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Old 02-16-2006, 12:33 AM
Cal Learner-- MVP
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Default Re: Online updates only working with credit accounts?

In microsoft.public.money, Jackie Chan wrote:

- quote -

> I have been struggling to get my account set up with automatic updates in
> money 2006. I have set it up successfully for 2 credit card accounts. But,
> when I set up brokerage accounts, they appear to connect to my accounts but
> then say $0 (this occurred with 3 accounts: Etrade, Fidelity, anad Vanguard).
> I searched the help/ user guides but found nothing about this problem.


Those three should work fine.

- quote -

> My bank (Citizen's Bank) apparently does not allow for automatic updates. I
> checked to see if Citizen's bank was on the financial institution list before
> I downloaded the software, and it was, so I feel like the list was a bit
> misleading. It says 'File imports' under Services in Manage Online Services.


There are a BUNCH of Citizen's banks listed. Are you sure you are
selecting the right one?

Also, if it says "third party" in the description, I think there is
some delay before the data is available.

- quote -

> So how can I manually import data from my bank?
  #-1  
Old 02-16-2006, 12:16 AM
Jackie Chan
Guest
 
Posts: n/a
Default Online updates only working with credit accounts?

I have been struggling to get my account set up with automatic updates in
money 2006. I have set it up successfully for 2 credit card accounts. But,
when I set up brokerage accounts, they appear to connect to my accounts but
then say $0 (this occurred with 3 accounts: Etrade, Fidelity, anad Vanguard).
I searched the help/ user guides but found nothing about this problem.

My bank (Citizen's Bank) apparently does not allow for automatic updates. I
checked to see if Citizen's bank was on the financial institution list before
I downloaded the software, and it was, so I feel like the list was a bit
misleading. It says 'File imports' under Services in Manage Online Services.
So how can I manually import data from my bank?
 

Tags
accounts, credit, online, updates, working
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