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  #7  
Old 01-11-2006, 03:23 AM
Dick Watson
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Posts: n/a
Default Re: Sticking with Money 2002

I suspect Microsoft is trying to obfuscate the distinction.

"fools" <fools[at]discussions.microsoft.com> wrote in message
news:4B055AA9-A5A2-46EB-AA7F-DD49EE0C795A[at]microsoft.com...
- quote -

> Any suggestions on finding a comprehensive list of banks offering native
> Direct Services?



  #6  
Old 01-11-2006, 12:47 AM
fools
Guest
 
Posts: n/a
Default Re: Sticking with Money 2002

Yes this is a useful site, however it is quite a pain to find all banks that
support "direct" Direct Services. You have to click on each bank and find out
their capabilities.

Sometime ago (a couple of years ago) there was an additional drop list to
filter out banks that provided direct connection. I sorely need to find this
list. I am looking to move banks and my top 2 requirements are: 1) refund of
ATM fees charged by the ATM operator; 2) Native Direct Services with MS Money.

Any suggestions on finding a comprehensive list of banks offering native
Direct Services?


"Dick Watson" wrote:

- quote -

> Microsoft has a listing on their web site
> http://www.microsoft.com/money/bankonline.aspx. You just have to know how to
> read it.
> If it says
> "Direct Services are the fastest, easiest way to connect with your financial
> institution and have your statements automatically downloaded into Money
> directly from your financial institution."
> instead of the form with the disclaimer
> "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 [sic]. It is only available if you have Microsoft Money 2005 or
> later. 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."
> It means what it says. Given how many listings there are here, it would seem
> silly to even think of attempting to replicate the effort to build and
> maintain such a list. Maybe it's just me.
> I don't think Yodlee is "Microsoft's fault". But lots of banks were probably
> reluctant to go with OFX because, among other reasons, they thought Money
> was Microsoft's nose under the tent trying to take over the interface
> between them and their customers. Such fears were not without some basis.
> "mg" <mglenn_1[at]hotmail.com> wrote in message
> news:vKGdnfbvnJGUYAfenZ2dnUVZ_tudnZ2d[at]comcast.com...
> > On the Yodlee issue, I've read enough here to understand this approach may
> > not have been all Microsoft's fault if they confronted recalcitrant FI's

> on
> > a standardized data exchange format for a decade. Maybe we can do

> something
> > positive by producing a FAQ that lists FI's who provide information in a
> > Money compatible format (like MBNA).

  #5  
Old 12-10-2005, 05:09 PM
mg
Guest
 
Posts: n/a
Default Re: Sticking with Money 2002

Wow, this link is great. I even found my bank--twice, once with the first
direct services statement and once with the second statement. Thanks for the
link and translation.


"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:O7OSRoa$FHA.516[at]TK2MSFTNGP15.phx.gbl...
- quote -

> Microsoft has a listing on their web site
> http://www.microsoft.com/money/bankonline.aspx. You just have to know how
> to
> read it.
> If it says
> "Direct Services are the fastest, easiest way to connect with your
> financial
> institution and have your statements automatically downloaded into Money
> directly from your financial institution."
> instead of the form with the disclaimer
> "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 [sic]. It is only available if you have Microsoft Money 2005
> or
> later. 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."
> It means what it says. Given how many listings there are here, it would
> seem
> silly to even think of attempting to replicate the effort to build and
> maintain such a list. Maybe it's just me.
> I don't think Yodlee is "Microsoft's fault". But lots of banks were
> probably
> reluctant to go with OFX because, among other reasons, they thought Money
> was Microsoft's nose under the tent trying to take over the interface
> between them and their customers. Such fears were not without some basis.
> "mg" <mglenn_1[at]hotmail.com> wrote in message
> news:vKGdnfbvnJGUYAfenZ2dnUVZ_tudnZ2d[at]comcast.com...
> > On the Yodlee issue, I've read enough here to understand this approach
> > may
> > not have been all Microsoft's fault if they confronted recalcitrant FI's

> on
> > a standardized data exchange format for a decade. Maybe we can do

> something
> > positive by producing a FAQ that lists FI's who provide information in a
> > Money compatible format (like MBNA).



  #4  
Old 12-10-2005, 03:52 PM
Dick Watson
Guest
 
Posts: n/a
Default Re: Sticking with Money 2002

Microsoft has a listing on their web site
http://www.microsoft.com/money/bankonline.aspx. You just have to know how to
read it.

