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  #5  
Old 10-30-2005, 01:56 PM
Chris Cowles
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Default Re: Credit card balance update?

"Eric" <Eric[at]discussions.microsoft.com> wrote in message
news228E814-0C91-41AB-8BDD-10E42F912603[at]microsoft.com...
- quote -

> 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!


I'm not familiar with the layout of the page, but can you simply highlight
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  
Old 10-30-2005, 01:49 PM
Cal Learner-- MVP
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Default Re: Credit card balance update?

In microsoft.public.money, Eric wrote:

- quote -

> 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?


The third party ones can work well, but it is somewhat indirect.
- quote -

> If so, is there and easier way to see which companies provide the direct
> services? The list of bank companies is huge!


That is true.
- quote -

> Any suggestions?

I know Citicards and Discover cards have their own OFX. And I
believe the various Amex cards do too, as well as First USA I think.

  #3  
Old 10-30-2005, 09:33 AM
Eric
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Posts: n/a
Default Re: Credit card balance update?

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  
Old 10-29-2005, 02:02 PM
Cal Learner-- MVP
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Posts: n/a
Default Re: Credit card balance update?

In microsoft.public.money, neo-fyter wrote:

- quote -

> > > > > 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.

> CapitalOne is listed as providing OFX server. I use it all the time.


I was going by
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
> 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.


That sounds like access via third party to Microsoft server.
  #1  
Old 10-29-2005, 01:40 PM
neo-fyter
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Posts: n/a
Default Re: Credit card balance update?


"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:gas6m15jg4ksmlbabvsoqqeg7g63cuso6u[at]4ax.com...
- 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.

I believe that Cal Lerner is mistaken.
CapitalOne is listed as providing OFX server. I use it all the time.
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.


 
Old 10-29-2005, 01:00 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Credit card balance update?

In microsoft.public.money, Eric wrote:

- quote -

> 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.

  #-1  
Old 10-29-2005, 10:53 AM
Eric
Guest
 
Posts: n/a
Default Credit card balance update?

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
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