Forum Discussion
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 th...
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!
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.