Money in Excel - Dual accounts not allowed

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Occasional Visitor

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

2 Replies
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!

@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.