|
#5
| |||
| |||
| "Eric" <Eric[at]discussions.microsoft.com> wrote in message news 228E814-0C91-41AB-8BDD-10E42F912603[at]microsoft.com...- quote - > Thank you for responding.
I'm not familiar with the layout of the page, but can you simply highlight> If I understand correctly, the credit card company listing needs to say > "provides services" not with and asterisk that says the service are > provided > by a third party? Is this correct? > If so, is there and easier way to see which companies provide the direct > services? The list of bank companies is huge! the text, copy, and past to Excel? You could then use a filter to include only those containing an asterisk? -- Chris Cowles Gainesville, FL |
|
#4
| |||
| |||
| In microsoft.public.money, Eric wrote: - quote - > Thank you for responding.
The third party ones can work well, but it is somewhat indirect.> If I understand correctly, the credit card company listing needs to say > “provides services” not with and asterisk that says the service are provided > by a third party? Is this correct? - quote - > If so, is there and easier way to see which companies provide the direct
That is true.> services? The list of bank companies is huge! - quote - > Any suggestions?
I know Citicards and Discover cards have their own OFX. And Ibelieve the various Amex cards do too, as well as First USA I think. |
|
#3
| |||
| |||
| Thank you for responding. If I understand correctly, the credit card company listing needs to say “provides services” not with and asterisk that says the service are provided by a third party? Is this correct? If so, is there and easier way to see which companies provide the direct services? The list of bank companies is huge! Any suggestions? Thank you for helping. Eric "Cal Learner-- MVP" wrote: - quote - > In microsoft.public.money, Eric wrote: > > Hope you can help! I am a new user of MS Money 2006. > > > I have several bank accounts entered, and all seem to work nicely except > > credit cards. > > > Should credit card accounts update like bank accounts do? All my bank > > account information is update whenever I choose to do a “internet update” > > But credit cards do not. > > > It seems I have to go to the credit card companies web sit and download the > > statement manually. Is this correct? Shouldn’t the most current transaction > > that I see online, on my statement appear in Money after an automatic update, > > without having to manually download? > > > I have tried with three different credit cards, Bank of America, Capital One > > and Wachovia. None seen to update without going to their website first, > > choosing download, then returning to Money. > > My two credit cards provide OFX servers that provide the data that > Money uses, without going to a website. Checking > http://www.microsoft.com/money/banko...dProvidersOnly > for your cards, none do. > If you don't want to switch cards, there is the option of having > Microsoft gather the information from the various web sites for you > via a third party onto a Microsoft secure server. Then Money > retrieves that information. That requires a Passport on your file. > And you have to then set up those accounts for online access. |
|
#2
| |||
| |||
| In microsoft.public.money, neo-fyter wrote: - quote - > > > > > My two credit cards provide OFX servers that provide the data that
I was going by> > Money uses, without going to a website. Checking > > http://www.microsoft.com/money/banko...dProvidersOnly > > for your cards, none do. > > > If you don't want to switch cards, there is the option of having > > Microsoft gather the information from the various web sites for you > > via a third party onto a Microsoft secure server. Then Money > > retrieves that information. That requires a Passport on your file. > > And you have to then set up those accounts for online access. > > I believe that Cal Lerner is mistaken. > CapitalOne is listed as providing OFX server. I use it all the time. http://www.microsoft.com/money/banko...ovidersOnly#16 - quote - > I've found that when you attempt the initial update or setup, you have to be
That sounds like access via third party to Microsoft server.> very patient. I may take as much as three or four days before it will > actually allow you to complete the online setup or update. Just keep coming > back to Manage online accounts daily and try to complete it. Do not delete > the account thinking something is wrong, as you have to start over again > with another 3 or 4 day wait. |
|
#1
| |||
| |||
| "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message news:gas6m15jg4ksmlbabvsoqqeg7g63cuso6u[at]4ax.com... - quote - > In microsoft.public.money, Eric wrote:
