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  #15  
Old 11-22-2006, 02:28 AM
Chris Cowles
Guest
 
Posts: n/a
Default Re: Yodlee? Do they still work with MS

Account Register> Change Account Settings > Update Contact Info.

Bottom of left pane: "Account info is provided by..."

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:eEFKpAKDHHA.992[at]TK2MSFTNGP03.phx.gbl...
- quote -

> If you download data and the FI is "third party" connection, then it's
> Yodlee or CashEdge. I don't have a clue how you tell who the Third Party
> is.
> "James" <James[at]usa.net> wrote in message
> news:qjk00ekkptz3.1bmumnagka10r$.dlg[at]40tude.net...
> > Is Yodlee used with version MS2007?



  #14  
Old 11-21-2006, 01:02 AM
Chris Cowles
Guest
 
Posts: n/a
Default Re: Yodlee? Do they still work with MS

Buried way down on one of the pages related to 'change your bank' or
something like that, the provider is identified in tiny print in the
footer. I'll poke around and find it later.
--
Chris Cowles
Gainesville, FL


"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:eEFKpAKDHHA.992[at]TK2MSFTNGP03.phx.gbl...
- quote -

> If you download data and the FI is "third party" connection, then it's
> Yodlee or CashEdge. I don't have a clue how you tell who the Third Party
> is.
> "James" <James[at]usa.net> wrote in message
> news:qjk00ekkptz3.1bmumnagka10r$.dlg[at]40tude.net...
> > Is Yodlee used with version MS2007?



  #13  
Old 11-20-2006, 11:33 AM
Dick Watson
Guest
 
Posts: n/a
Default Re: Yodlee? Do they still work with MS

If you download data and the FI is "third party" connection, then it's
Yodlee or CashEdge. I don't have a clue how you tell who the Third Party is.

"James" <James[at]usa.net> wrote in message
news:qjk00ekkptz3.1bmumnagka10r$.dlg[at]40tude.net...
- quote -

> Is Yodlee used with version MS2007?


  #12  
Old 11-20-2006, 11:23 AM
James
Guest
 
Posts: n/a
Default Re: Yodlee? Do they still work with MS

Is Yodlee used with version MS2007?
  #11  
Old 09-09-2006, 07:53 PM
Chris Cowles
Guest
 
Posts: n/a
Default Re: Yodlee? Do they still work with MS

Banks contract with Yodlee (or others) to provide the aggregation service.
It's one of Yodlee's selling points. Individuals are not Yodlee's
customers - banks are.

"GS" <gsmsnews.microsoft.comGS[at]msnews.Nomail.com> wrote in message
news:uJNjiJD1GHA.1568[at]TK2MSFTNGP03.phx.gbl...
- quote -

> there maybe another choice find a bank that offers aggregation service..
> Some are even free.



  #10  
Old 09-09-2006, 07:25 PM
Dick Watson
Guest
 
Posts: n/a
Default Re: Yodlee? Do they still work with MS

That doesn't necessarily get the data into Money. Some people appreciate
having the data to support analysis and management. Other just want to look
at it.

"GS" <gsmsnews.microsoft.comGS[at]msnews.Nomail.com> wrote in message
news:uJNjiJD1GHA.1568[at]TK2MSFTNGP03.phx.gbl...
- quote -

> there maybe another choice find a bank that offers aggregation service..
> Some are even free.



  #9  
Old 09-09-2006, 05:07 PM
GS
Guest
 
Posts: n/a
Default Re: Yodlee? Do they still work with MS

there maybe another choice find a bank that offers aggregation service..
Some are even free.



"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:%23zaSmpC1GHA.324[at]TK2MSFTNGP05.phx.gbl...
- quote -

> Maintaining that list is probably quite a task.
> You could call the bank. You tried that. They don't care and don't even

want
> to acknowledge Yodlee's existence.
> You could call Microsoft. You tried that. They might care but are all but
> powerless to change things they don't--can't--control.
> I don't recall if you've tried calling Yodlee--they'll probably tell you

to
> call Microsoft or your bank. In this case, they are working for Microsoft,
> not you.
> Sad, but there you have it.
> "Carole" <myname[at]home.net> wrote in message
> news:PPidnXcy_-xAf5_YnZ2dnUVZ_q2dnZ2d[at]giganews.com...
> > I guess there are still many banks available through passport .

