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Old 09-29-2003, 09:20 PM
Tony
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Posts: n/a
Default Re: Online Services conflict.

Thanks so much!!!! This worked out perfect!
- quote -

> -----Original Message-----
> In microsoft.public.money, Tony Butitta wrote:
> > I have MS Money 2004 and connect to Wells Fargo for
> > background banking.
> > > I want to add my fiancee's Wells Fargo account to my MS

> > Money file. We got Wells Fargo to set her account up

for
> > MS Money and send us the required PIN.
> > > When I go through Money's interface to setup an on-line

> > account, it looks like I can only enter one SSN and one
> > pin per MS Money file.
> > > How can I add her account without losing the SSN and

pin
> > settings for my current Wells Fargo Account??
> > Create the new account but when you get to the "Assign a

financial
> institution" window specify that the institution is

at " Wells
> Fargo
> Janet" or some such. Then on the next window

you "Confirm the name
> of
> your financial institution" to Wells Fargo Investments

from the
> list.
> That way Money treats them as separate institutions and

makes
> separate OFX requests with separate access info.
> .

 
Old 09-27-2003, 04:33 AM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Online Services conflict.

In microsoft.public.money, Tony Butitta wrote:

- quote -

> I have MS Money 2004 and connect to Wells Fargo for
> background banking.
> I want to add my fiancee's Wells Fargo account to my MS
> Money file. We got Wells Fargo to set her account up for
> MS Money and send us the required PIN.
> When I go through Money's interface to setup an on-line
> account, it looks like I can only enter one SSN and one
> pin per MS Money file.
> How can I add her account without losing the SSN and pin
> settings for my current Wells Fargo Account??


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

That way Money treats them as separate institutions and makes
separate OFX requests with separate access info.
  #-1  
Old 09-26-2003, 06:27 PM
Tony Butitta
Guest
 
Posts: n/a
Default Online Services conflict.

I have MS Money 2004 and connect to Wells Fargo for
background banking.

I want to add my fiancee's Wells Fargo account to my MS
Money file. We got Wells Fargo to set her account up for
MS Money and send us the required PIN.

When I go through Money's interface to setup an on-line
account, it looks like I can only enter one SSN and one
pin per MS Money file.

How can I add her account without losing the SSN and pin
settings for my current Wells Fargo Account??

Thanks, Tony
 

Tags
conflict, online, services
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