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  #19  
Old 12-08-2004, 12:18 PM
Dick Watson
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Posts: n/a
Default Re: How to stop accounts from being uploaded to MSN Money

That does it then. Thanks for the data point.

"Jay Baker" <jaycsco[at]myway.com> wrote in message
news:1102507483.88834[at]sj-nntpcache-5...
- quote -

> Thanks for the suggestion but I have followed those directions. One of the
> very first screens says that by removing the data from MSN will prohibit
> the downloading of my accounts that are only supported via Yodlee.



  #18  
Old 12-08-2004, 11:08 AM
Jay Baker
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Posts: n/a
Default Re: How to stop accounts from being uploaded to MSN Money

Dick,

Nope, disabling the upload of my accounts shuts down the download capability
from Yodlee.

Jay

Dick Watson wrote:
- quote -

> Jay, please let us know if this helps you get to the point where you can
> Yodlee without MSNmoney store of your account data.
> "Thomas Humphrey" <humphreysu[at]AOL.COM> wrote in message
> news:v7utd.613$SA3.438[at]fe07.lga...
> > This link explains it here...
> > http://help.msn.com/!data/en_us/data/money05_content.its51/$content$/Money_Roaming_LimitDataToASingleComputer.htm##
> > > Limit data to a single computer
> > > If you do not want to synchronize your Money data with the MSN Money

> > service, you can turn off that feature; however, you will only be able to
> > access your Money data from the computer where you save your Money file.
> > > 1. Go to the Microsoft Money 2005 Settings page.

> > 2. Click Access your Money data on the Web.
> > 3. Follow the instructions on the screen.

  #17  
Old 12-08-2004, 11:07 AM
Jay Baker
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Posts: n/a
Default Re: How to stop accounts from being uploaded to MSN Money

Thomas,

Thanks for the suggestion but I have followed those directions. One of the very
first screens says that by removing the data from MSN will prohibit the
downloading of my accounts that are only supported via Yodlee.

The issue still is being able to download accounts via Yodlee without having
your accounts uploaded to MSN. I am starting to be convinced that there isn't a way.

Jay

Thomas Humphrey wrote:
- quote -

> This link explains it here...
> http://help.msn.com/!data/en_us/data/money05_content.its51/$content$/Money_Roaming_LimitDataToASingleComputer.htm##
> Limit data to a single computer
> If you do not want to synchronize your Money data with the MSN Money
> service, you can turn off that feature; however, you will only be able to
> access your Money data from the computer where you save your Money file.
> 1. Go to the Microsoft Money 2005 Settings page.
> 2. Click Access your Money data on the Web.
> 3. Follow the instructions on the screen.
> "Jay Baker" <jaycsco[at]myway.com> wrote in message
> news:1102443791.75543[at]sj-nntpcache-5...
> > All,
> > > I am logging in using my passport as I want to be able to download some

> > credit card accounts thru Yodlee. However, I don't want my checking
> > account and all it's details to be uploaded to MSN.... is there a way to
> > prevent an account from being uploaded while still being able to download
> > via Yodlee?
> > > Thanks,

> > Jay

  #16  
Old 12-08-2004, 11:05 AM
Jay Baker
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Posts: n/a
Default Re: How to stop accounts from being uploaded to MSN Money

SJCOHEN730 wrote:
- quote -

> > . I
> > don't think the essential stuff is directly obtained from MSN, but the
> > format,
> > etc. is very close. I wonder if MS will even have a boxed, standalone Money
> > in a
> > few years. They're already making it more and more difficult to use the
> > product w/o MSN... next step is to drop it altogether and move it all to
> > their
> > servers adn charge a yearly subscription. At least that's my fear.
> > All I know is that I am using Money 2005 the same way I've used the product

> for the last 9 years. No visable problem. I post my transactions manually, get
> my investment updates continually (new) and have nothing to do with MSN except
> to occasionally look at their web site. I use AOL. For me, at least, the
> problems you and Dick describe are not there yet. I'm sure glad I don't
> download my checking and credit card data into Money. Steve


For this, I agree with what you wrote as you indicated you're not downloading
information from Yodlee. If you were to set this up, my experience is that it
will force the sync to MSN and all your account data will be uploaded.

