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| In microsoft.public.money, "Sally K" <Sally K[at]discussions.microsoft.com> wrote: - quote - > I am running 2004 standard. Recently my bank converted from providing only
Care to name the bank?> web statements and downloadable OFC files to direct connection through Money. > I can no longer download OFC files from the website I must use the direct > connection. My bank is listed as one that provides the services but I cannot > get Money to set it up connect directly. There is no opportunity to enter > the account number and password. Is there an upgrade available for this > program? If so where can I get it? I have spent endless hours searching the > microsoft site looking for one. My version of Money has not "expired" for > downloads. I attempted to set up the bank again as a new account but still > Money did not allow me to enter the needed information to access the data. > HELP!! Am now printing the transaction histories and entering them manually. Otherwise go to http://www.microsoft.com/money/banko...Type=BanksOnly and see if your bank description says this when you click thru to it: ================================================== ============== * 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. Your financial institution may offer an alternative means of downloading statements and transactions from their web site into Microsoft Money 2004 and earlier. Please contact them for more information.. ================================================== ================== If so, that bank does not offer OFX direct connections. In that case Money 2005, but not 2004, would get the data via Yodlee. |
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| Try removing the financial institution information in the Account Details and then re-adding it. This will reset Money's knowledge of how to interact with the bank. "Sally K" <Sally K[at]discussions.microsoft.com> wrote in message news:0246EDA7-3DE2-4B60-88C7-78BC407149FF[at]microsoft.com... - quote - > I am running 2004 standard. Recently my bank converted from providing only > web statements and downloadable OFC files to direct connection through Money. > I can no longer download OFC files from the website I must use the direct > connection. My bank is listed as one that provides the services but I cannot > get Money to set it up connect directly. There is no opportunity to enter > the account number and password. Is there an upgrade available for this > program? If so where can I get it? I have spent endless hours searching the > microsoft site looking for one. My version of Money has not "expired" for > downloads. I attempted to set up the bank again as a new account but still > Money did not allow me to enter the needed information to access the data. > HELP!! Am now printing the transaction histories and entering them manually. > Thanks. |
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| I am running 2004 standard. Recently my bank converted from providing only web statements and downloadable OFC files to direct connection through Money. I can no longer download OFC files from the website I must use the direct connection. My bank is listed as one that provides the services but I cannot get Money to set it up connect directly. There is no opportunity to enter the account number and password. Is there an upgrade available for this program? If so where can I get it? I have spent endless hours searching the microsoft site looking for one. My version of Money has not "expired" for downloads. I attempted to set up the bank again as a new account but still Money did not allow me to enter the needed information to access the data. HELP!! Am now printing the transaction histories and entering them manually. Thanks. |
| Tags |
| 2004, banking, money, services |
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