However
> > the bank in question, PNC is listed there.



  #8  
Old 09-09-2006, 04:09 PM
Dick Watson
Guest
 
Posts: n/a
Default Re: Yodlee? Do they still work with MS

Maintaining that list is probably quite a task.

You could call the bank. You tried that. They don't care and don't even want
to acknowledge Yodlee's existence.

You could call Microsoft. You tried that. They might care but are all but
powerless to change things they don't--can't--control.

I don't recall if you've tried calling Yodlee--they'll probably tell you to
call Microsoft or your bank. In this case, they are working for Microsoft,
not you.

Sad, but there you have it.

"Carole" <myname[at]home.net> wrote in message
news:PPidnXcy_-xAf5_YnZ2dnUVZ_q2dnZ2d[at]giganews.com...
- quote -

> I guess there are still many banks available through passport . However
> the bank in question, PNC is listed there.



  #7  
Old 09-09-2006, 03:50 PM
Carole
Guest
 
Posts: n/a
Default Re: Yodlee? Do they still work with MS

Thanks for the link Bob,

I guess there are still many banks available through passport . However
the bank in question, PNC is listed there.

Carole


"Bob Peel, MVP" <bob_peel[at]kiandra.freeserve.co.uk.INVALID> wrote in message
news:%23zTu9n90GHA.4632[at]TK2MSFTNGP03.phx.gbl...
- quote -

> Taken from a fellow MVPs web site - "In the US, an online page is
> maintained at http://www.microsoft.com/money/bankonline.aspx. This list
> includes banks which you will need to use a .NET Passport to access, as
> they are provided by a third parties such as Yodlee and CashEdge, which
> act as account aggregators."
> --
> Regards
> Bob Peel,
> Microsoft MVP - Money
> For UK tips & fixes see
> http://support.microsoft.com/default...d=fh;EN-GB;mny.
> I do not respond to any emails that I have not specifically asked for.
> "Carole" <myname[at]home.net> wrote in message
> news:BJKdncn7sLir3Z_YnZ2dnUVZ_o-dnZ2d[at]giganews.com...
> > Thank you Bob, Steve and Dick for your replies.
> > > I just went to Yodlee's website, and it appears they are now offering

> > banks set up for online financial management. It appears one of my
> > banks, Wachovia... is doing so through them. Although I prefer to keep
> > that info on MY computer. Here's a demo:
> > http://corporate.yodlee.com/moneycenter/PFM_demo.htm
> > > Wachovia bank works very well with Money. I have no problems downloading

> > statements at all from them. It's a breeze, no double listings, matching
> > my manual inputs correctly every time.. I love it. Just wish all the
> > banks would work with Money so well. It's a real shame, when a bank like
> > PNC chooses favorites... or gets fees or whatever it is they are doing
> > that they push Quicken. Heck it's all about business which is all about
> > making money and spending it in the right places. I could understand.
> > But it would make my life so much easier .
> > > Guess I was just a little perturb at M$ for not telling me the honest

> > truth about my problem. Heck it could have just been a new techi, but I
> > thought someone would know why they quit PNC bank. PNC is constantly
> > changing their web site, just like Bob said. That more than likely is
> > why they quit.
> > > Did they quit carrying anyone else's bank?
> > > thanks again all,