Jay
  #15  
Old 12-08-2004, 02:44 AM
Dick Watson
Guest
 
Posts: n/a
Default Re: How to stop accounts from being uploaded to MSN Money

Jay, please let us know if this helps you get to the point where you can
Yodlee without MSNmoney store of your account data.

"Thomas Humphrey" <humphreysu[at]AOL.COM> wrote in message
news:v7utd.613$SA3.438[at]fe07.lga...
- quote -

> This link explains it here...
> http://help.msn.com/!data/en_us/data/money05_content.its51/$content$/Money_Roaming_LimitDataToASingleComputer.htm##
> Limit data to a single computer
> If you do not want to synchronize your Money data with the MSN Money
> service, you can turn off that feature; however, you will only be able to
> access your Money data from the computer where you save your Money file.
> 1. Go to the Microsoft Money 2005 Settings page.
> 2. Click Access your Money data on the Web.
> 3. Follow the instructions on the screen.



  #14  
Old 12-08-2004, 01:59 AM
Thomas Humphrey
Guest
 
Posts: n/a
Default Re: How to stop accounts from being uploaded to MSN Money

This link explains it here...
http://help.msn.com/!data/en_us/data/money05_content.its51/$content$/Money_Roaming_LimitDataToASingleComputer.htm##

Limit data to a single computer

If you do not want to synchronize your Money data with the MSN Money
service, you can turn off that feature; however, you will only be able to
access your Money data from the computer where you save your Money file.

1. Go to the Microsoft Money 2005 Settings page.
2. Click Access your Money data on the Web.
3. Follow the instructions on the screen.

"Jay Baker" <jaycsco[at]myway.com> wrote in message
news:1102443791.75543[at]sj-nntpcache-5...
- quote -

> All,
> I am logging in using my passport as I want to be able to download some
> credit card accounts thru Yodlee. However, I don't want my checking
> account and all it's details to be uploaded to MSN.... is there a way to
> prevent an account from being uploaded while still being able to download
> via Yodlee?
> Thanks,
> Jay



  #13  
Old 12-08-2004, 01:50 AM
SJCOHEN730
Guest
 
Posts: n/a
Default Re: How to stop accounts from being uploaded to MSN Money

- quote -

> . I
> don't think the essential stuff is directly obtained from MSN, but the
> format,
> etc. is very close. I wonder if MS will even have a boxed, standalone Money
> in a
> few years. They're already making it more and more difficult to use the
> product w/o MSN... next step is to drop it altogether and move it all to
> their
> servers adn charge a yearly subscription. At least that's my fear.

All I know is that I am using Money 2005 the same way I've used the product
for the last 9 years. No visable problem. I post my transactions manually, get
my investment updates continually (new) and have nothing to do with MSN except
to occasionally look at their web site. I use AOL. For me, at least, the
problems you and Dick describe are not there yet. I'm sure glad I don't
download my checking and credit card data into Money. Steve
  #12  
Old 12-07-2004, 11:57 PM
Jay Baker
Guest
 
Posts: n/a
Default Re: How to stop accounts from being uploaded to MSN Money

Dick Watson wrote:
- quote -

> Wow. I guess I have some FAQs to update.
> From this, I'd also infer that the Yodlee coupling to SyncWithTheWeb is
> because they implemented MSNmoney<--Yodlee (usable for oh, so much more than
> just Money As We Knew It) and let the existing Money<--> MSNmoney synch stuff
> take care of the balance of the link. This is just a slightly-educated
> guess.
> That also leaves me wondering if an Essential Register is anything more than
> a view of MSNmoney that APPEARS to be hosted locally. Is Essential Register
> usable without Yodlee integration? (I.e., with an existing OFX provider,
> say?) Has anybody used Essential Register enough to shed light on this
> question? (Or used it at all, for that matter?)
> If I didn't hope for better in spite of all the contrary evidence, I'd think
> Microsoft **Really Is** on a path to eliminate Money As We Knew It. I may
> even have to update the Money2005 page.
> "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
> news:u2bcr091sbfl0m7ukesr2hids69vtpqbt1[at]4ax.com...
> > I believe a requires b requires c.

