multiple bank accounts

editb's Avatar

editb

28 Feb, 2019 06:21 PM

Hello... I am new to this software. I have 5 separate accounts at one bank. Right now when I "download all accounts" it downloads them separately and requires me to type in my password 5 times. One for each account. Is there a way to group these accounts together so I can do it only once? I have already set a master password. Thanks for your help.

  1. Support Staff 1 Posted by Ethan on 28 Feb, 2019 07:36 PM

    Ethan's Avatar

    Hello,

    In addition to setting up a password for your data file at File -> Passwords from the menu bar, did you also check the option in that window to store your passwords?

    Ethan
    Infinite Kind Support

  2. 2 Posted by editb on 28 Feb, 2019 09:28 PM

    editb's Avatar

    Yes I have. It remembered my account number for access to the bank 5 times but I had to type in my password.
    FYI I am working on a mac and I am current on all my software.

    Thanks… Ed

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