CambriaOne
Wed Feb 23 12:31:04 CST 2005
I think what you suggested would work, but I took another approach, which was
going to both institutions and adding access to the "other" account in each
case, to the account that was properly downloading. So, with one sign-on I
am getting both accounts download. It's not how I wanted to do it,
particularly in the case of my wife's and CC account and may indeed try your
sugestion some time when I have more time to devote to it. This worked, so I
may not fool with it under the "if it works, don't..." belief.
I had considered deleteing her account and starting over, but as someone
else had noted, if I tried to delete ONE account at the financial
institution, '05 wanted to delete BOTH and all records. Not an option.
Thanks for the help. I am a 12-15 year MS $ user and it astounds me this
one operates so far from the logic of previous versions without clear
enhancements, for me.
"Cal Learner-- MVP" wrote:
> In microsoft.public.money, CambriaOne wrote:
>
> >I have searched and cannot find the "other thread" referenced in this
> >posting. I have similar problems in that my wife and I have separate credit
> >card accounts at the same institution and at another institution we have both
> >checking and savings accounts. I cannot seem to get 05 to allow me two
> >separate accounts with two separate sign-ons in either of these cases. These
> >aren't small, local institutions and I never had the problem with MS 03.
> >What is the solution?
>
> Here is "the other thread":
>
http://groups-beta.google.com/groups?as_q=garnd&num=50&as_scoring=d&hl=en&btnG=Google+Search&as_epq=&as_oq=&as_eq=&as_ugroup=microsoft.public.money&as_usubject=Multiple+accounts+at+a+single+financial+institution&as_uauthors=&as_umsgid=&lr=&as_drrb=q&as_qdr=&as_mind=12&as_minm=5&as_miny=1981&as_maxd=22&as_maxm=2&as_maxy=2005&safe=images
>
> The suggestion was this:
> =====================================
>
>
> If you have different login credentials, this is something I think
> will work for you. Keep an extra copy/backup of your file in case
> you do not like the result.
>
> Create the new account but when you get to the "Assign a financial
> institution" window specify that the institution is at "MyBank
> Alice" or some such. Then on the next window you "Confirm the name
> of your financial institution" to MyBank from the list. If you
> already have the accounts, try changing the Financial Institution in
> the Account Details. You might have to stop online access for that
> institution first. Make your changes. Then set up online access
> again.
>
>
> The plan is that Money treat them as separate institutions and makes
> separate requests with separate access info.
>
>
> This has not come up for Money 2005 that I remember, so there may be
> some factor that I am not considering. Let us know how it works for
> you.
>
> =============================================================
>
>
> >
> >"Cal Learner-- MVP" wrote:
> >
> >> In microsoft.public.money, garnd wrote:
> >>
> >> >MM 05
> >>
> >> I was glad to read on the other thread that you solved this.
> >> Question: do you have a Passport on your file?
> >>
> >> >
> >> >"Cal Learner-- MVP" wrote:
> >> >
> >> >> In microsoft.public.money, garnd wrote:
> >> >>
> >> >> >How do i set up auto-online updates when u have multiple accounts at one bank
> >> >> >w/ different IDs and pswds?
> >> >>
> >> >> What program are you using?
> >> >>
> >> >>
> >>
> >>
>
>