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Old 05-10-2005, 09:14 PM
Chuck
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Default Re: setup online services for banking AND credit

I am using Money '05 (currently the trial deluxe version).

When I setup online services for my bank - the dialog makes me select
one of Banking(Checking, Savings, etc.), Credit, or Investment.
If I select Banking - I'll get my checking and savings account set up
but
not my credit card. If I select Credit - I get just my credit card and
not the other accounts.

This seems to be by design - simply because it is in the dialog that
you're
presented with. I assume that dialog is coming from Money and not from
my bank.
If I could first set up one type of account and then set up the other,
that would be fine;
but, it seems to be one or the other (and not both).

Chuck

 
Old 05-09-2005, 01:52 PM
Mark Horn
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Default Re: setup online services for banking AND credit

On 2005-05-07, Chuck <cedoucette[at]alum.rpi.edu> wrote:
- quote -

> I have checking, savings, money market, AND a credit card at my bank.
> Why does Microsoft Money assume you can only have one or the other?
> This is a serious flaw. Is there any work-around;
> or, must I continue to download my credit card transactions manually?


What version of Money are you using? What bank are you using?

In Money 05, you are forced to download every account that your
bank advertises whether you want it or not. In previous versions,
you could skip certain accounts. I'm currently able to download
checking, savings, and credit cards accounts from a single financial
institution. I think you should be able to do it too.

If you give a bit more information, we might be able to help
determine if it's a problem with you, Money, or your bank.
  #-1  
Old 05-07-2005, 07:08 PM
Chuck
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Posts: n/a
Default setup online services for banking AND credit

I have checking, savings, money market, AND a credit card at my bank.
Why does Microsoft Money assume you can only have one or the other?
This is a serious flaw. Is there any work-around;
or, must I continue to download my credit card transactions manually?

 

Tags
banking, credit, online, services, setup
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