I'm using Money 2006 Standard and have run into an interesting problem.
My wife and I are using the same bank (USAA, which we love). Originally,
under /my/ account, I created us a Joint Checking Account, and a Joint
Savings Account. When I used Money, I connected online to my bank using /my/
account information, and it automatically pulled in all the accounts listed
under me at my bank (Joint Checking, Joint Savings, and Single CC). No
problems here.
My wife recently decided she wanted to start a single checking account for
herself. As we already had Joint Accounts, she was already a member. I
simply set up her online information, and Money automatically pulled in all
of /her/ accounts listed under her name at the bank. /However/, while it
successfully pulled in her single checking account, it also pulled in the
Joint Checking Account and Joint Savings Account as well. When Money
connects to our bank and updates our accounts, it updated the Joint Checking
& Savings /twice/ thinking they're different accounts.
Because I don't want to throw off all of my expenditure tracking and so
forth, I thought I would just delete the accounts. But trying to delete them
my only option would be to delete the bank account, which would also require
me to /not/ track her personal checking. I tried closing the account in
Money, but it /still/ updates the transactions in it, throwing everything
off. Thus far I've been having to delete all transactions in the duplicate
accounts every time Money downloads account information from my bank.
Is there any way to tell Money that these accounts, even though they're
listed under two different bank accounts, are the same? Or to get those two,
and not the personal account, not to update? Or what should I do? I'm tired
of deleting all the transactions in the duplicate accounts, but so far its
all I can come up with. Any and all assistance would be greatly appreciated.