Multiple bank accounts at same bank

Multiple bank accounts at same bank

Post by VGFmZn » Sat, 05 Jan 2008 05:23:00


Greetings

We have set up multiple accounts and one credit card at the same bank (TD
Canada Trust in Canada) and it appears that the credit card activity is
downloaded without problem but all other accounts inport into the same Money
account( the credit card).

Is there something simple we missed in creating the accounts?

Thanks!
 
 
 

Multiple bank accounts at same bank

Post by Stev » Sat, 05 Jan 2008 05:43:55

=?Utf-8?B?VGFmZnk=?= < XXXX@XXXXX.COM > wrote on 03 Jan
2008 in group microsoft.public.money:


My experience is that you will get separate accounts in Money to match
the ones at the bank. Many Financial Institutions (FI) require that you
somehow "enable" your accounts for access by Money, usually by filling
in something on their web site or by calling their help desk.

My recommendation is to first call the FI's online banking support
center. This is probably a common problem for that bank. Other people
here may know of some problem in Money, so stay tuned.

--
Steve B.
New Life Home Improvement