> > Carole
> > > > "Carole" <myname[at]home.net> wrote in message

> > news:i-ydneCDuLTWRpzYnZ2dnUVZ_oKdnZ2d[at]giganews.com...
> > > Hi Steve,
> > > > > Oh yes, I know and utilize many of the other goodies from Money. I have
> > > been since the late 90's. I use the advanced registry... it's much more
> > > than a check book. Every penny we spend is input into one of my many
> > > accounts. I track my spending, my credit cards and use it for my
> > > husbands business too. Nice to know where your money goes, when it goes
> > > so fast. I also use it for our income tax returns. One thing I love is
> > > it's nice to look up a purchase when you are wondering if the warranty
> > > is still good, much better than searching through years of receipts. I'm
> > > hooked!
> > > > > This whole thing just makes me a little pissy that's all. If it can be
> > > done by computer vs. printing up an online invoice and then typing...
> > > that's the way I like it . Besides my husband doesn't give me
> > > receipts until they are a month old... so I need to track the spending
> > > daily from the banks site. See my point ?
> > > > > > > "Steve" <sjcohen730[at]aol.com> wrote in message
> > > news:1157747203.011600.274780[at]m73g2000cwd.googlegroups.com...
> > > > > > > Carole wrote:
> > > > > I posted a previous message, but just got off the phone with MS. As
> > > > > of
> > > > > yesterday, I could no longer connect to PNC bank. I upgraded to 2005
> > > > > only
> > > > > because it works with PNC bank... now it doesn't!!! I was told by
> > > > > the
> > > > > technician, that MY BANK, no longer works with Money. Not true, it
> > > > > never
> > > > > did... couldn't remember the name Yodlee, so I was getting no where
> > > > > using
> > > > > the term 3rd party provider. LOL
> > > > > > > > > 1st call to MS: technician told me to call my bank... who I know
> > > > > doesn't
> > > > > have a clue about Yodlee.
> > > > > > > > > 2nd call (same tech): when I remember the name Yodlee, tech told me
> > > > > they
> > > > > couldn't mention the name Yodlee (cuss word I guess). So now he says
> > > > > it's
> > > > > Yodlee that cannot work with my bank. I was under the impression, if
> > > > > I
> > > > > could, so could they. Do they need permission from the bank? I
> > > > > didn't
> > > > > think so.
> > > > > > > > > Why would Yodlee suddenly not be able to connect to my bank because
> > > > > MY BANK
> > > > > no longer supports Money? It never did. Is MS still working with
> > > > > Yodlee?
> > > > > It might not be the best, but I have a work around for the double
> > > > > postings
> > > > > and I got used to it.
> > > > > > > > > I may have to purchase Quicken, that works with my bank directly.
> > > > > Unfortunately PNC bank does not have any way of downloading quicken
> > > > > statements, or else I'd just convert them to Money.
> > > > > > > > > One more thing, I've been to yodlee.com, but can't find the link where
> > > > > I can
> > > > > see my account there... never could find it. Could someone post this
> > > > > link?
> > > > > > > > > TIA,
> > > > > Carole
> > > > > > > Hi Carole,
> > > > Do you have a clue as to exactly what the Microsoft
> > > > Money personal financial program does? It seems you are more interested
> > > > in uploading and downloading data between your bank and Money than in
> > > > MANAGING your personal finance. Yodlee won't help you to manage your
> > > > personal finance and although I've never used Quicken, I'd bet they do
> > > > just about the same things Money does. Good luck to you. Steve
> > > > > > > > >


  #6  
Old 09-09-2006, 06:34 AM
Bob Peel, MVP
Guest
 
Posts: n/a
Default Re: Yodlee? Do they still work with MS

Taken from a fellow MVPs web site - "In the US, an online page is maintained
at http://www.microsoft.com/money/bankonline.aspx. This list includes banks
which you will need to use a .NET Passport to access, as they are provided
by a third parties such as Yodlee and CashEdge, which act as account
aggregators."

--
Regards
Bob Peel,
Microsoft MVP - Money

For UK tips & fixes see
http://support.microsoft.com/default...d=fh;EN-GB;mny.


I do not respond to any emails that I have not specifically asked for.