If it says
"Direct Services are the fastest, easiest way to connect with your financial
institution and have your statements automatically downloaded into Money
directly from your financial institution."

instead of the form with the disclaimer
"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 [sic]. It is only available if you have Microsoft Money 2005 or
later. 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."

It means what it says. Given how many listings there are here, it would seem
silly to even think of attempting to replicate the effort to build and
maintain such a list. Maybe it's just me.

I don't think Yodlee is "Microsoft's fault". But lots of banks were probably
reluctant to go with OFX because, among other reasons, they thought Money
was Microsoft's nose under the tent trying to take over the interface
between them and their customers. Such fears were not without some basis.

"mg" <mglenn_1[at]hotmail.com> wrote in message
news:vKGdnfbvnJGUYAfenZ2dnUVZ_tudnZ2d[at]comcast.com...
- quote -

> On the Yodlee issue, I've read enough here to understand this approach may
> not have been all Microsoft's fault if they confronted recalcitrant FI's

on
> a standardized data exchange format for a decade. Maybe we can do

something
> positive by producing a FAQ that lists FI's who provide information in a
> Money compatible format (like MBNA).



  #3  
Old 12-10-2005, 03:06 PM
mg
Guest
 
Posts: n/a
Default Re: Sticking with Money 2002

On the Yodlee issue, I've read enough here to understand this approach may
not have been all Microsoft's fault if they confronted recalcitrant FI's on
a standardized data exchange format for a decade. Maybe we can do something
positive by producing a FAQ that lists FI's who provide information in a
Money compatible format (like MBNA).



"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:uKLY9eZ$FHA.4028[at]tk2msftngp13.phx.gbl...
- quote -

> The M05 adware/spyware situation and Yodlee support are different issues.
> They both have some negative connotations though.
> Beyond Yodlee providing access to transaction data from more FIs, there is
> no significant difference in automation between M02 and M06. You'd like to
> think M06 worked better or had fewer bugs. You'd like to think.
> The amazing thing is that Microsoft is reported to be very upset that not
> many people are buying the upgrades lately. Wonder why not? Could it be
> because there isn't one single functional thing compelling in them that
> isn't in the copy four versions ago? Nah, that couldn't be it.
> "mg" <mglenn_1[at]hotmail.com> wrote in message
> news:nImdnWArpeVaQQfenZ2dnUVZ_sWdnZ2d[at]comcast.com...
> > I'm reasonably content with Money 2002 and everything I'm reading in this
> > newsgroup convinces me to return this new Money 2006 box without ever
> > having removed the plastic wrap. I don't see anyone here citing Quicken
> > as a better alternative either.
> > > I pay bills via CheckFree and use MBNA credit cards which provides

> > downloads of monthly statements in Money 99 format (I forget which file
> > type that is).
> > > The most labor intensive thing for me is reconciliation of my

> > accounts--especially my bank accounts, but I can live with that. Is there
> > some additional automation in this area with the newer versions?
> > > Yodlee sounds like a nightmare scenario. I mean, who wants to pay for

> > adware/spyware?
> >


  #2  
Old 12-10-2005, 02:57 PM
mg
Guest
 
Posts: n/a
Default Re: Sticking with Money 2002

This newsgroup is a great service to current and potential Money users. One
can only hope the Microsoft Money team occasionally stops by here to see
what users are really thinking. Like others here I used to upgrade
enthusiastically every year.

I actually like Microsoft products for the most part, but you can always
tell when marketing and bean counters get the upper hand instead of allowing
creativity and quality to take the lead.

Another way to look at this is Microsoft is employing a mature product
strategy. If so, I'm sure many of us would argue that's a bit premature. ;-]



"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:uKLY9eZ$FHA.4028[at]tk2msftngp13.phx.gbl...
- quote -

> The M05 adware/spyware situation and Yodlee support are different issues.
> They both have some negative connotations though.
> Beyond Yodlee providing access to transaction data from more FIs, there is
> no significant difference in automation between M02 and M06. You'd like to
> think M06 worked better or had fewer bugs. You'd like to think.
> The amazing thing is that Microsoft is reported to be very upset that not
> many people are buying the upgrades lately. Wonder why not? Could it be
> because there isn't one single functional thing compelling in them that
> isn't in the copy four versions ago? Nah, that couldn't be it.
> "mg" <mglenn_1[at]hotmail.com> wrote in message
> news:nImdnWArpeVaQQfenZ2dnUVZ_sWdnZ2d[at]comcast.com...
> > I'm reasonably content with Money 2002 and everything I'm reading in this
> > newsgroup convinces me to return this new Money 2006 box without ever
> > having removed the plastic wrap. I don't see anyone here citing Quicken
> > as a better alternative either.
> > > I pay bills via CheckFree and use MBNA credit cards which provides

