Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
 
Old 10-22-2005, 11:34 AM
johnbusc@hotmail.com
Guest
 
Posts: n/a
Default Re: Charles Schwab Visa

Scott,

Start over with credit card account setup in M06, but when prompted for
a bank, click on the link at the bottom for "my bank...isn't listed".

This will allow you to setup the account without it being associated
with Schwab or MBNA. I assume you already have Schwab setup for direct
download since Schwab supports this in Money. MBNA only supports this
through third party aggregation which is causing your problem.

By the way, keep in mind that MBNA has been bought by Bank of America
(BOA). The impact of this will not be apparent for several months.
While MBNA by itself did not compete with Schwab, BOA has a brokerage
unit that will. Therefore, it remains to be seen how long Schwab will
support these credit card accounts. They may end up changing to a new
provider (eg. Captital One?). Whatever happens it may impact how Money
users setup these credit cards. Therefore, keeping it unassociated
with a bank for the time being is probably the best approach anyway.

Regards,
JB

ScottW wrote:
- quote -

> Just received my new card. Having trouble adding new account to M06. It
> looks like it is handles thru MBNA, but when I try to add, it wants to merge
> it with my Schwab brokerage file. I get a warning that it will erase my
> money file stored on the MSN server & replace it with this one. All I want
> to do is add a credit card, not brokerage info.
> What am I doing wrong?
> BTW, Charles Schwab is not listed under credit cards during account setup,
> just MBNA.


  #-1  
Old 10-22-2005, 02:08 AM
ScottW
Guest
 
Posts: n/a
Default Charles Schwab Visa

Just received my new card. Having trouble adding new account to M06. It
looks like it is handles thru MBNA, but when I try to add, it wants to merge
it with my Schwab brokerage file. I get a warning that it will erase my
money file stored on the MSN server & replace it with this one. All I want
to do is add a credit card, not brokerage info.
What am I doing wrong?
BTW, Charles Schwab is not listed under credit cards during account setup,
just MBNA.


 

Tags
charles, schwab, visa
Similar Threads
Thread Forum Replies Last Post
VISA Transaction into Money 05.
Greg Laskowski: Have gone through all the postings and have not seen an answer. Please help me out. Money does not support OFC, and VISA (at least the system...
Microsoft Money 6 12-19-2004 04:06 PM
Visa Download help
Darren: Hello, I downloaded my visa statement from the bank and it worked the most part, but many transactions were missing. The following window...
Microsoft Money 1 04-30-2004 05:32 PM
Charles Schwab's URL's
Ed: Hi, I live out of the country and have a foreign version of Money. I want to change one of the financial institution's URL to Charles Schwab's. ...
Microsoft Money 3 08-06-2003 12:44 AM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 01:57 PM.