multiple user accounts

Brad's Avatar

Brad

16 Apr, 2015 05:24 AM

My wife and I have separate credit cards with separate user names and passwords, but at the same banks. It seems that the system prompts for a username and password once, and then assumes those credentials are valid for the other cards at the same bank. This results in "Account not found" errors. The only way to get around it is to download the accounts under the first username one at a time, then "Forget online passwords," and then download the accounts under the other username one at a time. This is tedious.

Is there a better way? What would be nice would be if the system recognized "Profiles," which would consist of a set of credentials at a bank. A profile would then be assigned to each account.

  1. 1 Posted by -Kevin N. on 16 Apr, 2015 02:13 PM

    -Kevin N.'s Avatar

    Hi Brad,

    Holding separate accounts at the same bank is absolutely doable in Moneydance.

    I would guess that your issue is the result of not properly setting up the Online Banking routine.

    I would suggest disabling Online Banking for both accounts

    You should then set up Online Banking for the first account.
    Follow the prompts, take your time.
    There are options that must be properly selected or your account will not map correctly.

    Once the first account is set up, move on to the next account.

    When you go to set up the next account, click the 'New Connection' button (even though your financial institution is already listed in the drop-down list)
    Again, follow the prompts, take your time.

    So as to have Moneydance remember the user names and passwords, go to File > Encryption.
    Fill out the resulting form.
    Moneydance may prompt you one more time for the usernames and passwords so as to 'Learn' them.

    HTH -Kevin N.

  2. 2 Posted by Brad on 16 Apr, 2015 02:20 PM

    Brad's Avatar

    I see, so the credentials are stored under the connection, and a bank can have multiple connections. I will give it a try.

    Let's say I have two connections to AMEX. After I set this up, what happens if I want to subsequently add a new credit card, and assign it to one of the two connections? How do I distinguish between the two AMEX connections?

    What would be nice is if there were a way to name the connections, so that I could choose the correct one.

  3. 3 Posted by -Kevin N. on 16 Apr, 2015 02:36 PM

    -Kevin N.'s Avatar

    Hi Brad,

    I would assume that a new credit card would have a new and separate card number, therefore requiring it's own connection.

    -Kevin N.

  4. 4 Posted by Brad on 16 Apr, 2015 02:54 PM

    Brad's Avatar

    I get it now. I should create a new connection for every credit card, even if it uses the same username and password as an existing one.

  5. 5 Posted by -Kevin N. on 16 Apr, 2015 03:01 PM

    -Kevin N.'s Avatar

    Hi Brad,

    You are correct.
    Remember when setting up online banking, to have Moneydance opened to the account in question.
    Remember to click the 'New Connection' button for each connection.

    HTH -Kevin N.

  6. System closed this discussion on 19 Mar, 2016 04:56 AM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac