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jalryan's avatar
jalryan
Copper Contributor
Jun 16, 2020

Money in Excel - Dual accounts not allowed

New Money in Excel user.  Spouse and I both have 401k accounts with the same institution. Money in Excel will not let me import both accounts.  Hoping this can be a future fix.  I tried to combine the accounts at the institution, but they don't allow combining 401k accounts

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  • jonesie's avatar
    jonesie
    Copper Contributor
    Jun 19, 2020
    Just discovered the same thing tonight. I'd imagine this is a dealbreaker for many couples. No data is better than incomplete data. Hope it gets fixed soon!
    • iliachristman's avatar
      iliachristman
      Copper Contributor
      Sep 18, 2020

      jonesie 

       

      I had the same issue with our bank.   To ensure we could get all data, we needed all accounts to be 'joint'.  With this, all accounts showed under a single log in and could be successfully loaded into Money.  Same was true with our IRA/TSP accounts and making them 'joint' corrected the issue as well.

       

      Hope this is of help.

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