Money 2003 Deluxe & Business - sync more than one account at same bank

Money 2003 Deluxe & Business - sync more than one account at same bank

Post by Matt » Sun, 16 Nov 2003 13:29:58


I have separate business and personal accounts at the
same bank - the bank login is different for each of
these, and I can only seem to get Money set up to
download one set of account information (one set of IDs
and passwords) for each financial institution - anyone
know of a way to set it up to download all the accounts
even if they have different log ins?

Thanks,

Matt
 
 
 

Money 2003 Deluxe & Business - sync more than one account at same bank

Post by via_newsgr » Sun, 16 Nov 2003 13:39:06


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

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