- quote -

Wish I could!

JB

Say it isn't so.

<johnbusc[at]hotmail.com> wrote in message
news:1096832760.710071.32090[at]k17g2000odb.googlegroups.com...
- quote -

John,

Which bank is it? Do you know whether they support Money directly or
are part of the new M05 Yodlee-based access?

Any bank that doesn't support Money directly will only work at the whim
of Yodlee. For example, Peoples Bank of CT recently upgraded their web
access but this hasn't been done at Yodlee yet. Therefore, trying to
setup Peoples Bank of CT via Yodlee fails while using the same login at
the Peoples website works just fine.

This is easy to test at Yodlee's OnCenter website since even if their
setup fails to connect using your setup info, you can click on its
auto-login to see which web page it takes you to for bank site access.

In the example above, one is taken to the old page which opens a
separate window for redirection to the new page. Yodlee doesn't know
how to handle this when trying to "scrape" the data to their interface.
Therefore, one gets a failure message.

Eventually they'll update their server database with the correct links
but until that time access either via Yodlee's site or within Money
2005 will fail!

Makes one skeptical about the long term usefulness of this engine
within the context of MS Money. Banks frequently change their sites so
for those banks that don't support Money directly, I forsee ongoing
connection failures within Money. By the time one is finally updated
at Yodlee another one will be failing and so on.

Experience is starting to show that the more MS tries to "simplify"
Money setup, the more problem-prone it becomes! It certainly seems
clear in near-hindsight that inserting another entity between your
banks and Money is only going to be trouble.

While I don't keep things as basic within Money as some on this forum,
there is certainly much truth in their admonishments to "KEEP IT
SIMPLE"!

Anyway John, post back with answers to my original questions and we'll
see if we can straighten you out. Thanks.

Regards,
JB



John wrote:
- quote -

I did sign in with my .net passport and I had originally
connected wtih my bank(through money 2005), downloading
checking and savings statements from within Money 2005.
After the inital setup (first time using money 2005) when
Updating all the online information I would get the error
message that the sign-in information is inncorrect. From
then on thats the only account that would not update.

Money would update my Credit Card accounts, MSN Bill Pay,
but the Bank account would get the error message. To try
and solve the problem I deleted the Bank account and tried
to Add it again but it did not work.

In microsoft.public.money, John wrote:

- quote -

In many cases the login to a financial institution OFX server uses a
different account number and password than the web access. I would
call customer service at the bank and ask what you need to do to use
Microsoft Money with them.

John,

With the addition of the Yodlee engine in M05, the answer to this
question has gotten significantly more complex than in prior versions.

Please post back with answers to the following:

1. Do you use a .NET Passport to login to Money?
2. Which bank are you trying to setup?
3. Does your bank support direct access from within Money?
4. Does your bank have different login requirements for setting up
within Money than they have for their web access?

Thanks,
JB


John wrote:
- quote -

I keep getting an error message stating that my sign-in
information doesn't match the bank's records, yet I know
the Login and Password to be correct. After recieving this
message I verified it on my bank's website, so I know the
information to be correct. I am typing it exactly the same
as I would on the sign-in page on my bank's website(I know
it is case-sensitive) yet money refuses to connect.


WinXP SP2
Money 2005 Premium