> > downloads of monthly statements in Money 99 format (I forget which file
> > type that is).
> > > The most labor intensive thing for me is reconciliation of my

> > accounts--especially my bank accounts, but I can live with that. Is there
> > some additional automation in this area with the newer versions?
> > > Yodlee sounds like a nightmare scenario. I mean, who wants to pay for

> > adware/spyware?
> >


  #1  
Old 12-10-2005, 01:48 PM
FrankV
Guest
 
Posts: n/a
Default Re: Sticking with Money 2002

"Nah, that couldn't be it."

Yes, it could be it. At least I agree with you.

Frank


"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:uKLY9eZ$FHA.4028[at]tk2msftngp13.phx.gbl...
- quote -

> The M05 adware/spyware situation and Yodlee support are different issues.
> They both have some negative connotations though.
> Beyond Yodlee providing access to transaction data from more FIs, there is
> no significant difference in automation between M02 and M06. You'd like to
> think M06 worked better or had fewer bugs. You'd like to think.
> The amazing thing is that Microsoft is reported to be very upset that not
> many people are buying the upgrades lately. Wonder why not? Could it be
> because there isn't one single functional thing compelling in them that
> isn't in the copy four versions ago? Nah, that couldn't be it.
> "mg" <mglenn_1[at]hotmail.com> wrote in message
> news:nImdnWArpeVaQQfenZ2dnUVZ_sWdnZ2d[at]comcast.com...
> > I'm reasonably content with Money 2002 and everything I'm reading in this
> > newsgroup convinces me to return this new Money 2006 box without ever
> > having removed the plastic wrap. I don't see anyone here citing Quicken
> > as a better alternative either.
> > > I pay bills via CheckFree and use MBNA credit cards which provides

> > downloads of monthly statements in Money 99 format (I forget which file
> > type that is).
> > > The most labor intensive thing for me is reconciliation of my

> > accounts--especially my bank accounts, but I can live with that. Is there
> > some additional automation in this area with the newer versions?
> > > Yodlee sounds like a nightmare scenario. I mean, who wants to pay for

> > adware/spyware?
> >


 
Old 12-10-2005, 01:38 PM
Dick Watson
Guest
 
Posts: n/a
Default Re: Sticking with Money 2002

The M05 adware/spyware situation and Yodlee support are different issues.
They both have some negative connotations though.

Beyond Yodlee providing access to transaction data from more FIs, there is
no significant difference in automation between M02 and M06. You'd like to
think M06 worked better or had fewer bugs. You'd like to think.

The amazing thing is that Microsoft is reported to be very upset that not
many people are buying the upgrades lately. Wonder why not? Could it be
because there isn't one single functional thing compelling in them that
isn't in the copy four versions ago? Nah, that couldn't be it.

"mg" <mglenn_1[at]hotmail.com> wrote in message
news:nImdnWArpeVaQQfenZ2dnUVZ_sWdnZ2d[at]comcast.com...
- quote -

> I'm reasonably content with Money 2002 and everything I'm reading in this
> newsgroup convinces me to return this new Money 2006 box without ever
> having removed the plastic wrap. I don't see anyone here citing Quicken as
> a better alternative either.
> I pay bills via CheckFree and use MBNA credit cards which provides
> downloads of monthly statements in Money 99 format (I forget which file
> type that is).
> The most labor intensive thing for me is reconciliation of my
> accounts--especially my bank accounts, but I can live with that. Is there
> some additional automation in this area with the newer versions?
> Yodlee sounds like a nightmare scenario. I mean, who wants to pay for
> adware/spyware?



  #-1  
Old 12-10-2005, 12:48 PM
mg
Guest
 
Posts: n/a
Default Sticking with Money 2002

I'm reasonably content with Money 2002 and everything I'm reading in this
newsgroup convinces me to return this new Money 2006 box without ever having
removed the plastic wrap. I don't see anyone here citing Quicken as a better
alternative either.

I pay bills via CheckFree and use MBNA credit cards which provides downloads
of monthly statements in Money 99 format (I forget which file type that is).

The most labor intensive thing for me is reconciliation of my
accounts--especially my bank accounts, but I can live with that. Is there
some additional automation in this area with the newer versions?

Yodlee sounds like a nightmare scenario. I mean, who wants to pay for
adware/spyware?


 

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