"Carole" <myname[at]home.net> wrote in message
news:BJKdncn7sLir3Z_YnZ2dnUVZ_o-dnZ2d[at]giganews.com...
- quote -

> Thank you Bob, Steve and Dick for your replies.
> I just went to Yodlee's website, and it appears they are now offering
> banks set up for online financial management. It appears one of my banks,
> Wachovia... is doing so through them. Although I prefer to keep that info
> on MY computer. Here's a demo:
> http://corporate.yodlee.com/moneycenter/PFM_demo.htm
> Wachovia bank works very well with Money. I have no problems downloading
> statements at all from them. It's a breeze, no double listings, matching
> my manual inputs correctly every time.. I love it. Just wish all the
> banks would work with Money so well. It's a real shame, when a bank like
> PNC chooses favorites... or gets fees or whatever it is they are doing
> that they push Quicken. Heck it's all about business which is all about
> making money and spending it in the right places. I could understand.
> But it would make my life so much easier .
> Guess I was just a little perturb at M$ for not telling me the honest
> truth about my problem. Heck it could have just been a new techi, but I
> thought someone would know why they quit PNC bank. PNC is constantly
> changing their web site, just like Bob said. That more than likely is why
> they quit.
> Did they quit carrying anyone else's bank?
> thanks again all,
> Carole
> "Carole" <myname[at]home.net> wrote in message
> news:i-ydneCDuLTWRpzYnZ2dnUVZ_oKdnZ2d[at]giganews.com...
> > Hi Steve,
> > > Oh yes, I know and utilize many of the other goodies from Money. I have

> > been since the late 90's. I use the advanced registry... it's much more
> > than a check book. Every penny we spend is input into one of my many
> > accounts. I track my spending, my credit cards and use it for my
> > husbands business too. Nice to know where your money goes, when it goes
> > so fast. I also use it for our income tax returns. One thing I love is
> > it's nice to look up a purchase when you are wondering if the warranty is
> > still good, much better than searching through years of receipts. I'm
> > hooked!
> > > This whole thing just makes me a little pissy that's all. If it can be

> > done by computer vs. printing up an online invoice and then typing...
> > that's the way I like it . Besides my husband doesn't give me receipts
> > until they are a month old... so I need to track the spending daily from
> > the banks site. See my point ?
> > > > "Steve" <sjcohen730[at]aol.com> wrote in message

> > news:1157747203.011600.274780[at]m73g2000cwd.googlegroups.com...
> > > > > Carole wrote:
> > > > I posted a previous message, but just got off the phone with MS. As of
> > > > yesterday, I could no longer connect to PNC bank. I upgraded to 2005
> > > > only
> > > > because it works with PNC bank... now it doesn't!!! I was told by the
> > > > technician, that MY BANK, no longer works with Money. Not true, it
> > > > never
> > > > did... couldn't remember the name Yodlee, so I was getting no where
> > > > using
> > > > the term 3rd party provider. LOL
> > > > > > > 1st call to MS: technician told me to call my bank... who I know
> > > > doesn't
> > > > have a clue about Yodlee.
> > > > > > > 2nd call (same tech): when I remember the name Yodlee, tech told me
> > > > they
> > > > couldn't mention the name Yodlee (cuss word I guess). So now he says
> > > > it's
> > > > Yodlee that cannot work with my bank. I was under the impression, if I
> > > > could, so could they. Do they need permission from the bank? I didn't
> > > > think so.
> > > > > > > Why would Yodlee suddenly not be able to connect to my bank because MY
> > > > BANK
> > > > no longer supports Money? It never did. Is MS still working with
> > > > Yodlee?
> > > > It might not be the best, but I have a work around for the double
> > > > postings
> > > > and I got used to it.
> > > > > > > I may have to purchase Quicken, that works with my bank directly.
> > > > Unfortunately PNC bank does not have any way of downloading quicken
> > > > statements, or else I'd just convert them to Money.
> > > > > > > One more thing, I've been to yodlee.com, but can't find the link where
> > > > I can
> > > > see my account there... never could find it. Could someone post this
> > > > link?
> > > > > > > TIA,
> > > > Carole
> > > > > Hi Carole,
> > > Do you have a clue as to exactly what the Microsoft
> > > Money personal financial program does? It seems you are more interested
> > > in uploading and downloading data between your bank and Money than in
> > > MANAGING your personal finance. Yodlee won't help you to manage your
> > > personal finance and although I've never used Quicken, I'd bet they do
> > > just about the same things Money does. Good luck to you. Steve
> > > >


