Money is limited to one credit card account per credit card company.


B

barry milliken

My wife and I have seperate american express card accounts (not 2 cards on
the same account).
On the web we have separate login ids and passwords to Amex.

Money seems to assume and only allows one logon id per financial institution
for automatic downloads.
So I can set up my account for automatic downloads. But then I cannot set up
her's.

Is there any way around this limitation?

Barry Milliken
 
C

Cal Learner

My wife and I have seperate american express card accounts (not 2 cards on
the same account).
On the web we have separate login ids and passwords to Amex.

Money seems to assume and only allows one logon id per financial institution
for automatic downloads.
So I can set up my account for automatic downloads. But then I cannot set up
her's.

Is there any way around this limitation?
Create the new account but when you get to the "Assign a financial
institution" window specify that the institution is at "Amex Wife"
or some such. Then if you see "Confirm the name of
your financial institution" select American Express from the list.

That way Money treats them as separate institutions and makes
separate OFX requests with separate access info.
 
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A

arthur

May not be acceptable to others but I use separate .mny files for
different family members. For a total view eg husband + wife I create
a spreadsheet per year by month ie 12 columns. Once per month I
update the spreadsheet with the monthly money account numbers. A
block of rows is assigned to the person.

arthur
==
 
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B

barry milliken

I discovered the same workaround but with a twist.
These accounts had already been created and imported from Quicken which I
had used without downloads.
And both had the same institution. Once I set up my account for downloads,
Money assumes all other accounts set up for the same institution will
downlaod from the same login id. So too fool Money I had to change the
institution on my wife's to a made up name.
Only then would money display the option to "setup online updates". I
clicked on that, which takes you through the steps on selecting a financial
institution from Money's list. I picked "American express card". Money
then noticed that there already is an account with that institution and asks
if it has same login or separate. I clicked separate and then was able to
store her id and password.

Microsoft needs to fix this. Very few people could figure this out.

Barry.
 

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