Dick,

What I don't understand is why they require you to upload all your accounts just
to use Yodlee to download one of them. But there doesn't appear to be any way of
telling it whether to upload or not... it does them all. If you don't like it,
then you can't use the Yodlee stuff. Easy choice on my part.

I suspect that you're not far off the mark concerning the general trend... I
don't think the essential stuff is directly obtained from MSN, but the format,
etc. is very close. I wonder if MS will even have a boxed, standalone Money in a
few years. They're already making it more and more difficult to use the
product w/o MSN... next step is to drop it altogether and move it all to their
servers adn charge a yearly subscription. At least that's my fear.

I've been running a copy of Q05 along with M05 for a month now trying to figure
out which to stick with. I like M05 better in appearance and it's cash flow
feature, but Q05 is much faster in execution and doesn't appear to be headed
toward a future as a web only application.

Jay
  #11  
Old 12-07-2004, 09:45 PM
Dick Watson
Guest
 
Posts: n/a
Default Re: How to stop accounts from being uploaded to MSN Money

Wow. I guess I have some FAQs to update.

From this, I'd also infer that the Yodlee coupling to SyncWithTheWeb is
because they implemented MSNmoney<--Yodlee (usable for oh, so much more than
just Money As We Knew It) and let the existing Money<--> MSNmoney synch stuff
take care of the balance of the link. This is just a slightly-educated
guess.

That also leaves me wondering if an Essential Register is anything more than
a view of MSNmoney that APPEARS to be hosted locally. Is Essential Register
usable without Yodlee integration? (I.e., with an existing OFX provider,
say?) Has anybody used Essential Register enough to shed light on this
question? (Or used it at all, for that matter?)

If I didn't hope for better in spite of all the contrary evidence, I'd think
Microsoft **Really Is** on a path to eliminate Money As We Knew It. I may
even have to update the Money2005 page.

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:u2bcr091sbfl0m7ukesr2hids69vtpqbt1[at]4ax.com...
- quote -

> I believe a requires b requires c.


  #10  
Old 12-07-2004, 09:25 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: How to stop accounts from being uploaded to MSN Money

In microsoft.public.money, Jay Baker wrote:

- quote -

> From my experience, a requires b requires c. However, I may have missed some
> setting in M05 to stop the uploading of account info without removing the
> ability to use Yodlee... that's the question I have as to whether I should be
> able to.


I believe a requires b requires c.

You could have a different Money file for just that credit card.
Then QIF export data, and import as a statement into your
non-Passport file. Too much work. And changing credit cards is
normally so easy.

Unless you called 1-888-5-OPTOUT, you probably get lots of offers.

CitiCards and Discover are only some of the cards that do direct
access very well.


- quote -

> Jay
> Dick Watson wrote:
> > I read him to say he wanted to use the Yodlee access but not have his
> > account data synced with the web--i.e., stored on MSN so that he can look at
> > them via the MSN Money web page interface. I don't think he was worried
> > about the Passport, just about the storage of account data on MSN servers.
> > > My understanding was/is that those choices (a-Yodlee access, b-SyncWithWeb)

> > are not coupled. Both are dependent on using (c-Passport authentication),
> > but neither depends on or requires the other.
> > > a requires c

> > b requires c
> > a and b are independent
> > > Is this a correct understanding?

>

  #9  
Old 12-07-2004, 07:13 PM
Jay Baker
Guest
 
Posts: n/a
Default Re: How to stop accounts from being uploaded to MSN Money

From my experience, a requires b requires c. However, I may have missed some
setting in M05 to stop the uploading of account info without removing the
ability to use Yodlee... that's the question I have as to whether I should be
able to.

