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  #4  
Old 07-07-2005, 07:13 AM
jd
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Default Re: Connection to bank

It depends on ypur bank. I have one that doesn't support money.

jim

"DMc-DE" <DMc-DE[at]discussions.microsoft.com> wrote in message news:5282C995-9747-4A30-AFD6-A913FC24020E[at]microsoft.com...
I may switch from Quicken to MS Money but need to know if MS Money can
directly access transaction data at my bank. Quicken can connect directly to
my bank and download transactions, and I can pay bills this way using
Quicken. I have not downloaded MS Money yet and won't until I can confirm
this feature.

Please help me interpret the following information...
When I go to the bank list and click on my bank the windows says:

Financial Institution Details
------------------------------------------------ XYZ Bank & Trust
Main: http://www.xyz.com

Additional Information and Services
------------------------------------------------ Statements

Direct Services* are the fastest, easiest way to connect with your financial
institution and have your statements automatically downloaded into Money.

* This service is provided by a third party provider, not your financial
instituition. It 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.


  #3  
Old 07-07-2005, 02:33 AM
DMc-DE
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Posts: n/a
Default Re: Connection to bank

John, thank you for your input. Yes, I think I'lll stick with Quicken. It
works fine. I have to upgrade to a newer version and thought before spending
the $ I'd give MS Money a chance.

DMc-DE

"johnbusc[at]hotmail.com" wrote:

- quote -

> D-D,
> The third party referenced is Yodlee. You would not be able to
> directly access your data from your bank. It would go through this
> third party and be subject to the integrity of their system. Also, you
> could pay bills from your bank account but only if you sign up for MSN
> Bill Pay. You could not pay bills using your bank's service from
> within MS Money. You'd have to go to their site. Sounds like you
> should probably stay with Quicken for now (or change banks?). Hope
> this helps.
> Regards,
> JB
> DMc-DE wrote:
> > I may switch from Quicken to MS Money but need to know if MS Money can
> > directly access transaction data at my bank. Quicken can connect directly to
> > my bank and download transactions, and I can pay bills this way using
> > Quicken. I have not downloaded MS Money yet and won't until I can confirm
> > this feature.
> > > Please help me interpret the following information...

> > When I go to the bank list and click on my bank the windows says:
> > > Financial Institution Details

> > ------------------------------------------------ > > XYZ Bank & Trust
> > Main: http://www.xyz.com
> > > Additional Information and Services

> > ------------------------------------------------ > > Statements
> > > Direct Services* are the fastest, easiest way to connect with your financial

> > institution and have your statements automatically downloaded into Money.
> > > * This service is provided by a third party provider, not your financial

> > instituition. It 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.

  #2  
Old 07-06-2005, 04:25 PM
johnbusc@hotmail.com
Guest
 
Posts: n/a
Default Re: Connection to bank

X99,

You didn't understand the OP's question. They weren't referring to
whether your banks would work within Money!!!

Glad to know you're happy though.

Regards,
JB

xanadu99 wrote:
- quote -

> I have accounts at 2 banks. I have an account at compass Bank and I can use
> Epay thru Money and pay bills and download statements directly from Money. I
> also can download transaction from bank of america directly in money. I love
> ms money and would not live without it. Especially since bill pay at compass
> is free. You can't beat it.
> "johnbusc[at]hotmail.com" wrote:
> > D-D,
> > > The third party referenced is Yodlee. You would not be able to

> > directly access your data from your bank. It would go through this
> > third party and be subject to the integrity of their system. Also, you
> > could pay bills from your bank account but only if you sign up for MSN
> > Bill Pay. You could not pay bills using your bank's service from
> > within MS Money. You'd have to go to their site. Sounds like you
> > should probably stay with Quicken for now (or change banks?). Hope
> > this helps.
> > > Regards,

> > JB
> > > DMc-DE wrote:
> > > I may switch from Quicken to MS Money but need to know if MS Money can
> > > directly access transaction data at my bank. Quicken can connect directly to
> > > my bank and download transactions, and I can pay bills this way using
> > > Quicken. I have not downloaded MS Money yet and won't until I can confirm
> > > this feature.
> > > > > Please help me interpret the following information...
> > > When I go to the bank list and click on my bank the windows says:
> > > > > Financial Institution Details
> > > ------------------------------------------------ > > > XYZ Bank & Trust
> > > Main: http://www.xyz.com
> > > > > Additional Information and Services
> > > ------------------------------------------------ > > > Statements
> > > > > Direct Services* are the fastest, easiest way to connect with your financial
> > > institution and have your statements automatically downloaded into Money.
> > > > > * This service is provided by a third party provider, not your financial
> > > instituition. It 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.