CapitalOne is listed as providing OFX server. I use it all the time.> > Hope you can help! I am a new user of MS Money 2006. > > > I have several bank accounts entered, and all seem to work nicely except > > credit cards. > > > Should credit card accounts update like bank accounts do? All my bank > > account information is update whenever I choose to do a "internet update" > > But credit cards do not. > > > It seems I have to go to the credit card companies web sit and download > > the > > statement manually. Is this correct? Shouldn't the most current > > transaction > > that I see online, on my statement appear in Money after an automatic > > update, > > without having to manually download? > > > I have tried with three different credit cards, Bank of America, Capital > > One > > and Wachovia. None seen to update without going to their website first, > > choosing download, then returning to Money. > > My two credit cards provide OFX servers that provide the data that > Money uses, without going to a website. Checking > http://www.microsoft.com/money/banko...dProvidersOnly > for your cards, none do. > If you don't want to switch cards, there is the option of having > Microsoft gather the information from the various web sites for you > via a third party onto a Microsoft secure server. Then Money > retrieves that information. That requires a Passport on your file. > And you have to then set up those accounts for online access. I believe that Cal Lerner is mistaken. I've found that when you attempt the initial update or setup, you have to be very patient. I may take as much as three or four days before it will actually allow you to complete the online setup or update. Just keep coming back to Manage online accounts daily and try to complete it. Do not delete the account thinking something is wrong, as you have to start over again with another 3 or 4 day wait. |
| | |||
| |||
| In microsoft.public.money, Eric wrote: - quote - > Hope you can help! I am a new user of MS Money 2006.
My two credit cards provide OFX servers that provide the data that> I have several bank accounts entered, and all seem to work nicely except > credit cards. > Should credit card accounts update like bank accounts do? All my bank > account information is update whenever I choose to do a “internet update” > But credit cards do not. > It seems I have to go to the credit card companies web sit and download the > statement manually. Is this correct? Shouldn’t the most current transaction > that I see online, on my statement appear in Money after an automatic update, > without having to manually download? > I have tried with three different credit cards, Bank of America, Capital One > and Wachovia. None seen to update without going to their website first, > choosing download, then returning to Money. Money uses, without going to a website. Checking http://www.microsoft.com/money/banko...dProvidersOnly for your cards, none do. If you don't want to switch cards, there is the option of having Microsoft gather the information from the various web sites for you via a third party onto a Microsoft secure server. Then Money retrieves that information. That requires a Passport on your file. And you have to then set up those accounts for online access. |
|
#-1
| |||
| |||
| Hope you can help! I am a new user of MS Money 2006. I have several bank accounts entered, and all seem to work nicely except credit cards. Should credit card accounts update like bank accounts do? All my bank account information is update whenever I choose to do a “internet update” But credit cards do not. It seems I have to go to the credit card companies web sit and download the statement manually. Is this correct? Shouldn’t the most current transaction that I see online, on my statement appear in Money after an automatic update, without having to manually download? I have tried with three different credit cards, Bank of America, Capital One and Wachovia. None seen to update without going to their website first, choosing download, then returning to Money. Am I asking too much? Eric |
| Tags |
| balance, card, credit, update |
Similar Threads | ||||
| Thread | Forum | Replies | Last Post | |
| How to view credit card balance by month? Brett: How can I view a credit card balance by month so I can see how much it has gone up or done during some period? Thanks, Brett | Microsoft Money | 5 | 09-14-2004 11:00 AM | |
| Credit Card Balance showing up as income Rick: I've "fixed" this 2-3 times, but MONEY 2004 continues to send me back with the same problem. There appears to be a bug with my software as my... | Microsoft Money | 1 | 05-29-2004 02:10 AM | |
| positive credit card balance pierre: everytime I download my statement from my credit card money shows it as a positive balance and adds it to my total balance. How can I enter the... | Microsoft Money | 1 | 04-29-2004 04:00 PM | |
| Credit Card charges subtract from balance Kevin: I have an HSBC credit card, and when I download transactions into money, my online balance shows as a positive number, and each charge made to the... | Microsoft Money | 4 | 10-23-2003 06:46 AM | |
| Credit Card balance problem Michael S.: I have Money 2003 Deluxe and I have a problem every month where the credit card account shows I have an 'extra' payment transaction. Let's say I... | Microsoft Money | 2 | 08-22-2003 04:08 PM | |
| Thread Tools | |
| Display Modes | |
| |