Merge accounts and account type issues w Money 2006

I just upgraded from Money Small Business 2004 to 2006. I've never used
passport with Money before. I do direct banking with my bank, not via their
website.

I'm having trouble now when I try to download a statement, Money says the
bank doesn't recognize my accounts. It says this could be because of
duplicate accounts. Yes, it has duplicated my two checking accounts. My
old accounts (1 and 2) are all there, have all their transactions. Then
there are duplicates of those accounts, 3 and 4 respectively. So I go to
merge accounts, and it says I can't merge a personal account with a business
account and to chose a different account! Well I can't just merge any old
accounts! #3 duplicates #1, and #4 duplicates #2. These are the accounts
that need to be merged. It also won't let me change the account type for
any of these 4 accounts.

So now I have upgraded to Money 2006 and my online banking is worthless and
my accounts are all screwed up. What do I do now? Get a refund? Or is
there a solution to all of this?

Appreciate any help, thanks.

--
Patty MacDuffie
www.computerhaven.info

johnbusc
Thu Nov 03 04:15:11 CST 2005

Patty,

You may have to go to Manage Online Services and perform the steps to
turn off or stop using online services for your bank. Once this is
done, you may be able to change account types. Change the existing
account types to match the account types the duplicate ones are.

Before re-enabling online services for your bank, you may need to
delete the duplicated accounts since I would assume there will be new
duplicates created.

Once you re-enable online services try the merge again. Hope this
works - best of luck!

Regards,
JB

Patty MacDuffie wrote:
> I just upgraded from Money Small Business 2004 to 2006. I've never used
> passport with Money before. I do direct banking with my bank, not via their
> website.
>
> I'm having trouble now when I try to download a statement, Money says the
> bank doesn't recognize my accounts. It says this could be because of
> duplicate accounts. Yes, it has duplicated my two checking accounts. My
> old accounts (1 and 2) are all there, have all their transactions. Then
> there are duplicates of those accounts, 3 and 4 respectively. So I go to
> merge accounts, and it says I can't merge a personal account with a business
> account and to chose a different account! Well I can't just merge any old
> accounts! #3 duplicates #1, and #4 duplicates #2. These are the accounts
> that need to be merged. It also won't let me change the account type for
> any of these 4 accounts.
>
> So now I have upgraded to Money 2006 and my online banking is worthless and
> my accounts are all screwed up. What do I do now? Get a refund? Or is
> there a solution to all of this?
>
> Appreciate any help, thanks.
>
> --
> Patty MacDuffie
> www.computerhaven.info

Patty
Thu Nov 03 11:20:21 CST 2005

Thanks, JB. It wasn't obvious how to do this. The help file points to
items that don't exist. The file type for each of the accounts was "bank".
<g> It took quite a bit of sleuthing to even determine which were marked as
business accounts and which were personal. I finally found out how to make
the change and was able to straighten the mess out. Now I just have to
straighten out the downloaded transactions that had already cleared in the
old program. It's messed up quite a few, including my balances. Sigh.
Fortunately I still have the old version with the old file on my Tablet PC,
so I can compare things. Thanks again for your help. :)
--
Patty MacDuffie
www.computerhaven.info

<johnbusc@hotmail.com> wrote in message
news:1131012911.552076.34100@o13g2000cwo.googlegroups.com...
> Patty,
>
> You may have to go to Manage Online Services and perform the steps to
> turn off or stop using online services for your bank. Once this is
> done, you may be able to change account types. Change the existing
> account types to match the account types the duplicate ones are.
>
> Before re-enabling online services for your bank, you may need to
> delete the duplicated accounts since I would assume there will be new
> duplicates created.
>
> Once you re-enable online services try the merge again. Hope this
> works - best of luck!
>
> Regards,
> JB
>
> Patty MacDuffie wrote:
>> I just upgraded from Money Small Business 2004 to 2006. I've never used
>> passport with Money before. I do direct banking with my bank, not via
>> their
>> website.
>>
>> I'm having trouble now when I try to download a statement, Money says the
>> bank doesn't recognize my accounts. It says this could be because of
>> duplicate accounts. Yes, it has duplicated my two checking accounts. My
>> old accounts (1 and 2) are all there, have all their transactions. Then
>> there are duplicates of those accounts, 3 and 4 respectively. So I go to
>> merge accounts, and it says I can't merge a personal account with a
>> business
>> account and to chose a different account! Well I can't just merge any
>> old
>> accounts! #3 duplicates #1, and #4 duplicates #2. These are the
>> accounts
>> that need to be merged. It also won't let me change the account type for
>> any of these 4 accounts.
>>
>> So now I have upgraded to Money 2006 and my online banking is worthless
>> and
>> my accounts are all screwed up. What do I do now? Get a refund? Or is
>> there a solution to all of this?
>>
>> Appreciate any help, thanks.
>>
>> --
>> Patty MacDuffie
>> www.computerhaven.info
>