'access data on web' - what actually is happening?

#3 01-26-2006, 10:09 PM

I should be careful. IF your FI can only be accessed for downloaded
transaction data via Yodlee, and IF you **do not** setup for download of
transaction data for that account, and IF you **do** setup for "Access Money
Data on the Web", THEN the only data you can get at from the MSN Money web
site for that account is that data which you put in your local file and
synced with the web.

- quote -

> > 3. If my institutions are set up for this Yodlee thingee I have no hope
> at
> > all of getting the functionality I want. I simply want Money (on my
> machine)
> > -> MSN Money.
> Correct.

#2 01-26-2006, 02:35 PM

Comments inline. Bear in mind I do not download transactions.

"MikeMoney" <MikeMoney[at]discussions.microsoft.com> wrote in message
news:587C49BE-4C04-4D75-8410-DBAC87FC2E8B[at]microsoft.com...
- quote -

> Thanks, but I'm not sure that I understand the answer. Example:
> My bank's website has the ability to allow me to download transactions
into
> my Money file (resident on my PC). So if I don't flip on the 'access my
data
> on the web' option, everything is just fine.
> So now let's assume they also have functionality that allows MSN Money to
go
> fetch transactions.
> I think you are saying:
> 1. If I enable the 'access my data...' option, I cannot prevent MSN Money
> from going and getting these transactions.

If you are getting direct downloads, not the third party, via MSN,
downloads, then I do not think MSN ever sees the data you download unless
you sync with the web ans upload it to MSN. I do not think MSN uploads the
data you use locally to do a "direct download" to MSN so it can do a
download.

- quote -

> 2. Therefore, in terms of winning and losing in the face of conflicting
> data MSN Money will win over my local Money file. The data flow becomes
> Financial Institution -> Yodlee -> MSN Money -> Money (on my machine).

If Yodlee is involved, that is the ONLY path. IF Yodlee is not involved, the
path that gets your data on MSN is Financial Institution -> Money (on my
machine) -> MSN Money.

- quote -

> 3. If my institutions are set up for this Yodlee thingee I have no hope
at
> all of getting the functionality I want. I simply want Money (on my
machine)
> -> MSN Money.

Correct.

- quote -

> Is that correct? I'm not familiar with Yodlee at all.

#1 01-26-2006, 01:10 PM

Thanks, but I'm not sure that I understand the answer. Example:
My bank's website has the ability to allow me to download transactions into
my Money file (resident on my PC). So if I don't flip on the 'access my data
on the web' option, everything is just fine.

So now let's assume they also have functionality that allows MSN Money to go
fetch transactions.

I think you are saying:
1. If I enable the 'access my data...' option, I cannot prevent MSN Money
from going and getting these transactions.

2. Therefore, in terms of winning and losing in the face of conflicting
data MSN Money will win over my local Money file. The data flow becomes
Financial Institution -> Yodlee -> MSN Money -> Money (on my machine).

3. If my institutions are set up for this Yodlee thingee I have no hope at
all of getting the functionality I want. I simply want Money (on my machine)
-> MSN Money.

Is that correct? I'm not familiar with Yodlee at all.

"Dick Watson" wrote:

- quote -

> IF you don't enable transaction download from an FI that is only accessible
> via a "third party" (Yodlee is the prime player here), THEN the "Sync With
> the Web" model for M04 and prior still apples.
> IF you enable transaction download from an FI that is only accessible via a
> "third party", THEN you must "Sync With the Web" and the download
> transactions from the FI to you are done on the web (Yodlee-> MSN) and your
> download to the local file comes via "Sync With the Web".
> "MikeMoney" <MikeMoney[at]discussions.microsoft.com> wrote in message
> news:B310348D-3AFA-4E57-A6DA-37C9C67F3EFE[at]microsoft.com...
> > With prior versions of Money, synching w/ the web would (apparently)
> > simply
> > copy data from the Money file to a page behind your login at MSN.
> > > I appears that has changed.
> > > It looks like MSN is itself going out and downloading information from
> > financial institutions and then that information is updating my Money
> > file.
> > > What is actually happening when I elect to make my data accessible on the
> > web? I just want to have my Money stuff copy to my MSN login...is that
> > possible?

01-26-2006, 12:22 PM

IF you don't enable transaction download from an FI that is only accessible
via a "third party" (Yodlee is the prime player here), THEN the "Sync With
the Web" model for M04 and prior still apples.

IF you enable transaction download from an FI that is only accessible via a
"third party", THEN you must "Sync With the Web" and the download
transactions from the FI to you are done on the web (Yodlee-> MSN) and your
download to the local file comes via "Sync With the Web".

"MikeMoney" <MikeMoney[at]discussions.microsoft.com> wrote in message
news:B310348D-3AFA-4E57-A6DA-37C9C67F3EFE[at]microsoft.com...
- quote -

> With prior versions of Money, synching w/ the web would (apparently)
> simply
> copy data from the Money file to a page behind your login at MSN.
> I appears that has changed.
> It looks like MSN is itself going out and downloading information from
> financial institutions and then that information is updating my Money
> file.
> What is actually happening when I elect to make my data accessible on the
> web? I just want to have my Money stuff copy to my MSN login...is that
> possible?

#-1 01-26-2006, 10:36 AM

With prior versions of Money, synching w/ the web would (apparently) simply
copy data from the Money file to a page behind your login at MSN.

I appears that has changed.

It looks like MSN is itself going out and downloading information from
financial institutions and then that information is updating my Money file.

What is actually happening when I elect to make my data accessible on the
web? I just want to have my Money stuff copy to my MSN login...is that
possible?

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