Jay

Dick Watson wrote:
- quote -

> I read him to say he wanted to use the Yodlee access but not have his
> account data synced with the web--i.e., stored on MSN so that he can look at
> them via the MSN Money web page interface. I don't think he was worried
> about the Passport, just about the storage of account data on MSN servers.
> My understanding was/is that those choices (a-Yodlee access, b-SyncWithWeb)
> are not coupled. Both are dependent on using (c-Passport authentication),
> but neither depends on or requires the other.
> a requires c
> b requires c
> a and b are independent
> Is this a correct understanding?
> "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
> news:1a2cr0hgn753dcmerufooood6e0tpfn0gi[at]4ax.com...
> > In microsoft.public.money, Dick Watson wrote:
> > > > > Let me understand: are you saying that Yodlee is dependent upon or

> coupled
> > > with enabling Sync With The Web???? (Whatever for?) If so, I probably

> have a
> > > FAQ or two to update.
> > > I am saying that if I don't have a Passport on my file, I cannot

> > have Yodlee access my FIs, and I cannot do roaming to allow my file
> > to be accessed on the web.
> > > I suspect Jay did not miss a simple method to do what he wants, but

> > I am not sure of it.

  #8  
Old 12-07-2004, 07:05 PM
Jay Baker
Guest
 
Posts: n/a
Default Re: How to stop accounts from being uploaded to MSN Money

The best I can figure, Dick is correct. For the Yodlee stuff to work (download a
credit card, for instance) the file has to have a Passport on it and, so far, I
haven't been able to stop M05 from uploading my other accounts to MSN. I tried
deleting them directly on MSN, but the next sync I did, it deleted the accounts
in my money file. Luckly, I had made a backup, so I restored it and disabled the
sync/Passport until someone can tell me how to do it.

I agree this should be something simple to do (use Yodlee with a Passport, but
not upload accounts to MSN) but I'm apparently not seeing how.

Jay

Cal Learner-- MVP wrote:
- quote -

> In microsoft.public.money, Dick Watson wrote:
> > Let me understand: are you saying that Yodlee is dependent upon or coupled
> > with enabling Sync With The Web???? (Whatever for?) If so, I probably have a
> > FAQ or two to update.

> I am saying that if I don't have a Passport on my file, I cannot
> have Yodlee access my FIs, and I cannot do roaming to allow my file
> to be accessed on the web.
> I suspect Jay did not miss a simple method to do what he wants, but
> I am not sure of it.

  #7  
Old 12-07-2004, 07:05 PM
Dick Watson
Guest
 
Posts: n/a
Default Re: How to stop accounts from being uploaded to MSN Money

I read him to say he wanted to use the Yodlee access but not have his
account data synced with the web--i.e., stored on MSN so that he can look at
them via the MSN Money web page interface. I don't think he was worried
about the Passport, just about the storage of account data on MSN servers.

My understanding was/is that those choices (a-Yodlee access, b-SyncWithWeb)
are not coupled. Both are dependent on using (c-Passport authentication),
but neither depends on or requires the other.

a requires c
b requires c
a and b are independent

Is this a correct understanding?

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:1a2cr0hgn753dcmerufooood6e0tpfn0gi[at]4ax.com...
- quote -

> In microsoft.public.money, Dick Watson wrote:
> > Let me understand: are you saying that Yodlee is dependent upon or

coupled
> > with enabling Sync With The Web???? (Whatever for?) If so, I probably

have a
> > FAQ or two to update.

> I am saying that if I don't have a Passport on my file, I cannot
> have Yodlee access my FIs, and I cannot do roaming to allow my file
> to be accessed on the web.
> I suspect Jay did not miss a simple method to do what he wants, but
> I am not sure of it.



  #6  
Old 12-07-2004, 06:55 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: How to stop accounts from being uploaded to MSN Money

In microsoft.public.money, Dick Watson wrote:

- quote -

> Let me understand: are you saying that Yodlee is dependent upon or coupled
> with enabling Sync With The Web???? (Whatever for?) If so, I probably have a
> FAQ or two to update.


I am saying that if I don't have a Passport on my file, I cannot
have Yodlee access my FIs, and I cannot do roaming to allow my file
to be accessed on the web.

I suspect Jay did not miss a simple method to do what he wants, but
I am not sure of it.


  #5  
Old 12-07-2004, 06:47 PM
Dick Watson
Guest
 
Posts: n/a
Default Re: How to stop accounts from being uploaded to MSN Money

Let me understand: are you saying that Yodlee is dependent upon or coupled
with enabling Sync With The Web???? (Whatever for?) If so, I probably have a
FAQ or two to update.

