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#6
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| Thanks Mark.... Greg "Mark" wrote: - quote - > That's correct. If you only enabled Bill Pay services, you'll only be able > to send electronic payments. Since you did not enable "updates" you won't > get statements (transactions or balance updates). > -Mark > "rpgman" <rpgman[at]discussions.microsoft.com> wrote in message > news:5965398B-12B7-4766-8386-88686AAD2201[at]microsoft.com... > > ok, I think I got it... > > > I merged the manual checking account I was using into the bill-pay account > > that was created when I established online services with my bank > (BB&T).... > > > it works fine now... > > > just 1 more question.... > > > since I said 'no updates' to the online checking bill pay account.....the > > bank balance that was established (not the ending balance) will not get > > updated...is that correct? > > > "rpgman" wrote: > > > > question....I have been using Money 2005 and have been using MSN Billpay > > > manually thur the website and submitting when bills are paid then > manually > > > entering the payments into Money 2005..... > > > > > what I want to do is use the bank's online service utilizing bill pay > > > only....within Money 2005...having Money send the payment info to the > bank > > > and having it recorded in Money 2005.... > > > > > so this is what I've done....I started my online service with my bank > > > (BB&T)....but when I did that, it created a seperate checking account > with > > > the banks balance on it....what I want to do is simple just send payment > info > > > to BB&T and not receive any transactions from BB&T and use the checking > > > account I already had setup and was using manually... > > > > > any ideas on how to do this? > > > thanx, > > > Greg > > > > > > |
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#5
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| That's correct. If you only enabled Bill Pay services, you'll only be able to send electronic payments. Since you did not enable "updates" you won't get statements (transactions or balance updates). -Mark "rpgman" <rpgman[at]discussions.microsoft.com> wrote in message news:5965398B-12B7-4766-8386-88686AAD2201[at]microsoft.com... - quote - > ok, I think I got it... > I merged the manual checking account I was using into the bill-pay account > that was created when I established online services with my bank (BB&T).... > it works fine now... > just 1 more question.... > since I said 'no updates' to the online checking bill pay account.....the > bank balance that was established (not the ending balance) will not get > updated...is that correct? > "rpgman" wrote: > > question....I have been using Money 2005 and have been using MSN Billpay > > manually thur the website and submitting when bills are paid then manually > > entering the payments into Money 2005..... > > > what I want to do is use the bank's online service utilizing bill pay > > only....within Money 2005...having Money send the payment info to the bank > > and having it recorded in Money 2005.... > > > so this is what I've done....I started my online service with my bank > > (BB&T)....but when I did that, it created a seperate checking account with > > the banks balance on it....what I want to do is simple just send payment info > > to BB&T and not receive any transactions from BB&T and use the checking > > account I already had setup and was using manually... > > > any ideas on how to do this? > > thanx, > > Greg > > |
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#4
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| ok, I think I got it... I merged the manual checking account I was using into the bill-pay account that was created when I established online services with my bank (BB&T).... it works fine now... just 1 more question.... since I said 'no updates' to the online checking bill pay account.....the bank balance that was established (not the ending balance) will not get updated...is that correct? "rpgman" wrote: - quote - > question....I have been using Money 2005 and have been using MSN Billpay > manually thur the website and submitting when bills are paid then manually > entering the payments into Money 2005..... > what I want to do is use the bank's online service utilizing bill pay > only....within Money 2005...having Money send the payment info to the bank > and having it recorded in Money 2005.... > so this is what I've done....I started my online service with my bank > (BB&T)....but when I did that, it created a seperate checking account with > the banks balance on it....what I want to do is simple just send payment info > to BB&T and not receive any transactions from BB&T and use the checking > account I already had setup and was using manually... > any ideas on how to do this? > thanx, > Greg |
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#3
