Unable to merge duplicate accounts

Uri · Joined: 24 Feb 2008 Posts: 6

Is there a way to merge duplicate accounts that are both enabled for
online updates? I have logins at a broker - one for me and another for
my wife. We each have our own retirement accounts but we share a
taxable account. To get automatic updates from the broker requires
that I import all accounts associate with the login. For me that is my
retirement account and the taxable account and for my wife it is a
different retirement account and the same taxable account. Both logins
are providing online updates to the same taxable account but I can't
mark them as duplicate because they are both receiving online updates.
Microsoft Money doesn't provide the ability to disable online updates
for just one account. It only allows you to disable online updates for
the whole login. What should I do? For the moment I've just marked the
duplicate as "closed".

Archived from group: microsoft>public>money

Cal Learner-- MVP · Joined: 02 Aug 2007 Posts: 4135

In microsoft.public.money, Uri wrote:

>Is there a way to merge duplicate accounts that are both enabled for
>online updates? I have logins at a broker - one for me and another for
>my wife. We each have our own retirement accounts but we share a
>taxable account. To get automatic updates from the broker requires
>that I import all accounts associate with the login. For me that is my
>retirement account and the taxable account and for my wife it is a
>different retirement account and the same taxable account. Both logins
>are providing online updates to the same taxable account but I can't
>mark them as duplicate because they are both receiving online updates.
>Microsoft Money doesn't provide the ability to disable online updates
>for just one account. It only allows you to disable online updates for
>the whole login. What should I do? For the moment I've just marked the
>duplicate as "closed".

That's it! If you each have separate files, one of you can mark the
account Closed. In the newer versions it will not continue to
download to the closed account. The only thing I would add is that
you can right-click if it says you have TransactionsToRead and
delete the statement that was downloaded initially. You can set the
AccountList to show closed accounts or not.

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