Separate accounts at same financial institution


R

REman

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?
 
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C

Cal Learner-- MVP

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.
 
S

Stonie J

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.
 
C

Cal Learner-- MVP

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?
 
C

Cal Learner-- MVP

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.
 
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R

REman

Cal Learner-- MVP said:
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?
 
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Cal Learner-- MVP

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.
 

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