Hi!

I am new to money. I am using the 2006 trial version. I have a personal acct
as well as a joint acct with my husband at the same bank. I am trying to use
money for my joint account, but it when it connected to my bank to download
info, it also dowloaded my personal account. Now both accounts are in th same
file, so it is impossible to generate a report that just looks at our joint
account. Does this make sense?

Anyway, I read a previous post that suggested creating a new file for the
other account. How do I do this if the account is already in one money file?
Am I supposed to go back and delete it from the original file after I add it
to a new file?
Because it won't let me. When I am in the original file, and try to "delete"
my personal account, it tells me that if I do, ALL accounts from that bank
will be deleted. Yikes! So I hit cancel and it suggested I "close" the
account instead. This seems to have made my personal account not show up on
the account list, but it is still used in all the reports I make. Ughgh!!!

Anyone out there who can help?? Please?? This is not a fun way to spend a
Friday night....

Re: 2 accts from 1 bank in separate files? by Richard

Richard
Fri Aug 12 20:54:29 CDT 2005

Mark the account you don't want in the file as "closed". You can do this by
selecting "Change account settings" on the left pane, and checking "This
account has been closed."

You'll also have to customize the report to exclude the closed account.

--

"rsilver" <rsilver@discussions.microsoft.com> wrote in message
news:8AFE982C-CE12-4E9E-8550-AFF0168758D1@microsoft.com...
> Hi!
>
> I am new to money. I am using the 2006 trial version. I have a personal
> acct
> as well as a joint acct with my husband at the same bank. I am trying to
> use
> money for my joint account, but it when it connected to my bank to
> download
> info, it also dowloaded my personal account. Now both accounts are in th
> same
> file, so it is impossible to generate a report that just looks at our
> joint
> account. Does this make sense?
>
> Anyway, I read a previous post that suggested creating a new file for the
> other account. How do I do this if the account is already in one money
> file?
> Am I supposed to go back and delete it from the original file after I add
> it
> to a new file?
> Because it won't let me. When I am in the original file, and try to
> "delete"
> my personal account, it tells me that if I do, ALL accounts from that bank
> will be deleted. Yikes! So I hit cancel and it suggested I "close" the
> account instead. This seems to have made my personal account not show up
> on
> the account list, but it is still used in all the reports I make. Ughgh!!!
>
> Anyone out there who can help?? Please?? This is not a fun way to spend a
> Friday night....
>
>