accounts & Bills menu, click Account Setup .
Click Rename a bank or broker .
In the Select a financial institution box, click the company whose name you
want to change, and then click OK .
In the New name box, enter the name of the company created by the merger,
and then click OK .
Repeat these steps for any other financial institutions whose name changed
as a result of the merger.

 

[Cindy Conover]

Make sure that WAMU has been disable for online updates. Then it should let
you merge.


Cindy

 

[John Barnes]

Thanks for your help, which along with that of Cindy solved the problem.

 

[John Barnes]

Thanks for the last piece of the puzzle.

Make sure that WAMU has been disable for online updates. Then it should
let you merge.


Cindy

 

[Cindy Conover]

You are welcome. thanks for letting us know that your problem is solved.

Cindy