Any way to use 2 different log-ins for AmEx?
My wife and I have multiple AmEx credit cards (personal and business) with seperate log-ins. Previously, One Step Update was able to download transactions from both accounts. Now, if I log in with one account, it tells me the other accounts were not found and vice versa.
Anyone else having this issue and is there a work-around. I'm still able to access multiple sign-ins on my Truist and Charles Schwab accounts.
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Help > report a problem is in the quicken program?0
Yes, that is correct. When in your Quicken program, you would go up to the Help menu option at the very top. Report a problem is near the bottom of the list, about 3rd from the bottom usually.
Long-time AMEX member here:
My AMEX account has a "master card" that, if I use that login for OSU, I get the transactions of that card plus all transactions from any additional cards on that master account.
Then, each "additional card" under your "master card" can each have its own login. If you use one of those logins for OSU, you only get the transactions for that card.
This is the way it has worked for years. So, in my case, on my Quicken, I log into the master card account for OSU so I can see all transactions. My additional card members, who also use Quicken, log into their individual accounts in OSU to download just their transactions.
So, are your wife's cards a complelely separate account, or is she an additional card member on (your) master account? The downloads you get (i.e. all of them, or just one card's) are dependent on which account you use to log into OSU.
There is a known issue that the new AMEX EWC+ download setup doesn't (yet) know about the business cards.0
Oh, and there is nothing stopping you from setting up OSU on one Quicken instance to log into multiple card accounts.
For example, you could have three AMEX OSU logins in Quicken:
- The master account login which would download all transactions across all cards.
- The additional card account login for your spouse that would download just his/her transactions on that card.
- The additional card account login for your son that would download just his transactions on that card.
Hi @CAKMD, Can you please clarify what name is listed of the specific bank when you try to connect in Quicken? Thanks!