merging without deleting history?
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merging without deleting history?

 
Post new topic   Reply to topic    Personal Finance Forum Index -> Microsoft Money
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Alex Song
Guest





Posted: Tue Nov 01, 2005 7:26 am    Post subject: merging without deleting history? Reply with quote

I am running Money 2005 Deluxe

Money has been flaky with the online updates for a couple weeks now (the
program spews out all sorts of messages - no record of account/update
failed (or something similar to that)/etc). It advised me to stop online
services and reinstate them, so I did. It worked for one of my credit
card accounts, but in doing so it created a duplicate entry. It did NOT
work for a banking account (keeps saying "account setup unavailable"),
and thus I manually update that account through my bank's web interface
which lets me download transactions.

Question #1: Why did Money create a duplicate CC entry? (only containing
new items, nothing from the original account entry).

Question #2: Is there a way to merge the original and new CC accounts
without deleting the past transaction history as Money said it would do?

Question #3: The banking account I am having troubles updating online
(or rather, setting up to update online) is Washington Mutual. Anyone
else having issues?

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Cal Learner
Guest





Posted: Tue Nov 01, 2005 8:48 am    Post subject: Re: merging without deleting history? Reply with quote

In microsoft.public.money, Alex Song wrote:

Quote:
I am running Money 2005 Deluxe

Money has been flaky with the online updates for a couple weeks now (the
program spews out all sorts of messages - no record of account/update
failed (or something similar to that)/etc). It advised me to stop online
services and reinstate them, so I did. It worked for one of my credit
card accounts, but in doing so it created a duplicate entry. It did NOT
work for a banking account (keeps saying "account setup unavailable"),
and thus I manually update that account through my bank's web interface
which lets me download transactions.

Question #1: Why did Money create a duplicate CC entry? (only containing
new items, nothing from the original account entry).

It's just the way it was implemented.
Quote:

Question #2: Is there a way to merge the original and new CC accounts
without deleting the past transaction history as Money said it would do?

That warning is overblown. Make an additional backup for extra
caution, and do the merge. It would be unusual if you actually lost
your old transactions.


Quote:

Question #3: The banking account I am having troubles updating online
(or rather, setting up to update online) is Washington Mutual. Anyone
else having issues?
Back to top
John Barnes
Guest





Posted: Wed Nov 02, 2005 5:03 pm    Post subject: Re: merging without deleting history? Reply with quote

Washington Mutual does not provide the service. Only manual downloads from
their site.


"Cal Learner" <NoMailTnx@please.com> wrote in message
news:rnldm1la2n441rf2acmhkiluadiumpr95v@4ax.com...
Quote:
In microsoft.public.money, Alex Song wrote:

I am running Money 2005 Deluxe

Money has been flaky with the online updates for a couple weeks now (the
program spews out all sorts of messages - no record of account/update
failed (or something similar to that)/etc). It advised me to stop online
services and reinstate them, so I did. It worked for one of my credit
card accounts, but in doing so it created a duplicate entry. It did NOT
work for a banking account (keeps saying "account setup unavailable"),
and thus I manually update that account through my bank's web interface
which lets me download transactions.

Question #1: Why did Money create a duplicate CC entry? (only containing
new items, nothing from the original account entry).

It's just the way it was implemented.

Question #2: Is there a way to merge the original and new CC accounts
without deleting the past transaction history as Money said it would do?

That warning is overblown. Make an additional backup for extra
caution, and do the merge. It would be unusual if you actually lost
your old transactions.



Question #3: The banking account I am having troubles updating online
(or rather, setting up to update online) is Washington Mutual. Anyone
else having issues?



Back to top
Alex Song
Guest





Posted: Thu Nov 03, 2005 9:02 am    Post subject: Re: merging without deleting history? Reply with quote

Sorry, that's incorrect. I've been updating my Washington Mutual account
for months now before it stopped a few weeks ago.

Yesterday I upgraded from 05 Deluxe to 06 Premium and my Washington
Mutual updates are working again.

John Barnes wrote:
Quote:
Washington Mutual does not provide the service. Only manual downloads from
their site.


"Cal Learner" <NoMailTnx@please.com> wrote in message
news:rnldm1la2n441rf2acmhkiluadiumpr95v@4ax.com...
In microsoft.public.money, Alex Song wrote:

I am running Money 2005 Deluxe

Money has been flaky with the online updates for a couple weeks now (the
program spews out all sorts of messages - no record of account/update
failed (or something similar to that)/etc). It advised me to stop online
services and reinstate them, so I did. It worked for one of my credit
card accounts, but in doing so it created a duplicate entry. It did NOT
work for a banking account (keeps saying "account setup unavailable"),
and thus I manually update that account through my bank's web interface
which lets me download transactions.

Question #1: Why did Money create a duplicate CC entry? (only containing
new items, nothing from the original account entry).
It's just the way it was implemented.
Question #2: Is there a way to merge the original and new CC accounts
without deleting the past transaction history as Money said it would do?
That warning is overblown. Make an additional backup for extra
caution, and do the merge. It would be unusual if you actually lost
your old transactions.


Question #3: The banking account I am having troubles updating online
(or rather, setting up to update online) is Washington Mutual. Anyone
else having issues?


Back to top
John Barnes
Guest





Posted: Fri Nov 04, 2005 5:03 pm    Post subject: Re: merging without deleting history? Reply with quote

May work for you, but my checking account will not set up with Washington
Mutual. From your post, maybe you have to have 06 Premium to get it to
work. I am running Money 2005 Deluxe like the post.


"Alex Song" <usenetreplyaddress@0330.com> wrote in message
news:osWdnYmWgat6MfTeRVn-jg@comcast.com...
Quote:
Sorry, that's incorrect. I've been updating my Washington Mutual account
for months now before it stopped a few weeks ago.

Yesterday I upgraded from 05 Deluxe to 06 Premium and my Washington Mutual
updates are working again.

John Barnes wrote:
Washington Mutual does not provide the service. Only manual downloads
from their site.


"Cal Learner" <NoMailTnx@please.com> wrote in message
news:rnldm1la2n441rf2acmhkiluadiumpr95v@4ax.com...
In microsoft.public.money, Alex Song wrote:

I am running Money 2005 Deluxe

Money has been flaky with the online updates for a couple weeks now
(the
program spews out all sorts of messages - no record of account/update
failed (or something similar to that)/etc). It advised me to stop
online
services and reinstate them, so I did. It worked for one of my credit
card accounts, but in doing so it created a duplicate entry. It did NOT
work for a banking account (keeps saying "account setup unavailable"),
and thus I manually update that account through my bank's web interface
which lets me download transactions.

Question #1: Why did Money create a duplicate CC entry? (only
containing
new items, nothing from the original account entry).
It's just the way it was implemented.
Question #2: Is there a way to merge the original and new CC accounts
without deleting the past transaction history as Money said it would
do?
That warning is overblown. Make an additional backup for extra
caution, and do the merge. It would be unusual if you actually lost
your old transactions.


Question #3: The banking account I am having troubles updating online
(or rather, setting up to update online) is Washington Mutual. Anyone
else having issues?

Back to top
 
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