confusion about multiple accounts at same bank

I have two Money files - 0ne for my personal accounts and one for my
business. I use one bank for all of my accounts. Here's my problem: When I
set up online banking for my personal accounts, it went out to the bank and
rounded up all of the accounts I have there, including the business checking.
It didn't seem to give me any choice about whether to "enable" each of the
accounts for that particular Money file. It was all or nothing.

Same thing happened when i set up the online banking for the buisiness files
- I got all of the accounts, even when I didn't want all of them. I tried
closing or deleting the extras, but the next time I did an update, it grabbed
them all again (which means the updates are not available if I go back to the
personal accounts file and try to updat them.

AAARRRG! Does anyone know how I can choose which account(s) to update for
each file?

I'm using Money2005. Is this problem perhaps corrected in 2006? (If so, it
would be well worth the upgrade...)

Chris
Tue Mar 14 18:48:19 CST 2006

"Lorraine" <Lorraine@discussions.microsoft.com> wrote in message
news:6D240E48-7796-484C-B514-97F5E97F2EBC@microsoft.com...
>
> I'm using Money2005. Is this problem perhaps corrected in 2006? (If so,
> it
> would be well worth the upgrade...)

It is not corrected in 2006. If your bank supports direct connection, you
may be able to tell it not to download certain accounts. If your downloading
requires a passport, then it's not direct - it's through Yodlee, a third
party. In that case, you cannot ignore the undesired accounts.
--
Chris Cowles
Gainesville, FL

jwarth
Thu Mar 16 16:36:12 CST 2006

I am about to do the same thing....set up a separate money file (2005
version) for a business account...and that account is at the same bank with
my other accounts. So, I guess I will have the same problem. I want to to
keep the business account separate from the other accounts. I guess the only
way to do that is to not go online?


--
Jwarth


"Chris Cowles" wrote:

> "Lorraine" <Lorraine@discussions.microsoft.com> wrote in message
> news:6D240E48-7796-484C-B514-97F5E97F2EBC@microsoft.com...
> >
> > I'm using Money2005. Is this problem perhaps corrected in 2006? (If so,
> > it
> > would be well worth the upgrade...)
>
> It is not corrected in 2006. If your bank supports direct connection, you
> may be able to tell it not to download certain accounts. If your downloading
> requires a passport, then it's not direct - it's through Yodlee, a third
> party. In that case, you cannot ignore the undesired accounts.
> --
> Chris Cowles
> Gainesville, FL
>
>
>
>

Chris
Thu Mar 16 17:49:22 CST 2006

"jwarth" <jwarth@discussions.microsoft.com> wrote in message
news:99FE20EA-CA8D-46F4-9FB7-0ACD21AEDCC0@microsoft.com...
>I am about to do the same thing....set up a separate money file (2005
> version) for a business account...and that account is at the same bank
> with
> my other accounts. So, I guess I will have the same problem. I want to to
> keep the business account separate from the other accounts. I guess the
> only
> way to do that is to not go online?

If your bank requires a passport, I believe that is the case. If your bank
supports direct connections, it may permit flagging an account to be
ignored. Mine (Wachovia) does.
--
Chris Cowles
Gainesville, FL

jwarth
Fri Mar 17 20:16:26 CST 2006

One more question for Chris:

Could I set up the business account with the same bank that I have all my
other accounts with, but create a separate money file with a different
passport? Would this solve the problems with the multiple accounts being
downloaded when doing online updates?
--
Jwarth


"Chris Cowles" wrote:

> "jwarth" <jwarth@discussions.microsoft.com> wrote in message
> news:99FE20EA-CA8D-46F4-9FB7-0ACD21AEDCC0@microsoft.com...
> >I am about to do the same thing....set up a separate money file (2005
> > version) for a business account...and that account is at the same bank
> > with
> > my other accounts. So, I guess I will have the same problem. I want to to
> > keep the business account separate from the other accounts. I guess the
> > only
> > way to do that is to not go online?
>
> If your bank requires a passport, I believe that is the case. If your bank
> supports direct connections, it may permit flagging an account to be
> ignored. Mine (Wachovia) does.
> --
> Chris Cowles
> Gainesville, FL
>
>
>
>

Chris
Fri Mar 17 20:34:55 CST 2006

"jwarth" <jwarth@discussions.microsoft.com> wrote in message
news:1985D688-C195-4C69-A3F8-1D7723C0A5A0@microsoft.com...
> One more question for Chris:
>
> Could I set up the business account with the same bank that I have all my
> other accounts with, but create a separate money file with a different
> passport? Would this solve the problems with the multiple accounts being
> downloaded when doing online updates?

I don't think so but I have little experience with a passport assigned to a
file. Most of my banks support direct download. Those that don't, I don't
bother downloading from. My activity with those is very limited, anyway.
--
Chris Cowles
Gainesville, FL