Microsoft KB Archive/814143

= You cannot create multiple users in the same financial institution in Money =

Article ID: 814143

Article Last Modified on 11/22/2006

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APPLIES TO


 * Microsoft Money 2007 Deluxe
 * Microsoft Money 2007 Home & Business
 * Microsoft Money 2007 Premium
 * Microsoft Money 2006 Deluxe
 * Microsoft Money 2006 Small Business
 * Microsoft Money 2006 Premium
 * Microsoft Money 2006 Standard
 * Microsoft Money 2005 Deluxe Edition
 * Microsoft Money 2005 Premium Edition
 * Microsoft Money 2005 Small Business Edition
 * Microsoft Money 2005 Standard Edition
 * Microsoft Money 2004 Deluxe Edition
 * Microsoft Money 2004 Premium Edition
 * Microsoft Money 2004 Small Business Edition
 * Microsoft Money 2004 Standard Edition
 * Microsoft Money 2003 Deluxe Edition
 * Microsoft Money 2003 Deluxe and Business Edition
 * Microsoft Money 2003 Standard Edition
 * Microsoft Money 2003 Suite
 * Microsoft Money 2002 Standard Edition
 * Microsoft Money 2002 Deluxe Edition
 * Microsoft Money Essentials

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SYMPTOMS
When you try to set up online services for multiple users at the same financial institution in Microsoft Money, you cannot do so. You can modify the properties of the first account. But you cannot add a new one.



CAUSE
This issue occurs because Money differentiates online services by the name of the financial institution and the log on credentials.



RESOLUTION
To resolve this issue, use one of the following methods.

Note These steps only apply to direct online services for accounts that have unique online setup information (ID and password). You do not have to do this if you use the same online ID and password for all the accounts that you have at this bank, or if you do online banking through your bank's Web site.

Link the accounts
If you and your partner hold accounts at one bank or broker and you both want to access the accounts through online services, contact the bank or broker to see whether they can link the accounts. By doing this, you can use the same user ID and password to log on to either account.

You cannot link the accounts
If your bank or broker cannot link your accounts, you can still set up online services for each account. To do this, follow these steps:
 * 1) Click Accounts and Bills, and then click Online Services Manager.
 * 2) Click Specify where accounts are held.
 * 3) Double-click the account that you want to set up with a different user ID and pin number.
 * 4) In the text box to the right of Held at, type the new name for the financial institution as   -.
 * 5) Click OK, and then click Done.
 * 6) In the Online Services Manager, click Change Financial Institution for the renamed bank.
 * 7) Complete the online services setup.

The second user's account is not yet set up
If you have to set up the second account, follow these steps:
 * 1) Click Accounts and Bills, and then click Account Setup.
 * 2) Click Add a new account.
 * 3) In the text box to the right of Held at, type the new name for the financial institution as   -.
 * 4) Click Next, and then follow the prompts to finish account setup.
 * 5) Setup online services. Money will not separate the two financial institutions.



Use multiple log on IDs to connect to your financial institution in Money
You can connect to your financial institution by using multiple log on IDs in Microsoft Money 2005 and later versions.

If you and your business partner have different banking accounts at the same bank, you can use different user names to access the accounts online. You can set up both the banking accounts to receive online updates in Money. Because there are two user names, the same bank will be listed for each user name in the Money account list.

Note You cannot set up different banking accounts to receive online updates in earlier versions of Money.

To set up different banking accounts to receive online updates, follow these steps:  Create the first banking account. To do this, follow these steps:  Start Money. Click the Banking tab, and then click Add a new account. Click Banking, and then click Next. Click your bank or brokerage in the list, and then click Next. Click OK in the Security Alert dialog box if you are prompted.</li> Type the sign-in information, and then click Continue.</li></ol> </li> Create the second banking account. To do this, follow these steps: <ol style="list-style-type: lower-alpha;"> Click the Banking tab, and then click Add a new account.</li> Click Banking, and then click Next.</li> Click the same bank or brokerage that you selected in step 1, and then click Next.</li> You will be prompted with a This bank or brokerage is already setup in Money dialog box. Select No, the new account has a different User ID in the dialog box, and then click Next.</li></ol> </li></ol>

After you create the two banking accounts, the bank name will be listed two times in the online services manager. If you want to use only one user name for both the banking accounts, contact your bank to see whether they can link the accounts. Then, you can update both the banking accounts in Money by using the same user ID and password.

Additional query words: add online accounts multiple bank several

Keywords: kbprb KB814143

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