Im using Money 2005 and my Financial Institution just changed from Web
Download to Direct Download for investments. Is there anyway for me to use my
existing account and update the settings for Direct Download to continue with
the online download without using the Merge feature? Has it changed at all
in Money 2006 or 2007.

Thanks
--
Matt

Re: Changing from Web Connect to Direct Connect Download by Cal

Cal
Fri Oct 13 22:34:21 CDT 2006

In microsoft.public.money, mattwolrad wrote:

>Im using Money 2005 and my Financial Institution just changed from Web
>Download to Direct Download for investments. Is there anyway for me to use my
>existing account and update the settings for Direct Download to continue with
>the online download without using the Merge feature? Has it changed at all
>in Money 2006 or 2007.

What is it you are trying to accomplish? Why do you want to avoid
the merge feature? If it is the description that might make you
think you will lose your old history if you merge, then go ahead and
merge. While I don't expect you to lose anything in the process, do
keep an extra copy or backup of your file in case you do need to
undo something.




Re: Changing from Web Connect to Direct Connect Download by mattwolrad

mattwolrad
Fri Oct 13 23:20:02 CDT 2006


--
Matt


"Cal Learner-- MVP" wrote:

> In microsoft.public.money, mattwolrad wrote:
>
> >Im using Money 2005 and my Financial Institution just changed from Web
> >Download to Direct Download for investments. Is there anyway for me to use my
> >existing account and update the settings for Direct Download to continue with
> >the online download without using the Merge feature? Has it changed at all
> >in Money 2006 or 2007.
>
> What is it you are trying to accomplish? Why do you want to avoid
> the merge feature? If it is the description that might make you
> think you will lose your old history if you merge, then go ahead and
> merge. While I don't expect you to lose anything in the process, do
> keep an extra copy or backup of your file in case you do need to
> undo something.
>
>
> Sorry, thought my first post did not take. Just not familiar with the merge feature and yes I was concerned that I would lose some old data.
>