Why not just set up another checking account in the same file? Her account
remains separate, but both see everything of his and hers. Same applies to
credit card and investment accounts.
Having access to data on Money for the other's account does not allow the
other party any real control.


"Richard Bollar" <bollar[at]bollar.org> wrote in message
news:OtzLuOMqFHA.3108[at]TK2MSFTNGP12.phx.gbl...
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For now, just create a new file. File: New: New File

From there, set up her accounts. The only disadvantage is that you won't be
able to merge the two files after you get married.

--

"marryy" <marryy[at]discussions.microsoft.com> wrote in message
news:82DDA5EC-6DDB-4B2C-9887-F5260339D90F[at]microsoft.com...
- quote -

"griffi1977" wrote:

- quote -

In microsoft.public.money, griffi1977 wrote:

- quote -

In Money 2004, if you enter "two accounts" into the Ask Money box of
Help, it will tell you how to handle it for a single account. Here
is another description of the same technique:

Create the new account but when you get to the "Assign a financial
institution" window specify that the institution is at "MyBank
Alice" or some such. Then on the next window you "Confirm the name
of your financial institution" to MyBank from the list.

That way Money treats them as separate institutions and makes
separate OFX requests with separate access info.

The new file thing sounds easier. however, lets say i want two users to use
the same file and different access numbers. I log in with my user name and
password. Would she log in and use a different user name and password or log
in with mine and just go to her accounts. with that i see it as something
that will get all muddled up and effect things like cash flow forecast or my
favorite income vs bills percentage. that keeps me in line and i think it
would be good for her. the new file sounds easy but of course if we could log
into the same program much like yahoo instant messenger ..you open it up and
use your name etc.
does she just use her ms passport account?
sorry if i am being confusing

"Cal Learner-- MVP" wrote:

- quote -

In microsoft.public.money, griffi1977 wrote:

- quote -

With Money 2004, it is possible to have both users using different
access numbers use the same file. The trick is to name the
institutions differently when creating the accounts.

So if you think a shared file is better for other reasons, you can
do that also.

will go home and try tonight. appreciate it greatly and hope to have you help
again if i run into a snag. now with a new file will i run into the problems
that other users are having since we are both going to have accounts at
bankone. or is that when a user is using one file and has his/her spouse on
it.


"Cal Learner-- MVP" wrote:

- quote -

In microsoft.public.money, griffi1977 wrote:

- quote -

One simple way is to create two separate Money files. File-> New lets
you create a fresh file.

Another thing to consider is whether you want to set up two
different XP users. That would mean that you each could set up
things the way you like. Each desktop, for example, would be
independent.

If you want to switch between Money files but be the same XP user,
the bottom of the File menu will list recently used files that you
can choose from.

Another alternative is to have separate shortcuts for each file, and
that file will come up when Money starts.

I have microsoft 2004 and my fiance has never quite learned finances. Money
2004 helped out quite a bit. I have had it for awhile and would like to add
her. how best to do this. I have a checking account at bankone and she is
most likely going to get one there. I want her to be able to log in and use
it as her own. She will be my wife after this new years eve. not sure if we
are going to have joint accounts or anything. i dont have to buy another
microsoft money do i? I am usually quite good at finding this stuff out
myself. for some reason i cannot find what i need.