Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
  #1  
Old 07-10-2003, 05:48 PM
Duncan
Guest
 
Posts: n/a
Default Re: Multiple accounts

This was the solution in Money help. I tried it and now
(tho perhaps not cuz of adding the differentiator) I can't
get ANY banks to come up in the support financial
institutions list. MS has a knowledge base topic for this
prob, but that didn't work. i've been working on this
prob for three days now, so any help is welcome.

- quote -

> -----Original Message-----
> If I understand your situation correctly, you have
multiple accounts at the
> same bank, but they've provided you with multiple
passwords which means that
> you need to setup as if they are not at the same bank.
If this is correct,
> try setting one of the account's details so that the
financial instiution
> name is different from the other. So if one is Wells
Fargo, for instance,
> make the second Wells Fargo 2. When you setup for online
services, though,
> still choose the correct bank from the list. This will
allow you to put in
> a password for each.
> Hope this helps.
> "Glenn" <glenntREMOVEBEFORESENDNG[at]hotmail.com> wrote in
message
> news:084201c344fe$da818890$a301280a[at]phx.gbl...
> > I have just installed Money 2003. Does anyone know how
> > to set up multiple member accounts from one bank? My
> > bank puts multiple type of accounts, like checking and
> > credit, under one account number. We can also have
> > multiple account numbers. I cannot figure out how to
set
> > this up. I have the account types from one number
> > updating automatically by connecting online. When I try
> > to setup the other account number to do this, there is
no
> > where to enter another password. Any help would be
> > appreciated.
> .
 
Old 07-08-2003, 01:06 PM
Bonnie Synhorst - MVP
Guest
 
Posts: n/a
Default Re: Multiple accounts

If I understand your situation correctly, you have multiple accounts at the
same bank, but they've provided you with multiple passwords which means that
you need to setup as if they are not at the same bank. If this is correct,
try setting one of the account's details so that the financial instiution
name is different from the other. So if one is Wells Fargo, for instance,
make the second Wells Fargo 2. When you setup for online services, though,
still choose the correct bank from the list. This will allow you to put in
a password for each.

Hope this helps.

"Glenn" <glenntREMOVEBEFORESENDNG[at]hotmail.com> wrote in message
news:084201c344fe$da818890$a301280a[at]phx.gbl...
- quote -

> I have just installed Money 2003. Does anyone know how
> to set up multiple member accounts from one bank? My
> bank puts multiple type of accounts, like checking and
> credit, under one account number. We can also have
> multiple account numbers. I cannot figure out how to set
> this up. I have the account types from one number
> updating automatically by connecting online. When I try
> to setup the other account number to do this, there is no
> where to enter another password. Any help would be
> appreciated.


  #-1  
Old 07-08-2003, 04:13 AM
Glenn
Guest
 
Posts: n/a
Default Multiple accounts

I have just installed Money 2003. Does anyone know how
to set up multiple member accounts from one bank? My
bank puts multiple type of accounts, like checking and
credit, under one account number. We can also have
multiple account numbers. I cannot figure out how to set
this up. I have the account types from one number
updating automatically by connecting online. When I try
to setup the other account number to do this, there is no
where to enter another password. Any help would be
appreciated.
 

Tags
accounts, multiple


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 01:52 PM.