Have you considered the possibility that Capitol One and Money 2004 just
don't work together? I don't know this to be a fact, I'm asserting a
possibility.

You seem like a good candidate for M05, the entire point of which seems to
be emphasis on online banking as an exclusive strategy of use. It may work
with Capitol One if Yodlee does.

As a new Money user, you might be surprised to learn that Money can provide
valuable financial management assistance without EVER connecting it to your
bank online. It does require more typing but proves much less problematic
for many users.

"pterostyrax" <pterostyrax[at]discussions.microsoft.com> wrote in message
news:BD59F9A9-7EB9-48AD-8C70-7F341B6450C2[at]microsoft.com...
- quote -

I am using Money 2004. In terms of intuitive, how about having buttons under
"Accounts & Bills" such as "Online credit card", "Online Bank", "Online
Mutual Fund", etc.

Also, as far as unintuitive goes, no one has yet given me instructions on
how to add an additional online credit card for Capitol One. Again, I would
appreciate any help on this matter.

"Dick Watson" wrote:

- quote -

No matter how simple Microsoft tries to make it, and simplifying this stuff
is virtually the only thing they've put any programming effort into for four
or five versions now, there are ALWAYS some people who still find it
complicated and unintuitive. I'm not sure what it would have to do for these
people to find it simple and intuitive.

"pterostyrax" <pterostyrax[at]discussions.microsoft.com> wrote in message
news:3BE0E6F6-4EA6-4013-9891-0EFD7F51029A[at]microsoft.com...
- quote -

"pterostyrax" <pterostyrax[at]discussions.microsoft.com> wrote in message
news:3BE0E6F6-4EA6-4013-9891-0EFD7F51029A[at]microsoft.com...
- quote -

Brand new MS Money user of what version?

Money 2005 just came out, but many of us continue to use Money 2004 and
earlier until a trial of Money 2005 is available, but from what's been
posted here, many things have been changed in Money 2005 from prior
versions.

--
Scott Tyler
agent_scotty-at-hotmail-dot-com

This did nothing for me. I tried following your incomplete directions. I
mentioned incomplete because there are a number of steps that were required
and I don't know if I chose the correct path or not. Here is what I did:

1. I clicked on Accounts & Bills, not "accounts". I assume this is what
you meant.
2. I then clicked on "add new account"
3. I clicked on "Not held at a bank, broker, or other financial
institution" because the "held at" option only listed accounts that I had
previously set up.
4. I then chose "credit card" as the type of account
5. I then named the account "Capitol One"
6. I then gave it the interest rate
7. I then entered a balance, etc.
7. I then told the "wizard" that it was a charge card
8. I then entered a credit limit
9. I told it not to AutoBalance the account
10. Told it when to remind me the bill is due
11. Told it that it had frequent flyer miles, but no programs to choose
from so I just arbitraritly named it "Frequent Flyer"
12. I then finished the setup

Next, following your advice, I

1. Clicked on "Accounts & Bills" (there was no "Accounts" option unless I
missed it).
2. I then clicked on "Online Service Manager" (there was no "Manage Online
Services" button, but I assume this is what you are talking about)
3. This brought up a screen with the following categories a) Banks and
brokerages that are set up for online; b) Banks and brokerages that have no
online services (the Capitol One account that I just set up was not listed);
and c) online payment services providers)

At this screen, there are no prompts to follow anything listed under the
"Banks and brokerages that have no online services" to set up Capitol One as
an online account. Exploring around, I found out that the "Capitol One"
account shows up if I click on "Specify where accounts are held", but the
"Capitol One" account shows up under "Unassigned Accounts" with no options to
do anything (such as assign) to it.

Is it just me, or is this an incredibly unintuitive procedure that I still
can't figure out how to do? I am a brand new MS Money user, in case this
helps others respond. I appreciate any help on this matter that you can
provide me.

"Joe Guidera" wrote:

- quote -

Generally this feature will work as long as the lending
company is under the LIST of Banks that Microsoft has
gathered of their service.


- quote -

Select accounts, then add a new account, select Credit for the type when
prompted. Enter the information about the account. Once the account has
been created, select Accounts, then Manage Online Services. Select the
"setup online services" link next to the account you just setup and follow
the prompts.

--

----------- Joe Guidera
jguidera[at]msn.com.remove

"pterostyrax" <pterostyrax[at]discussions.microsoft.com> wrote in message
news:04064275-4364-4D70-846D-393991A766D9[at]microsoft.com...
- quote -

It continuously amazes me how what should be extremely simple tasks to do are
incredibly difficult with useless help information. I want to set up a new
account with my Capitol One credit card. How do I accomplish this so that it
downloads my transactions rather than me having to manually enter them?