  #5  
Old 09-09-2006, 04:16 AM
Carole
Guest
 
Posts: n/a
Default Re: Yodlee? Do they still work with MS

Thank you Bob, Steve and Dick for your replies.

I just went to Yodlee's website, and it appears they are now offering banks
set up for online financial management. It appears one of my banks,
Wachovia... is doing so through them. Although I prefer to keep that info
on MY computer. Here's a demo:
http://corporate.yodlee.com/moneycenter/PFM_demo.htm

Wachovia bank works very well with Money. I have no problems downloading
statements at all from them. It's a breeze, no double listings, matching my
manual inputs correctly every time.. I love it. Just wish all the banks
would work with Money so well. It's a real shame, when a bank like PNC
chooses favorites... or gets fees or whatever it is they are doing that they
push Quicken. Heck it's all about business which is all about making money
and spending it in the right places. I could understand. But it would make
my life so much easier .

Guess I was just a little perturb at M$ for not telling me the honest truth
about my problem. Heck it could have just been a new techi, but I thought
someone would know why they quit PNC bank. PNC is constantly changing their
web site, just like Bob said. That more than likely is why they quit.

Did they quit carrying anyone else's bank?

thanks again all,
Carole


"Carole" <myname[at]home.net> wrote in message
news:i-ydneCDuLTWRpzYnZ2dnUVZ_oKdnZ2d[at]giganews.com...
- quote -

> Hi Steve,
> Oh yes, I know and utilize many of the other goodies from Money. I have
> been since the late 90's. I use the advanced registry... it's much more
> than a check book. Every penny we spend is input into one of my many
> accounts. I track my spending, my credit cards and use it for my husbands
> business too. Nice to know where your money goes, when it goes so fast. I
> also use it for our income tax returns. One thing I love is it's nice to
> look up a purchase when you are wondering if the warranty is still good,
> much better than searching through years of receipts. I'm hooked!
> This whole thing just makes me a little pissy that's all. If it can be
> done by computer vs. printing up an online invoice and then typing...
> that's the way I like it . Besides my husband doesn't give me receipts
> until they are a month old... so I need to track the spending daily from
> the banks site. See my point ?
> "Steve" <sjcohen730[at]aol.com> wrote in message
> news:1157747203.011600.274780[at]m73g2000cwd.googlegroups.com...
> > > Carole wrote:
> > > I posted a previous message, but just got off the phone with MS. As of
> > > yesterday, I could no longer connect to PNC bank. I upgraded to 2005
> > > only
> > > because it works with PNC bank... now it doesn't!!! I was told by the
> > > technician, that MY BANK, no longer works with Money. Not true, it
> > > never
> > > did... couldn't remember the name Yodlee, so I was getting no where
> > > using
> > > the term 3rd party provider. LOL
> > > > > 1st call to MS: technician told me to call my bank... who I know doesn't
> > > have a clue about Yodlee.
> > > > > 2nd call (same tech): when I remember the name Yodlee, tech told me they
> > > couldn't mention the name Yodlee (cuss word I guess). So now he says
> > > it's
> > > Yodlee that cannot work with my bank. I was under the impression, if I
> > > could, so could they. Do they need permission from the bank? I didn't
> > > think so.
> > > > > Why would Yodlee suddenly not be able to connect to my bank because MY
> > > BANK
> > > no longer supports Money? It never did. Is MS still working with
> > > Yodlee?
> > > It might not be the best, but I have a work around for the double
> > > postings
> > > and I got used to it.
> > > > > I may have to purchase Quicken, that works with my bank directly.
> > > Unfortunately PNC bank does not have any way of downloading quicken
> > > statements, or else I'd just convert them to Money.
> > > > > One more thing, I've been to yodlee.com, but can't find the link where I
> > > can
> > > see my account there... never could find it. Could someone post this
> > > link?
> > > > > TIA,
> > > Carole
> > > Hi Carole,

