1 Credit Card, 2 numbers (mine and spouse) = PM fail

[Auto boy jet]

When importing my bank statements, PM fails to consolidate all the transactions for the account. It is 1 account, with a Primary and Co-Applicant VISA, each with a separate number. How do I get PM to recognize this?

[romad]

I believe that PM sees account numbers as being unique; thus it interprets your cc number ending in 1234 as one account and your wife's cc number ending in 1235 as a separate account. So you might try "editing" one of the numbers in the QIF/OFX/QFX to show the the other number. Otherwise, just manually enter to missed transactions.

[thomasl]

I believe that PM sees account numbers as being unique; thus it interprets your cc number ending in 1234 as one account and your wife's cc number ending in 1235 as a separate account. So you might try "editing" one of the numbers in the QIF/OFX/QFX to show the the other number. Otherwise, just manually enter to missed transactions.

I am running into the same issue, and I am wondering if you can explain to me how I can edit one of the numbers like you explained. I just got a new credit card because I was approved for Loans for people with bad credit, so I would like to edit my credit card number. I am a little confused here. Any help would be greatly appreciated. Thanks!

[romad]

I believe that PM sees account numbers as being unique; thus it interprets your cc number ending in 1234 as one account and your wife's cc number ending in 1235 as a separate account. So you might try "editing" one of the numbers in the QIF/OFX/QFX to show the the other number. Otherwise, just manually enter to missed transactions.

I am running into the same issue, and I am wondering if you can explain to me how I can edit one of the numbers like you explained. I am a little confused here. Any help would be greatly appreciated. Thanks!

You should be able to open the file in a text editor to make changes.