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:3f0cr0l2ac4t93qfn9kq5dsjhq3c9qntu1[at]4ax.com...
- quote -

> There are many good credit cards that have direct download of
> statements without Passport.



  #4  
Old 12-07-2004, 06:19 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: How to stop accounts from being uploaded to MSN Money

In microsoft.public.money, Jay Baker wrote:

- quote -

> Thanks for the idea, but no dice. It only asks for another user's passport
> address so that they can log into the website as themselves and look at my data
> (not at all the direction I want to go!) I only want to basically remove that
> data from the MSN servers, but still be able to use the Yodlee connection to a
> couple of credit cards. It's starting to look like that might not be possible.
> If so, I'll have to forgo the Yodlee thing because I really don't want MS to
> store my financial data.


There are many good credit cards that have direct download of
statements without Passport.

  #3  
Old 12-07-2004, 06:13 PM
Jay Baker
Guest
 
Posts: n/a
Default Re: How to stop accounts from being uploaded to MSN Money

Cal,

Thanks for the idea, but no dice. It only asks for another user's passport
address so that they can log into the website as themselves and look at my data
(not at all the direction I want to go!) I only want to basically remove that
data from the MSN servers, but still be able to use the Yodlee connection to a
couple of credit cards. It's starting to look like that might not be possible.
If so, I'll have to forgo the Yodlee thing because I really don't want MS to
store my financial data.

Thanks,
Jay

Cal Learner-- MVP wrote:
- quote -

> In microsoft.public.money, Jay Baker wrote:
> > Not that I'm aware of... I just went into the accounts window and clicked the
> > thing about setting up online accounts. I choose the credit card I wanted, and
> > that appeared to work. But at the same time, it uploaded all my other accounts
> > to MSN. It's this last part I want to ditch.

> I don't know. Try Tools-> Settings-> SharingOptions and see if you can
> accomplish what you want. Let us know.

  #2  
Old 12-07-2004, 06:09 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: How to stop accounts from being uploaded to MSN Money

In microsoft.public.money, Jay Baker wrote:

- quote -

> Not that I'm aware of... I just went into the accounts window and clicked the
> thing about setting up online accounts. I choose the credit card I wanted, and
> that appeared to work. But at the same time, it uploaded all my other accounts
> to MSN. It's this last part I want to ditch.


I don't know. Try Tools-> Settings-> SharingOptions and see if you can
accomplish what you want. Let us know.

  #1  
Old 12-07-2004, 06:02 PM
Jay Baker
Guest
 
Posts: n/a
Default Re: How to stop accounts from being uploaded to MSN Money

Not that I'm aware of... I just went into the accounts window and clicked the
thing about setting up online accounts. I choose the credit card I wanted, and
that appeared to work. But at the same time, it uploaded all my other accounts
to MSN. It's this last part I want to ditch.

Jay

Dick Watson wrote:
- quote -

> Have you set up the sync with the web feature or its dependent, the "file
> sharing" (ha!) feature?
> "Jay Baker" <jaycsco[at]myway.com> wrote in message
> news:1102443791.75543[at]sj-nntpcache-5...
> > I am logging in using my passport as I want to be able to download some

> credit
> > card accounts thru Yodlee. However, I don't want my checking account and

> all
> > it's details to be uploaded to MSN.... is there a way to prevent an

> account from
> > being uploaded while still being able to download via Yodlee?

 
Old 12-07-2004, 05:58 PM
Dick Watson
Guest
 
Posts: n/a
Default Re: How to stop accounts from being uploaded to MSN Money

Have you set up the sync with the web feature or its dependent, the "file
sharing" (ha!) feature?

"Jay Baker" <jaycsco[at]myway.com> wrote in message
news:1102443791.75543[at]sj-nntpcache-5...
- quote -

> I am logging in using my passport as I want to be able to download some
credit
> card accounts thru Yodlee. However, I don't want my checking account and

all
> it's details to be uploaded to MSN.... is there a way to prevent an

account from
> being uploaded while still being able to download via Yodlee?



 

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