2 different accounts with different sign-ins at same firm for

2 different accounts with different sign-ins at same firm for

Post by RGVuaX » Fri, 22 Oct 2004 07:11:03


"two accounts" in Money 2005 Premium yields:
Money offers two ways to look at an account (A group of transactions in
Money; each Money account reflects a single bank, brokerage, retirement,
loan, or credit card account. You can also create accounts to track assets,
such as your home or car.) : the Essential or the Advanced Account Register
 
 
 

2 different accounts with different sign-ins at same firm for

Post by via_newsgr » Fri, 22 Oct 2004 07:21:27


Dang. You are right. That is an effect of help being on line. It
changes. I hope it did not change because the technique no longer
works.

Create the new account but when you get to the "Assign a financial
institution" window specify that the institution is at "Fidelity
Dinis" 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.

 
 
 

2 different accounts with different sign-ins at same firm for

Post by emVuZGV » Sat, 23 Oct 2004 01:37:04

Thanks much for posting the workaround. I've been looking for this for some
time now.

-z