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#1
12-31-2004, 03:33 AM
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 Re: 2 Accounts 1 Institution Online Set Up "Cal Learner-- MVP" wrote: - quote - > In microsoft.public.money, CoC wrote:
worked brilliantly. thanks so much!> > > I have 2 Discover Card Accounts which use seperate logins to the Discover > > Card site. Is there a way in Money 2005 to allow both to download account > > information other than manually switching back and forth? I know this was > > possible in earlier versions but i cannot find anything in the help file or > > online to point me in the right direction. > Create the new account but when you get to the "Assign a financial > institution" window specify that the institution is at "Discover > Fred" or some such. Then on the next window you "Confirm the name of > your financial institution" to Discover Card from the list. > That way Money treats them as separate institutions and makes > separate OFX requests with separate access info. > Let us know if that does not describe things right. |
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12-30-2004, 11:36 PM
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| Re: 2 Accounts 1 Institution Online Set Up In microsoft.public.money, CoC wrote: - quote - > I have 2 Discover Card Accounts which use seperate logins to the Discover
Create the new account but when you get to the "Assign a financial> Card site. Is there a way in Money 2005 to allow both to download account > information other than manually switching back and forth? I know this was > possible in earlier versions but i cannot find anything in the help file or > online to point me in the right direction. institution" window specify that the institution is at "Discover Fred" or some such. Then on the next window you "Confirm the name of your financial institution" to Discover Card from the list. That way Money treats them as separate institutions and makes separate OFX requests with separate access info. Let us know if that does not describe things right. |
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#-1
12-30-2004, 11:17 PM
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| 2 Accounts 1 Institution Online Set Up I have 2 Discover Card Accounts which use seperate logins to the Discover Card site. Is there a way in Money 2005 to allow both to download account information other than manually switching back and forth? I know this was possible in earlier versions but i cannot find anything in the help file or online to point me in the right direction. |
| Tags |
| accounts, institution, online, set |
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