Bank Acct Auto Update without sync to MSN

#4 01-03-2006, 09:25 AM

I am not using a passport to login to Money 2005. I unchecked the option to
sync my data with MSN and my updates with the bank work fine. If you are
using MSN Billpay you will have to sync the data with MSN. Otherwise you
should be OK. Once you disable the passport on Money, go to do an online
update with the bank. You may have to enter your password again in the
online update box.

What happens when you try to do an update?

Lou
"fire_317" <fire317[at]discussions.microsoft.com> wrote in message
news:7865EAD4-6D15-49B5-A9C4-39BB8BEB785D[at]microsoft.com...
- quote -

> Maybe the correct verbage I should use, is download updates on acct. I
> want
> to be able to connect to the bank and download transactions as they happen
> instead of manually entering them, but when i turn off logging into money
> with a passport user id and password, I am not allowed that cpability. I
> think that explains it a little better.
> "fire_317" wrote:
> > Well, it appears in my settings, the accts that update, are set to do
> > this
> > daily. My back is capable of me giving money my user name and password
> > and
> > money downloads into the acct register any new transactions without me
> > having
> > to manually enter them. Yes, I might have to hit the "Update now"
> > option.
> > But my main question is, I don't want my data out on MSN in order to have
> > this capability. I also would rather not use MS passport when I log into
> > Money on my local PC. If I remove the passport password from my local
> > PC, it
> > turns off the link to updates from my bank and I have to then manually
> > enter
> > all transactions. In order to get the auto updates back, I have to turn
> > back
> > on passport login. I hope I explained it ok.
> > > "Cal Learner-- MVP" wrote:
> > > > In microsoft.public.money, fire_317 wrote:
> > > > > > I would like to have my accts auto update without syncing to the MSN
> > > > website.
> > > > I would also like to not use the passport password. When I remove
> > > > the
> > > > pasport password and create a local password, I no longer am able to
> > > > auto
> > > > update from my bank. Do I have to have the MSN passport and web
> > > > access to do
> > > > this? If not, how do I do this? I have Money 2005 Deluxe on an
> > > > Windows XP
> > > > Pro system. I am creating a new money file so I can wipe clean and
> > > > try
> > > > anything new.
> > > > > When you say "auto update", do you mean that you don't even want to
> > > click that Money should update now? If so, you cannot.
> > > > > Can or did you choose a bank that says it has direct services
> > > without saying "third party" on the description on
> > > http://www.microsoft.com/money/bankonline.aspx as Fifth Third or
> > > Nantucket Bank are? If not, you cannot.
> > >

#3 01-02-2006, 08:57 PM

"fire_317" <fire317[at]discussions.microsoft.com> wrote in message
news:7865EAD4-6D15-49B5-A9C4-39BB8BEB785D[at]microsoft.com...
- quote -

> Maybe the correct verbage I should use, is download updates on acct. I
> want
> to be able to connect to the bank and download transactions as they happen
> instead of manually entering them, but when i turn off logging into money
> with a passport user id and password, I am not allowed that cpability. I
> think that explains it a little better.

If you enter a Passport on the file and synchronize with a bank, your data
will be on the web. I think you cannot change that except by removing the
Passport.
--
Chris Cowles
Gainesville, FL

#2 01-02-2006, 08:20 PM

Maybe the correct verbage I should use, is download updates on acct. I want
to be able to connect to the bank and download transactions as they happen
instead of manually entering them, but when i turn off logging into money
with a passport user id and password, I am not allowed that cpability. I
think that explains it a little better.

"fire_317" wrote:

- quote -

> Well, it appears in my settings, the accts that update, are set to do this
> daily. My back is capable of me giving money my user name and password and
> money downloads into the acct register any new transactions without me having
> to manually enter them. Yes, I might have to hit the "Update now" option.
> But my main question is, I don't want my data out on MSN in order to have
> this capability. I also would rather not use MS passport when I log into
> Money on my local PC. If I remove the passport password from my local PC, it
> turns off the link to updates from my bank and I have to then manually enter
> all transactions. In order to get the auto updates back, I have to turn back
> on passport login. I hope I explained it ok.
> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, fire_317 wrote:
> > > > I would like to have my accts auto update without syncing to the MSN website.
> > > I would also like to not use the passport password. When I remove the
> > > pasport password and create a local password, I no longer am able to auto
> > > update from my bank. Do I have to have the MSN passport and web access to do
> > > this? If not, how do I do this? I have Money 2005 Deluxe on an Windows XP
> > > Pro system. I am creating a new money file so I can wipe clean and try
> > > anything new.
> > > When you say "auto update", do you mean that you don't even want to
> > click that Money should update now? If so, you cannot.
> > > Can or did you choose a bank that says it has direct services
> > without saying "third party" on the description on
> > http://www.microsoft.com/money/bankonline.aspx as Fifth Third or
> > Nantucket Bank are? If not, you cannot.
> >

