Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
  #1  
Old 04-12-2006, 02:37 PM
Cal Learner
Guest
 
Posts: n/a
Default Re: Cannot set up online services for multiple accounts in the same financial institution

In microsoft.public.money, rvsw[at]hotmail.com wrote:

- quote -

> I am using microsoft money 2004. My spouse and I hold different
> accounts at the same financial institutions. We want to set up online
> services so that each of our accounts get downloaded automatically.
> However, MS money online services manager allows only one login ID per
> financial instution. Is there a workaround?
> Is this feature available in later versions of microsoft money.


In the Ask Money box of Money 2004 enter "two accounts".
 
Old 04-12-2006, 02:27 PM
Luiz
Guest
 
Posts: n/a
Default RE: Cannot set up online services for multiple accounts in the same fi

I had the same issue with Edward Jones. Do you have separate logins for both
of your accounts? With Edward Jones I set up 3 different logins for my
stocks, roth, and ira. Now I can track all three within Money.

"rvsw[at]hotmail.com" wrote:

- quote -

> Hi
> I am using microsoft money 2004. My spouse and I hold different
> accounts at the same financial institutions. We want to set up online
> services so that each of our accounts get downloaded automatically.
> However, MS money online services manager allows only one login ID per
> financial instution. Is there a workaround?
> Is this feature available in later versions of microsoft money.

  #-1  
Old 04-12-2006, 02:15 PM
rvsw@hotmail.com
Guest
 
Posts: n/a
Default Cannot set up online services for multiple accounts in the same financial institution

Hi
I am using microsoft money 2004. My spouse and I hold different
accounts at the same financial institutions. We want to set up online
services so that each of our accounts get downloaded automatically.
However, MS money online services manager allows only one login ID per
financial instution. Is there a workaround?
Is this feature available in later versions of microsoft money.

 

Tags
accounts, financial, institution, multiple, online, services, set
Similar Threads
Thread Forum Replies Last Post
Multiple accounts at a single financial institution
Rich Z.: My wife and I have multiple accounts at a large investment company. Some of them are mine, some are hers and some are jointly owned so they are...
Microsoft Money 11 05-03-2005 12:59 AM
online multiple accounts at a financial institution
ddb: I have a couple of cases where there are two accounts at the same financial institution. One downloaded fine online but the other does not appear. ...
Microsoft Money 1 11-23-2004 04:15 PM
Select online services from a particular financial institution with Microsoft Mo
Michael: With Microsoft Money 2004 I was able to update the online services for a particular financial institution manually. After making this update money...
Microsoft Money 1 10-10-2004 12:53 AM
Multiple accounts/logins at same Financial Institution
Jody Miller: I know this issue was addressed here before but when I searched the ng the posts had already been removed. Q) Is it possible to set up online...
Microsoft Money 1 09-05-2003 04:34 PM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 06:18 PM.