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| In microsoft.public.money, Barry wrote: - quote - > My bank states that it is online (CoastalFCU) via the money web site, so I
If you go to> upgraded to 2005 deluxe from 2004 deluxe. I can get all the way to the > point where I am promted inside of money for my banks username and password. > So I contact my bank about this and they state they currently do not support > the OFX file transfer. > I can download qif files from another site for my bank, but I bought 2005 > since it was stated that they were online. Where do I go from here? http://www.microsoft.com/money/banko...sationType=All and click your institution, and you have your browser set to allow such popups, you will see a popup that says in part "* This service is only available if you have Microsoft Money 2005. You will need to use Microsoft .NET Passport in order to access your account information. " That means that the institution does not provide direct connect OFX download, but that Money 2005 sends the information to Yodlee. They take your password and access the website of the FI. They glean the data, and pass that information back to Money. There have been problems with the Yodlee-accessed accounts. There is an automatically downloaded update to Money that is anticipated that may help this kind of access as well as other problems. Others have reported some success by putting in a support case with Microsoft and/or Yodlee. I will leave it to them to describe how that has worked for them. |
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| "Barry" <no_one[at]home.net> wrote in message news:%23J%234$8yyEHA.1192[at]tk2msftngp13.phx.gbl... - quote - > My bank states that it is online (CoastalFCU) via the money web site, so I
Call Money's support line and open a trouble ticket. It's free.> upgraded to 2005 deluxe from 2004 deluxe. I can get all the way to the > point where I am promted inside of money for my banks username and > password. > So I contact my bank about this and they state they currently do not > support > the OFX file transfer. > I can download qif files from another site for my bank, but I bought 2005 > since it was stated that they were online. Where do I go from here? |
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| My bank states that it is online (CoastalFCU) via the money web site, so I upgraded to 2005 deluxe from 2004 deluxe. I can get all the way to the point where I am promted inside of money for my banks username and password. So I contact my bank about this and they state they currently do not support the OFX file transfer. I can download qif files from another site for my bank, but I bought 2005 since it was stated that they were online. Where do I go from here? Thanks, Barry |
| Tags |
| bank, online, question |
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