The keep changing it's name.

In M04 it's Tools|Access my Money data on the web.

If you have a Passport, you can open the sample file, set the Passport on
it, and then play around with this.

"Retired Coal Miner" <...[at]...> wrote in message
news:eaidnU2UndVV-EzfRVn-iQ[at]comcast.com...
- quote -

Dick Watson wrote:
- quote -

OK. Thanks for correcting the details. I'm using M04 and haven't seen
the 'Sync With The Web' feature. When M05 first came out, there was a
lot of buzz on here about all the many new FIs it could sync with (some
of which were subsequently withdrawn) and that was due to Yodlee, ...
and, (as I incorrectly recall) one had to register with Yodlee to make
it all work.

"Retired Coal Miner" <...[at]...> wrote in message
news:6ZOdnd0xd_oqvUzfRVn-uA[at]comcast.com...
- quote -

My understanding, open to correction: Money/Microsoft is "fronting" Yodlee
and the end user of Money who wants to connect to an FI "via a third party
service" or, whatever Money masks it as, needs to know absolutely nothing
about Yodlee and does not neet a Yodlee account. (This is just like Fidelity
FullView or the AOL equivalent or any number of others--all of which are
just Yodlee behind the curtain.) Money may store the information Yodlee uses
to login to the FIs on the user's behalf on Yodlee or it may store it on MSN
Money or it may even store it in the local Money file; I don't know which
they do. But it does store your account data on MSN Money just the same as
if you'd done a Money Sync With The Web without having any Yodlee involved.
If you disable Sync With The Web, you disable FI access for those that go
via Yodlee.

- quote -

Yes.

Different emphasis on this side of the Pond. In the UK there's only 2 FIs
that offer two way banking and the rest usually just offer downloads in one
of the usual file formats.

Also for some reason Yodlee (or similar) has never taken off - been allowed
to (I seem to remember vaguely some talk about screen scraping breaching the
Banks ownership of the screen layout).

Hence there haven't been quite so many issues about M2005.

--
Regards
Bob Peel,
Microsoft MVP - Money

For UK tips & fixes see
http://support.microsoft.com/default...d=fh;EN-GB;mny.
For wishes or suggestions see
http://register.microsoft.com/mswish/suggestion.asp
or for UK wishes http://www.microsoft.com/uk/support/money/feedback

I do not respond to any emails that I have not specifically asked for.

"Retired Coal Miner" <...[at]...> wrote in message
news:UZSdne9p7a3Nh0zfRVn-3g[at]comcast.com...
- quote -

- quote -

I was referring to the case where someone opts to online banking with a
FI that uses Yodlee as the intermediary between your Money client and
the FI's servers. GM Card is an example of that requiring an
intermediary (Yodlee), whereas Discover Card is direct from Money to
Discover Card.

My understanding is that if you setup two-way services with a Yodlee FI,
you must establish a free account at Yodlee to make it work, and in so
doing you've agreed to store your information on Yodlee's servers. If
that's not how it works, please correct this.

Also, you can use a passport, do online banking and bill paying with FIs
that do not use Yodlee, and your financial data is not stored on MS' or
Yodlee's web servers (that's is how I do it). The OP said 'if you use
passport, your financial data will be stored on Microsoft's web
servers...'. That is not the case by default, you must sign up for
those features above-and-beyond using passport.

I hadn't considered that (QIF/OFC/OFX downloading > importing into
Money) online banking, but in retrospect it is. I was referring to the
two-way online banking features that require a passport.


Bob Peel MVP wrote:

- quote -

Dick, you are right. QIF/OFC/OFX banking and also share prices do not
require a passport. I can happily download from my Bank and keep getting
share prices and I studiously avoid passport.

--
Regards
Bob Peel,
Microsoft MVP - Money

For UK tips & fixes see
http://support.microsoft.com/default...d=fh;EN-GB;mny.
For wishes or suggestions see
http://register.microsoft.com/mswish/suggestion.asp
or for UK wishes http://www.microsoft.com/uk/support/money/feedback

I do not respond to any emails that I have not specifically asked for.

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:uN%236XaPhFHA.3568[at]TK2MSFTNGP10.phx.gbl...
- quote -

"Retired Coal Miner" <...[at]...> wrote in message
news:i5qdndvw0KqT403fRVn-ow[at]comcast.com...
- quote -

Are you referring to Yodlee via Money? I think you will find that Sync With
the Web comes with the bargain and that does store your account data (at
least the transactions, balances, etc.) on the MSN Money web servers.
Anybody is welcome to correct me.

- quote -

My understanding--granted I come from a place of relative ignorance--is that
QIF/OFC/OFX online banking and non-MSN Bill Pay services do not couple you
to Passport. Again, anybody is welcome to correct me.

David Arnstein wrote:
- quote -

There's an inaccuracy in the above that needs to be corrected. If you
use a Passport, your financial data will *not* automatically be stored
on Microsoft servers. It's optional that once you use a Passport, you
can choose to enroll in the feature that stores your financial data on
Microsoft servers. It does not happen by default.