>
  #1  
Old 07-06-2005, 02:25 PM
xanadu99
Guest
 
Posts: n/a
Default Re: Connection to bank

I have accounts at 2 banks. I have an account at compass Bank and I can use
Epay thru Money and pay bills and download statements directly from Money. I
also can download transaction from bank of america directly in money. I love
ms money and would not live without it. Especially since bill pay at compass
is free. You can't beat it.

"johnbusc[at]hotmail.com" wrote:

- quote -

> D-D,
> The third party referenced is Yodlee. You would not be able to
> directly access your data from your bank. It would go through this
> third party and be subject to the integrity of their system. Also, you
> could pay bills from your bank account but only if you sign up for MSN
> Bill Pay. You could not pay bills using your bank's service from
> within MS Money. You'd have to go to their site. Sounds like you
> should probably stay with Quicken for now (or change banks?). Hope
> this helps.
> Regards,
> JB
> DMc-DE wrote:
> > I may switch from Quicken to MS Money but need to know if MS Money can
> > directly access transaction data at my bank. Quicken can connect directly to
> > my bank and download transactions, and I can pay bills this way using
> > Quicken. I have not downloaded MS Money yet and won't until I can confirm
> > this feature.
> > > Please help me interpret the following information...

> > When I go to the bank list and click on my bank the windows says:
> > > Financial Institution Details

> > ------------------------------------------------ > > XYZ Bank & Trust
> > Main: http://www.xyz.com
> > > Additional Information and Services

> > ------------------------------------------------ > > Statements
> > > Direct Services* are the fastest, easiest way to connect with your financial

> > institution and have your statements automatically downloaded into Money.
> > > * This service is provided by a third party provider, not your financial

> > instituition. It 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.

 
Old 07-06-2005, 11:04 AM
johnbusc@hotmail.com
Guest
 
Posts: n/a
Default Re: Connection to bank

D-D,

The third party referenced is Yodlee. You would not be able to
directly access your data from your bank. It would go through this
third party and be subject to the integrity of their system. Also, you
could pay bills from your bank account but only if you sign up for MSN
Bill Pay. You could not pay bills using your bank's service from
within MS Money. You'd have to go to their site. Sounds like you
should probably stay with Quicken for now (or change banks?). Hope
this helps.

Regards,
JB

DMc-DE wrote:
- quote -

> I may switch from Quicken to MS Money but need to know if MS Money can
> directly access transaction data at my bank. Quicken can connect directly to
> my bank and download transactions, and I can pay bills this way using
> Quicken. I have not downloaded MS Money yet and won't until I can confirm
> this feature.
> Please help me interpret the following information...
> When I go to the bank list and click on my bank the windows says:
> Financial Institution Details
> ------------------------------------------------ > XYZ Bank & Trust
> Main: http://www.xyz.com
> Additional Information and Services
> ------------------------------------------------ > Statements
> Direct Services* are the fastest, easiest way to connect with your financial
> institution and have your statements automatically downloaded into Money.
> * This service is provided by a third party provider, not your financial
> instituition. It 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.


  #-1  
Old 07-06-2005, 04:29 AM
DMc-DE
Guest
 
Posts: n/a
Default Connection to bank

I may switch from Quicken to MS Money but need to know if MS Money can
directly access transaction data at my bank. Quicken can connect directly to
my bank and download transactions, and I can pay bills this way using
Quicken. I have not downloaded MS Money yet and won't until I can confirm
this feature.

Please help me interpret the following information...
When I go to the bank list and click on my bank the windows says:

Financial Institution Details
------------------------------------------------ XYZ Bank & Trust
Main: http://www.xyz.com

Additional Information and Service
------------------------------------------------ Statements

Direct Services* are the fastest, easiest way to connect with your financial
institution and have your statements automatically downloaded into Money.

* This service is provided by a third party provider, not your financial
instituition. It 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.


 

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