> > Do you have a clue as to exactly what the Microsoft
> > Money personal financial program does? It seems you are more interested
> > in uploading and downloading data between your bank and Money than in
> > MANAGING your personal finance. Yodlee won't help you to manage your
> > personal finance and although I've never used Quicken, I'd bet they do
> > just about the same things Money does. Good luck to you. Steve

>


  #4  
Old 09-09-2006, 12:02 AM
Steve
Guest
 
Posts: n/a
Default Re: Yodlee? Do they still work with MS


Carole wrote:
- quote -

> Hi Steve,
> Oh yes, I know and utilize many of the other goodies from Money. I have
> been since the late 90's. I use the advanced registry... it's much more
> than a check book. Every penny we spend is input into one of my many
> accounts. I track my spending, my credit cards and use it for my husbands
> business too. Nice to know where your money goes, when it goes so fast. I
> also use it for our income tax returns. One thing I love is it's nice to
> look up a purchase when you are wondering if the warranty is still good,
> much better than searching through years of receipts. I'm hooked!
> This whole thing just makes me a little pissy that's all. If it can be done
> by computer vs. printing up an online invoice and then typing... that's the
> way I like it . Besides my husband doesn't give me receipts until they
> are a month old... so I need to track the spending daily from the banks
> site. See my point ?
> Carole, I see your point and I apologize for assuming you were a newbee. What Dick says about Yodlee is very true. I understand your need to get daily bank information and I would suggest you do what I do everyday. I DO have access to all my paper transactions either bank or credit card so I enter them manually into Money each day and then confirm the ongoing balance at the bank or credit card site each day. I can also do this by phone. In your case you could probably see the transactions your husband made online each day and manually enter them IF the bank download doesn't work with Money. I find that I have better data in Money if I manage it manually rather than getting everything downloaded automatically and then having to manually confirm that the download is OK. I have 11 years of all this data in Money now and am generally happy and NOT frustrated like all the people who complain here. I just don't believe that the technology is so good that a $30 product like Money will always download correct data and the reporting will be correct. As a former accountant myself I think my approach is better, but everyone has to do what they need to do. Good luck again. Steve


  #3  
Old 09-08-2006, 09:56 PM
Dick Watson
Guest
 
Posts: n/a
Default Re: Yodlee? Do they still work with MS

I understand "where you are coming from" but you should realize that the
whole download transactions technology is a hack job. As Bob Peel notes,
Yodlee is kind of a parasite to the banks--as many of them also view
Money/Quicken. And Yodlee works in a total fakeout way--it pretends to be
you and logins into their web site, just like you would, on your behalf. As
Bob notes, it's pretty easy for the banks to intentionally or
unintentionally knock Yodlee over by making minor changes to their pages.

But don't think that it's as simple as Bob notes that the banks just want to
show you their ads only. Money wants to show you its ads and Quicken wants
to show you its ads as well. It's not about what you want/need/desire in any
case. It's about serving your eyes up for paying advertisers--the real
customers in this scenario--to show you ads.

I wish I had a more helpful answer to your specific issue.

"Carole" <myname[at]home.net> wrote in message
news:i-ydneCDuLTWRpzYnZ2dnUVZ_oKdnZ2d[at]giganews.com...
- quote -

> This whole thing just makes me a little pissy that's all. If it can be
> done by computer vs. printing up an online invoice and then typing...
> that's the way I like it . Besides my husband doesn't give me receipts
> until they are a month old... so I need to track the spending daily from
> the banks site. See my point ?



