You might also be able to find somebody with a copy of M04 Deluxe that you
could borrow just long enough to work on the file and fix it.

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:%23uTiwZIbGHA.4580[at]TK2MSFTNGP03.phx.gbl...
- quote -

Well, that kinda figures. I don't have Money Standard, so I can't actually
prove it, but it does seem like Money design. Collect some data in Money
Standard when creating accounts that the account doesn't actually need and
that is needed in a feature that isn't provided in Money Standard and then,
since the UI to change it is in the feature that isn't actually in Money
Standard, make it impossible to change.

My thinking would be to leave it alone--and use one of her names as an owner
for your account--until someday, maybe, you upgrade to a version/edition of
Money where the data is not only used but exposed to be changed. Until then,
since the data is most likely not used anywhere that matters in Standard, it
can't matter how you use it, can it?

You could try this: in a COPY of your file, delete retirement accounts until
you can create an account with the name you want. Then add back in the
accounts you had to delete. Yuck. But it might work. (FWIW, I also wouldn't
be entirely shocked if there is no way to get there and the second name,
once created in a file, cannot be deleted from that file, no matter how many
accounts you delete. That's why I stressed working in a COPY.)

"Bill F." <willfeldman[at]comcast.net> wrote in message
news:XbqdnTl2MvADYMnZnZ2dnUVZ_vOdnZ2d[at]comcast.com...
- quote -

Thank you all for trying to help. I should have mentioned that I'm using the
"04 Standard Edition" When I click on the planner menu at the top the only
thing that resembles Lifetime planner is Planning Priorities which then
takes me to either "Plan for Retirement" or "work on estate planning". When
I click on Plan for retirement, there is a line near the top of that screen
labeled: "........working through Money's lifetime planner", but won't let
me click on that. All the other stuff on that screen doesn't let me change
the info. I'm looking for! If in fact it's not available on standard, then I
guess I could perhaps try deleting my wife's 403b account. Then carefully
re-enter it & all it's investments-not many(watching not to dup.her name).
Then perhaps it would let me enter my 401k account?? Otherwise I could just
set-up mine using her name. Thanks again.
"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:OIbdO0GbGHA.1192[at]TK2MSFTNGP04.phx.gbl...
- quote -

Indeed. I suspected that LP was where that would show up.

Bill F., as Chris points put, you can edit all of this information that you
HAD TO SUPPLY when setting up the account--as though it was an essential
part of an account--over in Lifetime Planner. You can, apparently, even
change association of the account to a partner/spouse in LP. That should get
you there.

"Chris Cowles" <spam_magnet[at]remove-me-bellsouth.net> wrote in message
news:%23Byc5dGbGHA.3720[at]TK2MSFTNGP03.phx.gbl...
- quote -

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:%23tG3wPGbGHA.608[at]TK2MSFTNGP02.phx.gbl...
- quote -

If you revise the names in the 'About You' screen in the Lifetime Planner,
it revises the names available to edit as 'Account Owner' in 'Savings &
Investments'. In the About You screen, you can also create dependents.
Those dependent names are exposed when creating Education IRA or similar
accounts.

Is that what you're looking for?

M06.

Comments inline.

"Bill F." <willfeldman[at]comcast.net> wrote in message
news:ILudnY5mP_0crMnZRVn-og[at]comcast.com...
- quote -

I thought this would be an easy problem to look into. Well, I thought so
anyway.

So I tried to setup a 401k account in one of my M04 test files. I got to the
who's it belong to dialog and the list was empty and I couldn't leave it
empty. So I cancelled and went and added personal information for a bogus me
and a bogus spouse. Back into create an account, retirement, 401k. The names
I just added don't show up. So, several stabs at this later, I conclude the
Setup Accounts|Update personal information names have nothing to do with the
Who does a 401k account belong to names. This seems oddly dumb, but not
offscale for the Money team. So, I tried typing in just any old name and
clicking next. I get a dialog about who I am adding to a plan, wanting a
first name and a date of birth and with a single radio button enabled choice
of Me or my partner. So then I went in again and added another. This time I
picked another bogus name. Then I tried to setup a third account with a
third bogus name. No joy. Apparently you can only define two names down this
path. I conclude you likely have already answered this question twice with
two variants of your wife's name and now you are toast.

So then I went off trying to figure out where this list of two names is
exposed for changes or display or whatever. Or even to find out where this
informaiton, once collected, is used. I failed. Who knows where this stuff
is exposed? I will add this to my list of essentially write only data in
Money. And once it's written, you can't see it again and you can't modify
it. It's pathetic how much of this there is in Money, but there you have it.

Perhaps you might want to start a new Money data file and get this right in
the new file and then move all of the read/write data (no loan accounts, no
personal informaiton, not 401k account ownership info, no account details,
no category details, no classiifcation details, etc.) from the old file to
the new file. I'd bet that's th recommendation you'd get from Microsoft
Money Support.

I also coclude that it probably doesn't matter much what you pick. Say all
the accounts are your wife's by first name or by first and last name
regardless of the truth. The worst thing that will happen is you'll find
some place Money actually uses this information at some point in the future
when it refuses to let you enter something or goofs up something like (and
this is my bet for the sink of this data) Lifetime Planner.

- quote -

I don't think they've done anything to disable the in-application "on-line"
help. Perhaps you have another issue? Sometimes deleting temporary Internet
files from Internet Options retores Money help to sanity.

- quote -

I didn't test, but I'd bet this is no more exposed or update-able in M06
than M04.

I'm currently running MS Money2004. Suddenly, after many years I went to
setup a new 401k account for me. But,when the wizzard requires me to enter
who the account belongs to, that drop down menu only gives me the choice of
either my wifes first name, or her first & last name. When I manually type
in my name & press enter I get an error message that only a max. of 2 names
can be accepted by Money! This all happens despite the fact that Money has
my name & my wife's correctly recorded under "personal information". Does
anyone have a fix? Also, the help menu no longer works....guess '04 is no
longer supported? I bought '06 but never loaded it since I'm still running
Windows98.
Bill F.