Here's the situation: My wife and I both have accounts at the same
investment firm. Since we have IRA's I cannot update both of our information
from one logon/password. My wife and I do, however, share some accounts.
So, I update my accounts and our shared accounts from my logon/password. I
update my wife's individual accounts from her logon/password. Money also
wants to update our shared accounts from my wife's logon/password but I've
told Money that the our shared accounts from her logon/password are "closed."
Money apparently can't handle this typical situation to determine that
accounts from different logon/passwords may actually be joint accounts.
Anyway, I've gotten around that but a new issue crept up within the last
month. My wife's logon/password was successfully updating her accounts.
Lately, however, her logon/password will update all of our shared accounts
and my individual accounts!! So, Money will add multiple duplicate accounts
to my account list for shared and my accounts and it will FAIL to update her
accounts. Money appears to be updating accounts successfully through my
logon/password and then will run her update using my logon/password! I've
re-setup her logon process many times and I've confirmed her update uses her
logon/password, not mine. So why would Money think it's updating her
information when in fact it tries to update mine twice? Strange I realize,
but I'm at a loss. The next step is to change to Quicken.

Re: Investment updates blow up by Cal

Cal
Thu Jun 29 19:21:26 CDT 2006

In microsoft.public.money, BC wrote:

>Here's the situation: My wife and I both have accounts at the same
>investment firm. Since we have IRA's I cannot update both of our information
>from one logon/password. My wife and I do, however, share some accounts.
>So, I update my accounts and our shared accounts from my logon/password. I
>update my wife's individual accounts from her logon/password. Money also
>wants to update our shared accounts from my wife's logon/password but I've
>told Money that the our shared accounts from her logon/password are "closed."
> Money apparently can't handle this typical situation to determine that
>accounts from different logon/passwords may actually be joint accounts.
>Anyway, I've gotten around that but a new issue crept up within the last
>month. My wife's logon/password was successfully updating her accounts.
>Lately, however, her logon/password will update all of our shared accounts
>and my individual accounts!! So, Money will add multiple duplicate accounts
>to my account list for shared and my accounts and it will FAIL to update her
>accounts. Money appears to be updating accounts successfully through my
>logon/password and then will run her update using my logon/password! I've
>re-setup her logon process many times and I've confirmed her update uses her
>logon/password, not mine. So why would Money think it's updating her
>information when in fact it tries to update mine twice? Strange I realize,
>but I'm at a loss. The next step is to change to Quicken.

Really? What program are you running now?

Re: Investment updates blow up by BC

BC
Thu Jun 29 21:06:01 CDT 2006

Money 2006 Deluxe

"Cal Learner-- MVP" wrote:

> In microsoft.public.money, BC wrote:
>
> >Here's the situation: My wife and I both have accounts at the same
> >investment firm. Since we have IRA's I cannot update both of our information
> >from one logon/password. My wife and I do, however, share some accounts.
> >So, I update my accounts and our shared accounts from my logon/password. I
> >update my wife's individual accounts from her logon/password. Money also
> >wants to update our shared accounts from my wife's logon/password but I've
> >told Money that the our shared accounts from her logon/password are "closed."
> > Money apparently can't handle this typical situation to determine that
> >accounts from different logon/passwords may actually be joint accounts.
> >Anyway, I've gotten around that but a new issue crept up within the last
> >month. My wife's logon/password was successfully updating her accounts.
> >Lately, however, her logon/password will update all of our shared accounts
> >and my individual accounts!! So, Money will add multiple duplicate accounts
> >to my account list for shared and my accounts and it will FAIL to update her
> >accounts. Money appears to be updating accounts successfully through my
> >logon/password and then will run her update using my logon/password! I've
> >re-setup her logon process many times and I've confirmed her update uses her
> >logon/password, not mine. So why would Money think it's updating her
> >information when in fact it tries to update mine twice? Strange I realize,
> >but I'm at a loss. The next step is to change to Quicken.
>
> Really? What program are you running now?
>

Re: Investment updates blow up by Michael

Michael
Sun Jul 02 19:12:27 CDT 2006

Which investment firm? I'm in a similar position and haven't had any problem
getting all of our accounts to download via the same logon/password.

--
Michael Gordon
MVP


"BC" <BC@discussions.microsoft.com> wrote in message
news:1D504833-79FB-454F-B387-A332A3936707@microsoft.com...
> Here's the situation: My wife and I both have accounts at the same
> investment firm. Since we have IRA's I cannot update both of our
> information
> from one logon/password. My wife and I do, however, share some accounts.
> So, I update my accounts and our shared accounts from my logon/password.
> I
> update my wife's individual accounts from her logon/password. Money also
> wants to update our shared accounts from my wife's logon/password but I've
> told Money that the our shared accounts from her logon/password are
> "closed."
> Money apparently can't handle this typical situation to determine that
> accounts from different logon/passwords may actually be joint accounts.
> Anyway, I've gotten around that but a new issue crept up within the last
> month. My wife's logon/password was successfully updating her accounts.
> Lately, however, her logon/password will update all of our shared accounts
> and my individual accounts!! So, Money will add multiple duplicate
> accounts
> to my account list for shared and my accounts and it will FAIL to update
> her
> accounts. Money appears to be updating accounts successfully through my
> logon/password and then will run her update using my logon/password! I've
> re-setup her logon process many times and I've confirmed her update uses
> her
> logon/password, not mine. So why would Money think it's updating her
> information when in fact it tries to update mine twice? Strange I
> realize,
> but I'm at a loss. The next step is to change to Quicken.