Microsoft KB Archive/196728

Money: Online Banking Does Not Recognize New Account

PSS ID Number: Q196728 Article last modified on 06-29-1999

WINDOWS:6.0,7.0

WINDOWS

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The information in this article applies to:

 Microsoft Money 98 == Microsoft Money 99 == 

= SYMPTOMS =

When you create an account in Microsoft Money at a financial institution where you have already created one or more accounts owned by a different person, you may experience the following symptoms:


 * The financial institution does not recognize or acknowledge the account.
 * When you use Online Banking, the financial institution sends you information only about the new account.
 * When you use Online Banking, you receive a message stating that the account does not exist at the financial institution, or that the information you supplied is invalid.

= CAUSE =

This behavior can occur because Money allows only one account owner for each financial institution in a Money file. Two people cannot own separate accounts at the same financial institution in a single Money file, although they can own any number of accounts jointly.

= RESOLUTION =

To resolve this issue, create a second copy of the financial institution in Money for the additional account. To do this, follow these steps:

NOTE: After you complete these steps, you must make a separate call to the financial institution for each account owner when you use Online Banking.

  If Online Banking is enabled for the additional account, disable it. For more information about how to do this in Money 98, please see the following article in the Microsoft Knowledge Base: Q175728 Money 98: How to Disable and Enable Your Online Accounts NOTE: If the icon for the account in Account Manager appears with a lightning bolt, the account is enabled for Online Banking.   In Account Manager, double-click the account owned by the second person.   On the left side of the screen, click Details.   Click Modify.   In the New Name box, type the name of the financial institution followed by your initials, and then click OK. </li>  Click Online Setup. </li>  When you are prompted to change the name for all accounts at this financial institution, click No. </li>  Click Online Setup. </li>  Click Investigate Offerings, and then follow the instructions on the screen to set up the financial institution with the correct information. NOTE: When you are prompted for the name of the financial institution, type the actual name of the financial institution. </li>  Click Set Up Online Services, and then follow the instructions on the screen to finish setting up Online Services for the new account. </li></ol>

NOTE: If you are using Money 99, click Set Up Direct Services.

= MORE INFORMATION =

When you create a new account with a different owner at the same financial institution, the information for the new account replaces the information for the first account in the Money file.

If your financial institution supports it, you may be able to link both owners’ accounts to a single user name and password. For more information, contact your financial institution.

Additional query words: w_money 6.0 7.0 hat server found

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========================================================= Keywords : kbonline kbimu Version : WINDOWS:6.0,7.0 Platform : WINDOWS Issue type : kbprb ============================================================================= Copyright Microsoft Corporation 1999.