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| What you can do is to use the Merge Accounts feature to merge the newly created "online update and bill pay enabled" account with your existing account. Then you can talk with your bank to see if they can talk to your bank about only making it bill pay enabled. If (and once) the bank does this, Money will get notification of the service changes and allow you to modify the online services for that account. The problem may be in that the bank may not be able to disable 'just' the statement download portion of the service and allow you to still do bill pay. -Mark "rpgman" <rpgman[at]discussions.microsoft.com> wrote in message news:3F1319DE-68D6-433A-B8A1-FE8EB328C45C[at]microsoft.com... - quote - > thanx for the reply...maybe I didn't explain it correctly... > I did enable online services with my bank...BB&T.... > but, when I did that, it create another checking account that had the banks > balance in it....so, I had 2 checking accounts....how do I make the checking > account I was using manually, be able to do bill pay only..... > when I went to online services, it stated that BB&T was enabled for online > updates (which I don't want) and bill pay..... > I guess my question is how do I merge the 2 and continue to keep my own > balance so I can balance the account manually when the staements arrive... > thanx, > Greg > "Mark" wrote: > > Banks that support "Direct" (OFX) connectivity with Money typically provide > > two possible services:' > > 1. Statements (i.e. get the cleared transactions from the bank) > > 2. Bill Pay (use the bank's bill pay service to pay bills). > > > So, if you've confirmed with your bank that they offer these services with > > Money, you can simply enable online service in the account you were manually > > entering and this will allow you to download statements and/or pay bill from > > that account. If your bank does offer their own bill pay service that will > > work with Money, you might want to cancel the MSN Bill Pay service so that > > you are not paying for both and/or get confused over which bill pay service > > you are using. > > > If your bank does NOT offer Bill Pay within Money, then you could "merge" > > your MSN Bill pay account into manually created account if (and only if) you > > first enable statement download for that account, since you can only merge > > the MSN Bill Pay account with an "online enabled" account. > > > -Mark > > > "rpgman" <rpgman[at]discussions.microsoft.com> wrote in message > > news E5CC80A-F3D3-46C4-90EB-61C2322BE760[at]microsoft.com...> > > Please, anyone with an idea on how to do this? Or, is it me not > > understanding > > > Money 05? > > > Thanx, > > > Greg > > > > > "rpgman" wrote: > > > > > > question....I have been using Money 2005 and have been using MSN Billpay > > > > manually thur the website and submitting when bills are paid then > > manually > > > > entering the payments into Money 2005..... > > > > > > > what I want to do is use the bank's online service utilizing bill pay > > > > only....within Money 2005...having Money send the payment info to the > > bank > > > > and having it recorded in Money 2005.... > > > > > > > so this is what I've done....I started my online service with my bank > > > > (BB&T)....but when I did that, it created a seperate checking account > > with > > > > the banks balance on it....what I want to do is simple just send payment > > info > > > > to BB&T and not receive any transactions from BB&T and use the checking > > > > account I already had setup and was using manually... > > > > > > > any ideas on how to do this? > > > > thanx, > > > > Greg > > > > > > > > > > > |
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#2
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| thanx for the reply...maybe I didn't explain it correctly... I did enable online services with my bank...BB&T.... but, when I did that, it create another checking account that had the banks balance in it....so, I had 2 checking accounts....how do I make the checking account I was using manually, be able to do bill pay only..... when I went to online services, it stated that BB&T was enabled for online updates (which I don't want) and bill pay..... I guess my question is how do I merge the 2 and continue to keep my own balance so I can balance the account manually when the staements arrive... thanx, Greg "Mark" wrote: - quote - > Banks that support "Direct" (OFX) connectivity with Money typically provide > two possible services:' > 1. Statements (i.e. get the cleared transactions from the bank) > 2. Bill Pay (use the bank's bill pay service to pay bills). > So, if you've confirmed with your bank that they offer these services with > Money, you can simply enable online service in the account you were manually > entering and this will allow you to download statements and/or pay bill from > that account. If your bank does offer their own bill pay service that will > work with Money, you might want to cancel the MSN Bill Pay service so that > you are not paying for both and/or get confused over which bill pay service > you are using. > If your bank does NOT offer Bill Pay within Money, then you could "merge" > your MSN Bill pay account into manually created account if (and only if) you > first enable statement download for that account, since you can only merge > the MSN Bill Pay account with an "online enabled" account. > -Mark > "rpgman" <rpgman[at]discussions.microsoft.com> wrote in message > news E5CC80A-F3D3-46C4-90EB-61C2322BE760[at]microsoft.com...