  #2  
Old 09-08-2006, 09:06 PM
Carole
Guest
 
Posts: n/a
Default Re: Yodlee? Do they still work with MS

Hi Steve,

Oh yes, I know and utilize many of the other goodies from Money. I have
been since the late 90's. I use the advanced registry... it's much more
than a check book. Every penny we spend is input into one of my many
accounts. I track my spending, my credit cards and use it for my husbands
business too. Nice to know where your money goes, when it goes so fast. I
also use it for our income tax returns. One thing I love is it's nice to
look up a purchase when you are wondering if the warranty is still good,
much better than searching through years of receipts. I'm hooked!

This whole thing just makes me a little pissy that's all. If it can be done
by computer vs. printing up an online invoice and then typing... that's the
way I like it . Besides my husband doesn't give me receipts until they
are a month old... so I need to track the spending daily from the banks
site. See my point ?


"Steve" <sjcohen730[at]aol.com> wrote in message
news:1157747203.011600.274780[at]m73g2000cwd.googlegroups.com...
- quote -

> Carole wrote:
> > I posted a previous message, but just got off the phone with MS. As of
> > yesterday, I could no longer connect to PNC bank. I upgraded to 2005 only
> > because it works with PNC bank... now it doesn't!!! I was told by the
> > technician, that MY BANK, no longer works with Money. Not true, it never
> > did... couldn't remember the name Yodlee, so I was getting no where using
> > the term 3rd party provider. LOL
> > > 1st call to MS: technician told me to call my bank... who I know doesn't

> > have a clue about Yodlee.
> > > 2nd call (same tech): when I remember the name Yodlee, tech told me they

> > couldn't mention the name Yodlee (cuss word I guess). So now he says
> > it's
> > Yodlee that cannot work with my bank. I was under the impression, if I
> > could, so could they. Do they need permission from the bank? I didn't
> > think so.
> > > Why would Yodlee suddenly not be able to connect to my bank because MY

> > BANK
> > no longer supports Money? It never did. Is MS still working with
> > Yodlee?
> > It might not be the best, but I have a work around for the double
> > postings
> > and I got used to it.
> > > I may have to purchase Quicken, that works with my bank directly.

> > Unfortunately PNC bank does not have any way of downloading quicken
> > statements, or else I'd just convert them to Money.
> > > One more thing, I've been to yodlee.com, but can't find the link where I

> > can
> > see my account there... never could find it. Could someone post this
> > link?
> > > TIA,

> > Carole

> Hi Carole,
> Do you have a clue as to exactly what the Microsoft
> Money personal financial program does? It seems you are more interested
> in uploading and downloading data between your bank and Money than in
> MANAGING your personal finance. Yodlee won't help you to manage your
> personal finance and although I've never used Quicken, I'd bet they do
> just about the same things Money does. Good luck to you. Steve



  #1  
Old 09-08-2006, 08:26 PM
Steve
Guest
 
Posts: n/a
Default Re: Yodlee? Do they still work with MS


Carole wrote:
- quote -

> I posted a previous message, but just got off the phone with MS. As of
> yesterday, I could no longer connect to PNC bank. I upgraded to 2005 only
> because it works with PNC bank... now it doesn't!!! I was told by the
> technician, that MY BANK, no longer works with Money. Not true, it never
> did... couldn't remember the name Yodlee, so I was getting no where using
> the term 3rd party provider. LOL
> 1st call to MS: technician told me to call my bank... who I know doesn't
> have a clue about Yodlee.
> 2nd call (same tech): when I remember the name Yodlee, tech told me they
> couldn't mention the name Yodlee (cuss word I guess). So now he says it's
> Yodlee that cannot work with my bank. I was under the impression, if I
> could, so could they. Do they need permission from the bank? I didn't
> think so.
> Why would Yodlee suddenly not be able to connect to my bank because MY BANK
> no longer supports Money? It never did. Is MS still working with Yodlee?
> It might not be the best, but I have a work around for the double postings
> and I got used to it.
> I may have to purchase Quicken, that works with my bank directly.
> Unfortunately PNC bank does not have any way of downloading quicken
> statements, or else I'd just convert them to Money.
> One more thing, I've been to yodlee.com, but can't find the link where I can
> see my account there... never could find it. Could someone post this link?
> TIA,
> Carole