#1 01-02-2006, 08:12 PM

Well, it appears in my settings, the accts that update, are set to do this
daily. My back is capable of me giving money my user name and password and
money downloads into the acct register any new transactions without me having
to manually enter them. Yes, I might have to hit the "Update now" option.
But my main question is, I don't want my data out on MSN in order to have
this capability. I also would rather not use MS passport when I log into
Money on my local PC. If I remove the passport password from my local PC, it
turns off the link to updates from my bank and I have to then manually enter
all transactions. In order to get the auto updates back, I have to turn back
on passport login. I hope I explained it ok.

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, fire_317 wrote:
> > I would like to have my accts auto update without syncing to the MSN website.
> > I would also like to not use the passport password. When I remove the
> > pasport password and create a local password, I no longer am able to auto
> > update from my bank. Do I have to have the MSN passport and web access to do
> > this? If not, how do I do this? I have Money 2005 Deluxe on an Windows XP
> > Pro system. I am creating a new money file so I can wipe clean and try
> > anything new.
> When you say "auto update", do you mean that you don't even want to
> click that Money should update now? If so, you cannot.
> Can or did you choose a bank that says it has direct services
> without saying "third party" on the description on
> http://www.microsoft.com/money/bankonline.aspx as Fifth Third or
> Nantucket Bank are? If not, you cannot.

01-02-2006, 12:34 PM

In microsoft.public.money, fire_317 wrote:

- quote -

> I would like to have my accts auto update without syncing to the MSN website.
> I would also like to not use the passport password. When I remove the
> pasport password and create a local password, I no longer am able to auto
> update from my bank. Do I have to have the MSN passport and web access to do
> this? If not, how do I do this? I have Money 2005 Deluxe on an Windows XP
> Pro system. I am creating a new money file so I can wipe clean and try
> anything new.

When you say "auto update", do you mean that you don't even want to
click that Money should update now? If so, you cannot.

Can or did you choose a bank that says it has direct services
without saying "third party" on the description on
http://www.microsoft.com/money/bankonline.aspx as Fifth Third or
Nantucket Bank are? If not, you cannot.

#-1 01-02-2006, 12:00 PM

I would like to have my accts auto update without syncing to the MSN website.
I would also like to not use the passport password. When I remove the
pasport password and create a local password, I no longer am able to auto
update from my bank. Do I have to have the MSN passport and web access to do
this? If not, how do I do this? I have Money 2005 Deluxe on an Windows XP
Pro system. I am creating a new money file so I can wipe clean and try
anything new.

thanks!!

Similar Threads
Thread	Forum	Replies	Last Post
Splitting Bank Acct into other Subgroups? Jenny03: I am looking at purchasing Money, but want a way to track several different catagories within my bank account. For example I want to know how much...	Microsoft Money	6	09-05-2005 12:41 AM
Auto Update with Bank of America Drew Zerdecki: Does anyone have this setup with MS Money? Some of my other accounts automatically download new account info when I open Money. Can I get BoA to...	Microsoft Money	23	01-05-2005 12:21 AM
Bank Of America Credit Card - MSN Sync vs. Money Sync Brian Corrigan: Damn it! Microsoft, whats going on here!!!! If I add my Bank Of America credit card account via MS it synchronizes the account and all is well. ...	Microsoft Money	1	10-05-2004 05:37 AM
Can one acct sync with another? mandg: Is there a way to have one of my Loans and Liabilities accounts sync up with my Checking acct? I have my Auto set up under the Loans and...	Microsoft Money	2	06-29-2004 02:29 AM

Thread Tools
Show Printable Version Email this Page
Display Modes
Linear Mode Switch to Hybrid Mode Switch to Threaded Mode