> > Please, anyone with an idea on how to do this? Or, is it me not > understanding > > Money 05? > > Thanx, > > Greg > > > "rpgman" wrote: > > > > question....I have been using Money 2005 and have been using MSN Billpay > > > manually thur the website and submitting when bills are paid then > manually > > > entering the payments into Money 2005..... > > > > > what I want to do is use the bank's online service utilizing bill pay > > > only....within Money 2005...having Money send the payment info to the > bank > > > and having it recorded in Money 2005.... > > > > > so this is what I've done....I started my online service with my bank > > > (BB&T)....but when I did that, it created a seperate checking account > with > > > the banks balance on it....what I want to do is simple just send payment > info > > > to BB&T and not receive any transactions from BB&T and use the checking > > > account I already had setup and was using manually... > > > > > any ideas on how to do this? > > > thanx, > > > Greg > > > > > > |
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#1
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| Banks that support "Direct" (OFX) connectivity with Money typically provide two possible services:' 1. Statements (i.e. get the cleared transactions from the bank) 2. Bill Pay (use the bank's bill pay service to pay bills). So, if you've confirmed with your bank that they offer these services with Money, you can simply enable online service in the account you were manually entering and this will allow you to download statements and/or pay bill from that account. If your bank does offer their own bill pay service that will work with Money, you might want to cancel the MSN Bill Pay service so that you are not paying for both and/or get confused over which bill pay service you are using. If your bank does NOT offer Bill Pay within Money, then you could "merge" your MSN Bill pay account into manually created account if (and only if) you first enable statement download for that account, since you can only merge the MSN Bill Pay account with an "online enabled" account. -Mark "rpgman" <rpgman[at]discussions.microsoft.com> wrote in message news E5CC80A-F3D3-46C4-90EB-61C2322BE760[at]microsoft.com...- quote - > Please, anyone with an idea on how to do this? Or, is it me not understanding > Money 05? > Thanx, > Greg > "rpgman" wrote: > > question....I have been using Money 2005 and have been using MSN Billpay > > manually thur the website and submitting when bills are paid then manually > > entering the payments into Money 2005..... > > > what I want to do is use the bank's online service utilizing bill pay > > only....within Money 2005...having Money send the payment info to the bank > > and having it recorded in Money 2005.... > > > so this is what I've done....I started my online service with my bank > > (BB&T)....but when I did that, it created a seperate checking account with > > the banks balance on it....what I want to do is simple just send payment info > > to BB&T and not receive any transactions from BB&T and use the checking > > account I already had setup and was using manually... > > > any ideas on how to do this? > > thanx, > > Greg > > |
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| Please, anyone with an idea on how to do this? Or, is it me not understanding Money 05? Thanx, Greg "rpgman" wrote: - quote - > question....I have been using Money 2005 and have been using MSN Billpay > manually thur the website and submitting when bills are paid then manually > entering the payments into Money 2005..... > what I want to do is use the bank's online service utilizing bill pay > only....within Money 2005...having Money send the payment info to the bank > and having it recorded in Money 2005.... > so this is what I've done....I started my online service with my bank > (BB&T)....but when I did that, it created a seperate checking account with > the banks balance on it....what I want to do is simple just send payment info > to BB&T and not receive any transactions from BB&T and use the checking > account I already had setup and was using manually... > any ideas on how to do this? > thanx, > Greg |
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#-1
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| question....I have been using Money 2005 and have been using MSN Billpay manually thur the website and submitting when bills are paid then manually entering the payments into Money 2005..... what I want to do is use the bank's online service utilizing bill pay only....within Money 2005...having Money send the payment info to the bank and having it recorded in Money 2005.... so this is what I've done....I started my online service with my bank (BB&T)....but when I did that, it created a seperate checking account with the banks balance on it....what I want to do is simple just send payment info to BB&T and not receive any transactions from BB&T and use the checking account I already had setup and was using manually... any ideas on how to do this? thanx, Greg |
| Tags |
| banking, bill, pay |
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