Also, the Yodlee<-> Money interaction is only present in M05 and newer.
If you choose to do online synching with a bank/FI whose online access
utilizes Yodlee, then you your financial data is stored on a third-party
website (Yodlee, not MS), ... but since you would have had to sign up
with Yodlee beforehand to do this, you would have already agreed to do this.

You must use a Passport to use any of the Money online functions
(synching with your bank, FI or credit card company, bill pay, etc.),
independent of the version of Money (M05 and older).

Yodlee is a lot of things, but Microsoft's idea is not one of them.
Microsoft spent a decade promoting more sensible purpose-built interfaces
like OFC/OFX and got nowhere because the banks just couldn't be interested
or, worse, were downright hostile to what they apparently viewed as an
attempt by Microsoft to inject themselves into what they view as their
relationship with their customer.

Yodlee jumped into this breach with their screen-scraping technology.

It took several years for Microsoft to decide that going the Yodlee route
was the only way they could enable Money integration with literally
thousands of FIs who wouldn't cooperate or couldn't be interested in better
methods or in trying to make them work well, even if they were willing to
enable them in the first place.

"David Arnstein" <arnstein[at]panix.com> wrote in message
news:d9nkgb$3rd$1[at]reader1.panix.com...
- quote -

In article <uY4p7#leFHA.712[at]TK2MSFTNGP12.phx.gbl> , Brett <no[at]spam.net> wrote:
- quote -

One of the keys to enjoying Microsoft Money is to avoid using Passport
and Yodlee <spit> . These two features are linked.

If you use Passport, then your financial data will be stored on Microsoft's
web servers. God only knows what will happen to it. I occasionally read
posts on this froup from unfortunate folks who have accidentally deleted
data on Microsoft's servers, and on their local disk drive, simultaneously.
Gone gone gone.

You get Yodlee if you use Passport. Yodlee is a service that updates
your bank register, brokerage register, and others by using a special
method: Yodlee "browses" your bank's and brokerage's web site and pulls
in your transaction data by reading web pages. But your bank's and your
brokerage's web sites are designed for human use, not machine use. The
design of these web pages is certain to change over time, as improvements
are dreamed up and implemented. Thus, Yodlee is guaranteed to flake out
regularly, repeatedly, and (from your point of view) mysteriously. In
other words, it a perfect vehicle for delivering end-user frustration.
It is the very flower of Microsoft's software genius.

If you avoid Passport and Yodlee, then you will still get online updates
from many (but not all) banks and brokerages. There are other protocols
in use that are more reliable than Yodlee. I am able to connect to
financial institutions such as Fidelity, Citibank, USAA, First USA, and
Union Bank without using Yodlee/Passport.

In case you are interested, the remaining key to happiness with Money
is to keep several backup copies of your data file hanging around. Not
identical copies; but rather one copy from yesterday, another copy from
the day before, and so forth. That way, if Money ever weirds out and
refuses to launch, you can revert to an old data file.
--
David Arnstein
arnstein+usenet[at]pobox.com

In microsoft.public.money, Brett wrote:
- quote -

A "manual online update".... Hmmmm

- quote -

With Money 2005 (and presumably the anticipated 2006) you can view
and even make changes in investment accounts by putting the Passport
on your file and by then accessing a secure web site with a
Java-enabled browser from work. In addition, if at work you can
install an Active-x application into IE 6, you can get a more
sophisticated interface.

I am not sure how complete the access to non-investment accounts is.

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:m3ktb1pii48crldiuhsmkdbrve7ch3jajr[at]4ax.com...
- quote -

you some type of remote online access to an MSN Money Central website that
was basically Money Online. So if I were at work (and did not have Money
installed) and wanted to view all of my Money accounts online, I could. Is
this true?

I'm using M04 BTW.

Thanks,
Brett

In microsoft.public.money, Brett wrote:

- quote -

Which online feature?
Program Updates?
Stock quotes?
Statement download?
Others?

Have a look at Dick Watson's FAQ.
http://umpmfaq.info/faq.html#top and in particular
http://umpmfaq.info/faq.html#S22

--
Regards
Bob Peel,
Microsoft MVP - Money

For UK tips & fixes see
http://support.microsoft.com/default...d=fh;EN-GB;mny.
For wishes or suggestions see
http://register.microsoft.com/mswish/suggestion.asp
or for UK wishes http://www.microsoft.com/uk/support/money/feedback

I do not respond to any emails that I have not specifically asked for.

"Brett" <no[at]spam.net> wrote in message
news:uY4p7%23leFHA.712[at]TK2MSFTNGP12.phx.gbl...
- quote -

I haven't used this feature because of security concerns. I'd like security
concerns comments from those of you using the online feature of Money.

Also, what are some advantages of using this feature?

Thanks,
Brett