Hi Carole,
Do you have a clue as to exactly what the Microsoft
Money personal financial program does? It seems you are more interested
in uploading and downloading data between your bank and Money than in
MANAGING your personal finance. Yodlee won't help you to manage your
personal finance and although I've never used Quicken, I'd bet they do
just about the same things Money does. Good luck to you. Steve

 
Old 09-08-2006, 08:23 PM
Bob Peel, MVP
Guest
 
Posts: n/a
Default Re: Yodlee? Do they still work with MS

The problem with Yodlee is that the Banks don't like it. They would much
rather you went to their web site so they can bombard you with ads - sorry
important messages and offers.

All they have to do is regularly change their web pages or change the log in
processes so that Yodlee can't keep up or satisfy the login criteria.

--
Regards
Bob Peel,
Microsoft MVP - Money

For UK tips & fixes see
http://support.microsoft.com/default...d=fh;EN-GB;mny.


I do not respond to any emails that I have not specifically asked for.

"Carole" <myname[at]home.net> wrote in message
news:nJCdnQEAQNXiMZzYnZ2dnUVZ_q-dnZ2d[at]giganews.com...
- quote -

> I posted a previous message, but just got off the phone with MS. As of
> yesterday, I could no longer connect to PNC bank. I upgraded to 2005 only
> because it works with PNC bank... now it doesn't!!! I was told by the
> technician, that MY BANK, no longer works with Money. Not true, it never
> did... couldn't remember the name Yodlee, so I was getting no where using
> the term 3rd party provider. LOL
> 1st call to MS: technician told me to call my bank... who I know doesn't
> have a clue about Yodlee.
> 2nd call (same tech): when I remember the name Yodlee, tech told me they
> couldn't mention the name Yodlee (cuss word I guess). So now he says
> it's Yodlee that cannot work with my bank. I was under the impression, if
> I could, so could they. Do they need permission from the bank? I didn't
> think so.
> Why would Yodlee suddenly not be able to connect to my bank because MY
> BANK no longer supports Money? It never did. Is MS still working with
> Yodlee? It might not be the best, but I have a work around for the double
> postings and I got used to it.
> I may have to purchase Quicken, that works with my bank directly.
> Unfortunately PNC bank does not have any way of downloading quicken
> statements, or else I'd just convert them to Money.
> One more thing, I've been to yodlee.com, but can't find the link where I
> can see my account there... never could find it. Could someone post this
> link?
> TIA,
> Carole



  #-1  
Old 09-08-2006, 05:46 PM
Carole
Guest
 
Posts: n/a
Default Yodlee? Do they still work with MS

I posted a previous message, but just got off the phone with MS. As of
yesterday, I could no longer connect to PNC bank. I upgraded to 2005 only
because it works with PNC bank... now it doesn't!!! I was told by the
technician, that MY BANK, no longer works with Money. Not true, it never
did... couldn't remember the name Yodlee, so I was getting no where using
the term 3rd party provider. LOL

1st call to MS: technician told me to call my bank... who I know doesn't
have a clue about Yodlee.

2nd call (same tech): when I remember the name Yodlee, tech told me they
couldn't mention the name Yodlee (cuss word I guess). So now he says it's
Yodlee that cannot work with my bank. I was under the impression, if I
could, so could they. Do they need permission from the bank? I didn't
think so.

Why would Yodlee suddenly not be able to connect to my bank because MY BANK
no longer supports Money? It never did. Is MS still working with Yodlee?
It might not be the best, but I have a work around for the double postings
and I got used to it.

I may have to purchase Quicken, that works with my bank directly.
Unfortunately PNC bank does not have any way of downloading quicken
statements, or else I'd just convert them to Money.

One more thing, I've been to yodlee.com, but can't find the link where I can
see my account there... never could find it. Could someone post this link?

TIA,
Carole


 

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